RRG Charts

Sector Spotlight: Stocks Lining Up for a Strong July

Julius de Kempenaer

Julius de Kempenaer

Senior Technical Analyst, StockCharts.com

In this episode of StockCharts TV's Sector Spotlight, I look ahead to the month of July and what we can expect based on 20 years of seasonal performance. I then align that information with the current rotations for the various sectors in order to find interesting opportunities on both the long and the short sides. This week, the current relative strength for Consumer Discretionary and Technology confirms the strong seasonal patterns for these sectors in the past, which leads to a strong outlook for both sectors, but also suggests that the S&P 500 will likely be in for a good month in line with its seasonal projection.

This video was originally broadcast on June 26, 2023. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube.

New episodes of Sector Spotlight premiere weekly on Mondays. Past episodes can be found here.

#StaySafe, -Julius

Julius de Kempenaer
Senior Technical Analyst, StockCharts.com
CreatorRelative Rotation Graphs
FounderRRG Research
Host ofSector Spotlight

Please find my handles for social media channels under the Bio below.

Feedback, comments or questions are welcome at Juliusdk@stockcharts.com. I cannot promise to respond to each and every message, but I will certainly read them and, where reasonably possible, use the feedback and comments or answer questions.

To discuss RRG with me on S.C.A.N., tag me using the handle Julius_RRG.

RRG, Relative Rotation Graphs, JdK RS-Ratio, and JdK RS-Momentum are registered trademarks of RRG Research.

Julius de Kempenaer
About the author: is the creator of Relative Rotation Graphs™. This unique method to visualize relative strength within a universe of securities was first launched on Bloomberg professional services terminals in January of 2011 and was released on StockCharts.com in July of 2014. After graduating from the Dutch Royal Military Academy, Julius served in the Dutch Air Force in multiple officer ranks. He retired from the military as a captain in 1990 to enter the financial industry as a portfolio manager for Equity & Law (now part of AXA Investment Managers). Learn More