RRG Charts

March 2021

RRG Charts

Sector Spotlight: Tech is a Drag

by Julius de Kempenaer

It is the last Tuesday of the month, and that means looking at seasonality! In this edition of StockCharts TV's Sector Spotlight, after an overview of last week's rotations and performances for asset classes and sectors, I bring up his 3-D visualization for sector seasonality and... Read More 

RRG Charts

Comm is Da Bomb

by Julius de Kempenaer

The seasonal trends for sectors vs. the S&P 500 going into April show many 50/50 odds for out- or underperformance. But the two sectors that stand out are interesting and important ones... Read More 

RRG Charts

Taking FB and FCX from The RRG L/S Basket

by Julius de Kempenaer

The two RRGs above show the long positions in the RRG L/S basket on the left and the short positions on the right. Going over these rotations, combined with the recent performance (dropping around 4% in a few days), two tails stood out... Read More 

RRG Charts

Sector Spotlight: Rising Real Estate

by Julius de Kempenaer

Last week, I spent a lot of time on answering a question from the mailbag. This week is all about charts! In this edition of StockCharts TV's Sector Spotlight, I starting with a look back at the rotations as they unfolded in various asset classes and US sectors... Read More 

RRG Charts

Real Nice Stocks in the Real Estate Sector

by Julius de Kempenaer

Every last Tuesday of the month in Sector Spotlight, I review the seasonality for US sectors and try to match the historical performance with the current performance as it is playing out on the Relative Rotation Graph... Read More 

RRG Charts

Sector Spotlight: A Scan and a Trading Plan

by Julius de Kempenaer

In this edition of StockCharts TV's Sector Spotlight, I begin with a quick look at last week's rotations in asset classes and sectors. Then, I look into the RRG mailbag and present in-depth discussion of a recent 3-part question that came in... Read More 

RRG Charts

Consumer Discretionary Sector Rotating Back Towards Leading; the Equal Weight Sector, That Is...

by Julius de Kempenaer

The Equal Weight version of the Relative Rotation Graph for US sectors shows an interesting divergence in rotation for the Consumer Discretionary sector... Read More 

RRG Charts

Sector Spotlight: USD Strength and Tech Weakness

by Julius de Kempenaer

In this edition of StockCharts TV's Sector Spotlight, I start with a look at what happened last week in terms of rotation for asset classes and sectors... Read More 

RRG Charts

Sector Spotlight: Small Caps Secret Message

by Julius de Kempenaer

In this edition of StockCharts TV's Sector Spotlight, I go over the rotations for asset classes and sectors as they were traced out last week. While talking about the short-term rotations, I bring in the weekly RRGs and charts to find matching and therefore more reliable trends... Read More 

RRG Charts

Playing Consumer Discretionary Through PSCD

by Julius de Kempenaer

In my article for last weekend's ChartWatchers newsletter, I wrote about a set of ETFs representing small-cap sectors and how they can be used in a Relative Rotation Graph. I also talk about it in this week's episode of Sector Spotlight... Read More