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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
Issues34SubscribersRead rotationalinvesting.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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.

4 days ago
4
2

The Rotation Report – Week 14, 2026

The amount of money moving on a single tweet or speech is something else entirely. We are operating in a different market than five years ago. Headlines rule price action, especially in the major indices and energy commodities. The cartoon ...

11 days ago
2
0

The Rotation Report – Week 12, 2026

This was not a subtle week. Markets sent unmistakable signals across every asset class, and the message was consistent: the macro regime has shifted. As not to fall into repetition too much, I'll focus on what mattered most from my point of...

25 days ago
3
0

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Authors

The writers behind this newsletter.

  • 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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