Sector Spotlight: Energy & Financials Beating SPY

In this edition of StockCharts TV's Sector Spotlight, I talk you through the recent rotations in asset classes and US sectors, then look at growth vs value rotation, as well as the rotation of the US vis-a-vis international stock markets. After the break, I dive into the current holdings in the RRG Long/Short basket and make two changes on the Long side.

This video was originally broadcast on January 12th, 2021. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, orclick this linkto watch on YouTube.

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

#StaySafe, -Julius

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