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 2026-08-0630 symbols scored · captured Aug 6, 2026, 9:20 PM
Expansion
XME
Metals & Mining
4.6%
1.49σ
XHB
Homebuilders
-1.1%
0.52σ
XLK
Technology
-2.3%
0.51σ
XLI
Industrials
-0.2%
0.32σ
Symbol
Name
RS20
Score
Contraction
HYG
High Yield Credit
-2.6%
-0.44σ
XBI
Biotech
-8.2%
-0.49σ
TLT
Long Bonds
-4.6%
-0.52σ
ARKK
Innovation / High Beta
-9.4%
-0.69σ
IBIT
Bitcoin (spot ETF)
-0.3%
-1.00σ
XLU
Utilities
-6.1%
-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.