19.12.24 SPX 5872 : Sector Rotation
Regarding the last 15 to 20 months, on monthly chart, you will find the comparison between the major sectors within the SPX: semiconductors, finance, retailer goods, information technology.
What is interesting: sector information technology still rising, no cut, no descending, linear rsining, not hyperpolic, which is still a sign of exuberation.
The largest companies in this sector:
Oracle, Microsoft, nvidia, adobe, accenture, intel, cisco, salesforce, apple.
So main question is: if information technology is our favorite for 2025, which of the companies are the relative strongest and at fair price/earning. Answer will be given in separate chart.
And then we will well prepared downmove in SPX which i expect in jan/feb for 10-20%.
Dan, 19th of September.
What is interesting: sector information technology still rising, no cut, no descending, linear rsining, not hyperpolic, which is still a sign of exuberation.
The largest companies in this sector:
Oracle, Microsoft, nvidia, adobe, accenture, intel, cisco, salesforce, apple.
So main question is: if information technology is our favorite for 2025, which of the companies are the relative strongest and at fair price/earning. Answer will be given in separate chart.
And then we will well prepared downmove in SPX which i expect in jan/feb for 10-20%.
Dan, 19th of September.
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