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 2026-10-2330 symbols scored · captured Oct 23, 2026, 9:20 PM
Expansion
XLE
Energy
13.2%
1.57σ
XLP
Consumer Staples
9.0%
1.02σ
XLV
Healthcare
6.5%
0.86σ
KRE
Regional Banks
2.7%
0.81σ
XHB
Homebuilders
1.5%
0.57σ
XLU
Utilities
9.2%
0.56σ
Symbol
Name
RS20
Score
Contraction
XLC
Communications
-5.1%
-0.78σ
MTUM
Momentum
-7.6%
-0.89σ
XME
Metals & Mining
-9.6%
-1.08σ
SMH
Semiconductors
-11.6%
-1.27σ
SOXX
Semis (broad)
-15.0%
-1.63σ
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.