Rotational Investing
Markets rotate. Relative strength shows you where. I make sure you’re already there.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 57 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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rotationalinvesting.substack.comLatest Issues
The Rotation Report – Week 38, 2026
The 10-year Treasury yield closed the week at 5.00%. It touched higher intraweek, the first time since 2007. It got there one day after the Federal Reserve raised rates for the first time since 2023.
That is not a coincidence. The Fed hike...
The Rotation Report – Week 37, 2026
Light Crude printed exactly $100.00 on Friday. Not $99.80, not $100.01. One hundred dollars to the cent. And on Thursday the S&P 500 lost its 50-day average for the first time since late July.
One hundred on the 50. Those two numbers expla...
The Rotation Report – Week 36, 2026
Ordered a drink this week and the bartender kept pouring. A supply-shock oil spike, a jobs number that ran hot, and a bond market backing up across the curve. Three ingredients, one hawkish cocktail, served two weeks before the Fed has to d...
The Rotation Report – Week 35, 2026
Week 35. That counts as my one year of writing this letter. Something I am proud of. The goal was to make sense of the markets by slowing down. And writing does just that. My biased opinion is that I have improved my understanding of the ma...
The Rotation Report – Week 34, 2026
Gold. Both physical and digital gold surged this week while the Fed tried to intervene to lower long-term yields. My bullishness on these corners was not misplaced, and that is most of the week in one line.
I am enjoying a week away with f...
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Authors
The writers behind this newsletter.
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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