The Rotation Map
Where the money's moving · 11 sectors · 12 weeks · graded vs SPY
← High-betaBlue-chip →
leaning blue-chip · ahead by 3.8 percentage points over the last 10 sessions
← GrowthDefensive →
leaning defensive · ahead by 7.1 percentage points over the last 10 sessions — a bigger lean than usual
← Small capsLarge caps →
leaning small caps · ahead by 0.5 percentage points over the last 10 sessions
each cell = that week's return minus SPY · color = rank among the 11 · hover for the receipt trend verdicts describe the past four weeks — never a forecast the wolf reports; you decide