Market Rotation Update: Revealing the Strongest Areas Now
Julius expands on his new portfolio framework and shows how to track market strength from the top down using Relative Rotation Graphs. Revisiting the “investment pyramid” introduced in his last video, Julius analyzes asset class, bond, sector, and commodity rotations to reveal where leadership is shifting. Stocks and commodities remain the strongest asset classes, with technology still leading the market and healthcare gaining momentum, all while crypto weakens. Julius also highlights signs of narrowing market breadth and what that could mean for the next phase of the rally.
The video was originally published on November 6, 2025. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
