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 2026-08-2630 symbols scored · captured Aug 26, 2026, 9:20 PM
Expansion
IBIT
Bitcoin (spot ETF)
18.5%
2.96σ
ARKK
Innovation / High Beta
16.5%
1.28σ
XBI
Biotech
8.8%
1.12σ
XME
Metals & Mining
18.3%
0.86σ
GLD
Gold
8.5%
0.68σ
Symbol
Name
RS20
Score
Contraction
XLRE
Real Estate
-6.9%
-0.40σ
KRE
Regional Banks
-7.1%
-0.57σ
XHB
Homebuilders
-3.8%
-0.62σ
UUP
US Dollar
-6.4%
-0.63σ
XLU
Utilities
-8.1%
-0.71σ
ITA
Defense
-5.0%
-0.97σ
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.