Small Caps Are Rotating In — Here’s Why It Matters

After months of whiplash sector swings, the market may finally be showing signs of settling down. 

In this video, Julius de Kempenaer uses Relative Rotation Graphs (RRG) to analyze asset class rotation at a high level and then dives into sectors and factors. Julius highlights the rotation into cryptocurrencies and the S&P 500, followed by an analysis of the S&P sectors that are driving the market’s move higher. He then analyzes factors — growth, value, and size. 

Discover where capital is shifting now, which sectors are powering the broad index advance, and which factors are displaying or hinting at fresh leadership. You might find a few surprises.

If you’re hunting for the next move or want a clear road map of the stock market’s rotation story, this video is your cheat sheet. 

The video was originally published on July 9, 2025. Watch it on our dedicated page for Julius.

Past videos from Julius can be found here.

#StayAlert, -Julius