If you missed it, I broke down this dashboard and how I actually use it in my process during my weekly show.
This rotation is doing exactly what rotations tend to do when leadership refuses to step up.
It redistributes oxygen without pushing the index forward. Shorter-term breadth is bleeding out of offensive areas like Tech and Discretionary, while longer-term trends remain intact across defensives and real assets, a classic recipe for churn.
Until the offensive sectors re-expand participation on intermediate timeframes, this is the kind of rotation that stabilizes markets, not one that drives upside.
The Stalk List
I’m not going to rehash 20 charts here.
I already broke all of them down live on Friday during All Gas No Brakes.