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 2026-07-1630 symbols scored · captured Jul 16, 2026, 9:20 PM
Expansion
XLE
Energy
2.9%
1.24σ
Symbol
Name
RS20
Score
Contraction
SMH
Semiconductors
-7.7%
-0.48σ
GLD
Gold
-8.3%
-0.65σ
ARKK
Innovation / High Beta
-3.1%
-0.70σ
ITA
Defense
-3.7%
-0.80σ
SOXX
Semis (broad)
-10.3%
-0.87σ
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.