The Rotation Report
AaronEverything is a cycle. We're here to talk about it
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 267 | Subscribers | Read | rotationreport.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Stock To Watch
Good Morning! What incredible world we live in. Super Micro Computer basically crashed Friday on not pre announcing an earnings beat. Not sure i’ve ever seen that one before. But that just tells yo…
The Great Hallucination
TLDR: There are some decent spots out there, but there are a lot of good reasons to be patient as we chew through the meat of earnings season. The big question is - is the entire market in trouble …
The Taiwan Semi Problem
What’s up people? Good morning! Happy Options Expiration. We saw some market volatility on Israel retaliation overnight and now those moves have been erased. It could be a panic overdone. OR it …
4 Piece Nuggets (update 9am EST)
Hello Friends! Not too much is changing on the market front other than rumors of Israel not responding to Iran until after passover. Which apparently oil figured that out yesterday as it lost 84 and …
Authors
The writers behind this newsletter.
Perma Bear On The Streets. Optimist In The Sheets
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