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07.15.24: Julius de Kempenaer, creator of RRG, looks at the markets from an asset allocation perspective using various RRGs. Stocks are, still, beating bonds while commodities are rotating out of favor and the USD is losing steam as BTC is jumping higher off support and the Yield Curve is steepening against the longer term flattening trend.

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00:00 Welcome!
00:29 S&P Sector Summary, Weekly/Daily RRG
04:22 Asset Allocation: S&P 500 Preferred, StockBond Ratios (SPY:IEF)
07:37 Weak Commodities
09:00 Bonds: Lower Yields
11:03 Weaker US Dollar: $USD, $EURUSD
12:58 Bitcoin ($BTCUSD), Cryptos
17:23 Bond Maturities
20:04 Break Down of Commodities
22:28 Wrap Up

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posted by zdanilek