Sector Spotlight: Putting Rotation into Perspective

On this edition of StockCharts TV’s Sector Spotlight, I make up for last week’s brief coverage of recent rotations in asset classes and sectors by spending half of today’s show examining recent rotations on the daily Relative Rotation Graphs. I put things into longer-term perspective by using the weekly RRGs, supported by the analysis of some of the price charts. After the break, I review the current composition of the RRG Long/Short baskets and brings up all 14 stocks to decide whether they can stay or need to go. Finally, I add one stock on each side, both coming from the same sector. The rationale for these choices is backed up by this article in the RRG blog.

This video was originally broadcast on June 8th, 2021. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube. You can also check out the video on the StockCharts TV on-demand website, or on the associated app on mobile platforms like iOS and Android, or TV platforms like Roku, Apple TV, Amazon Fire TV and Chromecast.

Sector Spotlight airs weekly on Tuesdays at 10:30-11:00am ET. Past episodes can be found here.

#StaySafe, -Julius