In this edition of Sector Spotlight, I look at the rotations for Asset Classes and US sectors, zooming in on the combination of weekly and daily rotations for Consumer Discretionary, Materials, Communication Services and Technology. After the break, I touch on the current positions in the long short baskets and finish the show with some tips and tricks following a few user questions.
This video was originally broadcast on August 11th, 2020. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube.
Sector Spotlight airs weekly on Tuesdays at 10:30-11:00am ET. Past episodes can be found here.
#StaySafe, -Julius