For the 200th episode of StockCharts TV’s Sector Spotlight, I invite Wall Street legend Sam Stovall for an entertaining discussion. Before that, I starts the show with a short look at current market rotations, highlighting the increasing relative weakness for the Energy Sector. I also note money rotating out of defensive sectors and into more cyclical and interest-rate-driven parts of the market. I then bring in Sam for an chat about sector rotation and seasonality, where it is coming from, why it is a thing and how Sam, being a more fundamentally orientated analyst, has incorporated these observations in his work very successfully.
Don’t miss this one-of-a-kind episode, featuring a multitude of timeless knowledge and insights into sector rotation and seasonality characteristics which have played out time and time again; even just knowing “of” them adds value to your arsenal of trading tools.
Past episodes of Sector Spotlight can be found here.