Market Watch


CRUDEOIL had a great run post COVID-19 correction into historical highs from 2018. Due to energy at the first half of 2021 being the leading sector once we hit overhead resistance it seems only natural to now see some sector rotation away from ENERGY and into TECH & HEALTHCARE 

Looking at the equal weighted components of each sector we haven’t actually moved anywhere from the start of 2021. In fact we have been in a sideways market for around 8 months.

Money flow (1st July / 21st Aug)
* Net Flows in USD Millions

Energy -1,021.11

Healthcare +2,949.00
Technology +648.70

From the Money flow above we can see the rotation has already started below I will list some of my top stock ideas inside these sectors. Based on my analysis these are offering the best risk reward and meet all of my swing trade criteria. These should be added to a watchlist for potential moves over the next months.
For those looking to gain exposure to one of these sectors but cannot decide on stocks should look at $XLV (Healthcare ETF) / $XLK (Technology ETF) 
$DXCM Dexcom Inc
$LH Laboratory Corporation of America Holdings
$ABT Abbott Laboratories
$MDT Medtronic PLC
$NTRA Natera Inc

$MXIM Maxim Integrated Products Inc
$NVDA NVDIA Corporation
$ADI Analog Devices Inc
$MRVL Marvell Technology Inc
$XLNX Xilinx Inc
$CRWD Crowdstrike Holdings Inc
$CRM Salesforce Inc
$SNAP Snap Inc
$MTCH Match Group Inc