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Dutch Disease
Dutch disease is the squeeze on tradable non-resource sectors when a resource boom or capital inflow appreciates the real exchange rate and pulls factors into the booming sector.
Sector Rotation Signals
Sector Rotation Signals — Cyclical versus defensive leadership indicating growth and rates regime.
Sector Momentum Rotational System
Hold the equity sectors with the strongest trailing returns and drop the laggards — industry momentum as a monthly rotation.
Dutch Disease
Dutch disease is the squeeze on tradable non-resource sectors when a resource boom or capital inflow appreciates the real exchange rate and pulls factors into the booming sector.
Sector Momentum Rotational System
Hold the equity sectors with the strongest trailing returns and drop the laggards — industry momentum as a monthly rotation.