Why This Selloff Has My Attention
Julius de Kempenaer updates the RRG Portfolio Framework following a sharp market selloff and explains why he’s becoming more cautious, despite the longer-term uptrend remaining intact. Using Relative Rotation Graphs, Julius analyzes SPY, asset classes, bond maturities, commodities, and sector rotation to identify where leadership remains strong and where risks are beginning to emerge. Technology and energy continue to lead, while communication services, financials, and consumer discretionary remain weak. Meanwhile, healthcare and real estate are showing early signs of improvement.
The video was originally published on June 5, 2026. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
