Julius de Kempenaer
Director of Data at StockCharts
Creator of Relative Rotation Graphs #RRGchart, Director of RRG Research, Field hockey umpire. Retired captain RNLAF. For RRG related tweets follow @RRGresearch
Articles
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5 days ago |
stockcharts.com | Julius de Kempenaer
Is a recession coming? In this video, Julius breaks down the latest updates to his powerful Sector Rotation Model, analyzing four key macroeconomic indicators and their impact on sector performance. This video was originally published on May 9, 2025. Click on the icon above to view on our dedicated page for Julius. Past videos from Julius can be found here.
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1 week ago |
stockcharts.com | Julius de Kempenaer
KEY TAKEAWAYS Top 5 sectors remain unchanged, with minor position shifts Leading sectors showing signs of losing momentum Daily RRG reveals top sectors in weakening quadrant Communication services at risk of dropping out of top 5 Communication Services Drops to #5The composition of the top five sectors remains largely stable this week, with only slight adjustments in positioning.
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2 weeks ago |
stockcharts.com | Julius de Kempenaer
In this video, Julius analyzes current asset class rotation, revealing why stocks in the lagging quadrant may signal continued market weakness. By combining sector rotation trends—particularly strength in defensive sectors—with SPY seasonality, Julius builds a compelling case that downside risk in the S&P 500 may outweigh upside potential in the current environment. This video was originally published on April 30, 2025. Click on the icon above to view on our dedicated page for Julius.
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2 weeks ago |
stockcharts.com | Julius de Kempenaer
KEY TAKEAWAYS Defensive sectors maintain dominance in top 5 despite strong market performance Real Estate enters top 5, replacing Health Care Consumer Staples, Utilities, and Financials remain stable in top 3 positions Defensive positioning puts a dent in portfolio performance after strong week Real Estate and Healthcare swapping positions in Top 5 The top five sectors show remarkable stability, with Consumer Staples, Utilities, Financials, and Communication Services holding steady in the top...
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3 weeks ago |
stockcharts.com | Julius de Kempenaer
Stocks vs. bonds? In this video, Julius breaks down the asset allocation outlook and why defensive sectors, large-cap value, and bonds may continue to outperform in this volatile market. He starts at the asset allocation level using Relative Rotation Graphs (RRGs) to analyze stocks vs bonds performance, then highlights the ongoing defensive sector rotation, and identifies strength in large-cap value stocks.
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In 2016 @charlesmorris9 showed me how to create a wallet and then moved £5 in $BTC to me. I paid for the beers in the sun that afternoon, but it looks like it was a good investment 😇 https://t.co/u7PJCPNW78
RT @Mkeskinturk1: Here I was last week at the CMT Annual Summit “Global Investing” 2024 DUBAI – Champion’s League of Technical Analysis… Su…
Wat een totaal kansloze toestand .....Degene die dit allemaal in elkaar geknutseld heeft moet meteen van die taak ontheven worden en terug naar programmeren voor beginners. Heeft er IEMAND bij @Digidentity_eu wel eens geprobeerd om als klant gebruik te maken van dit gedrocht???
