The Rotation Desk
Where The Money Is Going
A daily snapshot of which corners of the market are expanding, which are contracting, and the pairs trade riding the spread. Auto-computed at the close. Model-generated. Not a recommendation.
As of 2026-10-0530 symbols scored · captured Oct 5, 2026, 9:20 PM
Expansion
SOXX
Semis (broad)
12.8%
1.64σ
SMH
Semiconductors
11.2%
1.61σ
XLK
Technology
6.7%
0.85σ
IWF
Growth
3.4%
0.76σ
Symbol
Name
RS20
Score
Contraction
KRE
Regional Banks
-7.1%
-0.73σ
XLF
Financials
-7.9%
-0.79σ
TLT
Long Bonds
-6.8%
-1.05σ
Symbol
Name
RS20
Score
The Rotation Desk is an automated research tool. It scores a curated list of ETFs against SPY and surfaces statistically interesting pair candidates. Articles tied to these pairs are written by an LLM and labeled as such. Nothing on this page is investment advice or a solicitation to buy or sell any security. See the disclaimer.