Great analysis. Personally, I don't get cute with plays by sectors. Since I was a kid I'd seen too many money managers mia culpa interviews explaining away why their binary choice didn't play out and left them vastly underperformed. Always seemed like a tool in a money managers kit to pretend there was a reason to pay them 2/20. I'll stick with ETFs and tech for the main dish and occasional seasoning like tsla or tlt as the opportunity calls. I agree we're getting an 8 to 12% correct in early August through October. I'm closing half my VAR end of July
I have been watching at least 1-2 of your videos every week and I love your perspective and learn a lot. I think for the rest of the year, gold/silver along with GDX, SLV, etc will be the top performers. What do you think?
David, this is interesting but what you don't say is the following: do defensive sectors move before, at the same time or after the leading growth sectors, like tech, start to decline. The most relevant question to a trader or investor is, if you see the defensive sectors start to move up before tech starts to sell, would you make a profit by selling some or all of your holdings in tech. And how if you gave specifics, like how much would the defensive sectors have to move before you made a trading decision. Without specifics it's just a guess.
very valuable information on sector trends. Thank you. Since the mag 7 is such a big contributor to the overall market why don't we separate them out against the entire market when looking at asset allocation modeling. Its all good when riding the rocket ship to the moon only because it helps elevate all other stocks. So the higher they go it just over values the entire market?? Crazy. The only thing to stop this market frenzy F.O.M.O. is for The large stockholders of mag 7; State Street, Blackrock and all other big institutionals owners to start selling. Since Nov 23 that has not happened. Their greed is what will eventually cause the market downturn.
Awesome sector analysis! 🙋🏼♂️ Question: why is the XLP (consumer staples) showing weakness when Costco, Walmart and Colgate have seen new record highs?
gt video. the sectors with spy comparison are exemplry, however, the experts say the juky is strong month and august may be a good mont die to presidential election.......what is your experience say?stay safeband have a nice week end
I could not care less about stocks or sectors! My trading system is for trading SPY options only. Right now I am fully invested in high delta SPY calls, and I do not expect a major reversal for at least a year or two.
Mr. Keller, it would really help if there were a way to block the scammers trying to lure people away to other social media sites.
UA-cam is great at censoring & shadow banning my comments, but they don't seem to have figured out how to deal with actual scam bots 🤦🏻♂️
We are of the same opinion. D
Great info . Ive been looking for this kind of sector discussion. Well done thanks
Glad you found this one helpful! D
Great analysis. Personally, I don't get cute with plays by sectors. Since I was a kid I'd seen too many money managers mia culpa interviews explaining away why their binary choice didn't play out and left them vastly underperformed. Always seemed like a tool in a money managers kit to pretend there was a reason to pay them 2/20. I'll stick with ETFs and tech for the main dish and occasional seasoning like tsla or tlt as the opportunity calls.
I agree we're getting an 8 to 12% correct in early August through October. I'm closing half my VAR end of July
Sounds like a tasty meal of equities to me! D
Thank you! Hope you had a great 4th 🎆 🎇
Cheers to you as well! D
I have been watching at least 1-2 of your videos every week and I love your perspective and learn a lot. I think for the rest of the year, gold/silver along with GDX, SLV, etc will be the top performers. What do you think?
Appreciate those very kind words! I have positions in gold and gold stocks for just this reason. D
Great vid as usual David! Many thanks! 👍
Glad you enjoyed this one! D
Thank you for the great sector analysis!
Thanks so much- glad you enjoyed this one! D
I like the abc looking pattern on xlre daily. It's a good green candle or two away from trending (per adx) on the daily
Thanks for mentioning the ABC pattern D
David, this is interesting but what you don't say is the following: do defensive sectors move before, at the same time or after the leading growth sectors, like tech, start to decline. The most relevant question to a trader or investor is, if you see the defensive sectors start to move up before tech starts to sell, would you make a profit by selling some or all of your holdings in tech. And how if you gave specifics, like how much would the defensive sectors have to move before you made a trading decision. Without specifics it's just a guess.
Appreciate that feedback and will take that to heart for future vids! D
Namaste!
To you as well! D
SCHD has recently reshuffled its holding in line with your analysis about defensives. Interesting...
Yep the Schwab US Dividend Equity ETF- not surprised! D
very valuable information on sector trends. Thank you. Since the mag 7 is such a big contributor to the overall market why don't we separate them out against the entire market when looking at asset allocation modeling. Its all good when riding the rocket ship to the moon only because it helps elevate all other stocks. So the higher they go it just over values the entire market?? Crazy. The only thing to stop this market frenzy F.O.M.O. is for The large stockholders of mag 7; State Street, Blackrock and all other big institutionals owners to start selling. Since Nov 23 that has not happened. Their greed is what will eventually cause the market downturn.
I was told years ago, "There's plenty of money to be made on the left side of bubbles." D
Excellent I believe there will be a correction but the problem is it’s an election year and I believe they will decrease interest rates
You can still have a correction during a period of falling rates!! D
Dave, are these relative strength sector charts provided to StockCharts members in the preset "DK-morning" charts folder(s)?
I know they're on my Mindful Investor LIVE ChartList: bit.ly/mindfulinvestor D
I'm thinking we hit the short-term top today, especially looking at the NASDAQ close 😮 Today was the day to buy some insurance
This aged quite well! D
@@DKellerCMT Thanks David, that means a great deal to me 😊
Think you can jam any more commercials in here
Please share your feedback with UA-cam along those lines! D
Thank You Sir
Cheers and thanks so much for watching! D
Awesome sector analysis!
🙋🏼♂️ Question: why is the XLP (consumer staples) showing weakness when Costco, Walmart and Colgate have seen new record highs?
That was relative weakness because other stocks were going up even more! D
@@DKellerCMT Thanks!
gt video. the sectors with spy comparison are exemplry, however, the experts say the juky is strong month and august may be a good mont die to presidential election.......what is your experience say?stay safeband have a nice week end
August is remarkably strong in election years! D
That bear lurking behind you so sus 🧐
Bear? What bear?!? D
what about XLF?
I bucket XLF with other value sectors like XLB and XLI. Showing renewed strength since this vid dropped! D
I could not care less about stocks or sectors! My trading system is for trading SPY options only. Right now I am fully invested in high delta SPY calls, and I do not expect a major reversal for at least a year or two.
Would encourage you to look "under the hood" of major averages- lots of signal there! D