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Rotational Investing

Rotational Investing

Markets rotate. Relative strength shows you where. I make sure you’re already there.

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Substack
PricingOnly free issuesPublishesWeekly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Rotation Report – Week 18, 2026

Powell’s final act as Fed Chair produced the most divided FOMC since 1992. GDP rebounded to 2.0% but the PCE price index within it screamed 4.5%. Oil surged above $106 midweek before pulling back on a last-minute Iranian peace proposal. And...

3 days ago
2
0

The Rotation Report – Week 17, 2026

Oil back up this week as the Strait of Hormuz descended into a tit-for-tat naval standoff. The ceasefire was extended in name. The blockade was not lifted in practice.

10 days ago
10
0

The Rotation Report – Week 15, 2026

A fragile two-week ceasefire was announced late Tuesday, barely two hours before Trump’s deadline to level Iran’s infrastructure. Markets exploded higher. Oil “collapsed”. And for one brief, glorious Wednesday, everything was green.

24 days ago
12
2

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  • Rotational Investing

    I'm Daniel. I analyze rotation opportunities using relative strength - your absolute advantage for timing market shifts. Weekly insights on which assets are moving, backed by technical analysis and real data. Welcome to Rotational Investing.

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