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 2026-09-1530 symbols scored · captured Sep 15, 2026, 9:20 PM
Expansion
IBIT
Bitcoin (spot ETF)
20.3%
1.62σ
XLC
Communications
4.9%
1.24σ
UUP
US Dollar
2.4%
0.83σ
Symbol
Name
RS20
Score
Contraction
XLU
Utilities
-4.5%
-0.58σ
ITA
Defense
-12.8%
-0.93σ
SMH
Semiconductors
-6.8%
-1.00σ
SOXX
Semis (broad)
-8.8%
-1.15σ
XME
Metals & Mining
-5.4%
-1.79σ
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.