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.
This video was originally broadcast on December 12, 2023. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube.
Past episodes of Sector Spotlight can be found here.
#StaySafe, -Julius
