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April 2025

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Sector Rotation + SPY Seasonality = Trouble for Bulls?

by Julius de Kempenaer

In this video, Julius analyzes current asset class rotation, revealing why stocks in the lagging quadrant may signal continued market weakness... Read More 

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The Best Five Sectors, #17

by Julius de Kempenaer

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 four positions... Read More 

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The Best Five Sectors, #16

by Julius de Kempenaer

Top 5 Remains Unchanged The latest sector rotation analysis reveals a market that's still playing defense... Read More 

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Sector Rotation Update: Value Stocks and Bonds Lead the Way!

by 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... Read More 

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The Best Five Sectors, #15

by Julius de Kempenaer

Healthcare Re-Enters the Top 5 After a wild week in the markets, the sector ranking got quite a shake-up. Although only one sector changed in the top 5, the entire top 5 changed positions. In the bottom half of the ranking, only two sectors remained stationary... Read More 

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The Best Five Sectors, #14

by Julius de Kempenaer

This article was first posted on 4/4/2025 and contained only rankings and charts... Read More