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 2026-07-1730 symbols scored · captured Jul 17, 2026, 9:20 PM
Expansion
XLE
Energy
5.2%
1.43σ
KRE
Regional Banks
7.5%
1.00σ
XLRE
Real Estate
3.0%
0.64σ
Symbol
Name
RS20
Score
Contraction
MTUM
Momentum
-8.3%
-0.65σ
ITA
Defense
-5.3%
-0.67σ
ARKK
Innovation / High Beta
-4.5%
-0.91σ
SMH
Semiconductors
-11.1%
-0.93σ
SOXX
Semis (broad)
-13.3%
-1.24σ
XME
Metals & Mining
-17.2%
-1.29σ
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.