Sector Flow
Sector, theme, regime rotation
Sector Flow | Tuesday 28 April 2026
Energy +1.7%, Tech -1.7%, Defensives Bid: Tuesday’s Sector Tape Was The Cleanest Defensive Rotation Since The March VIX Spike. Sector Flow | Tuesday 28 April…
Russell Breadth Expansion Confirmed by Dark Pool β But 200-Day Participation Tells a Different Story
Sector Flow: Weekend Edition Macro Structure | Published for the week ahead | Friday 17 April 2026 The Russell 2000 (IWM) gained 2.13% this week…
Semis Exploded Yesterday. Russell Is Leading Today. Is This Rotation or Just Noise?
Sector Flow Semis Exploded Yesterday. Russell Is Leading Today. Is This Rotation or Just Noise? Yesterday was a semiconductor story. AMD gained 7.80%. ON Semiconductor…
Defensive Split: Health Care Bids While Utilities/Staples Fade
π Sector Flow Rotation & Global Capital Flow Calm Tape Fades at the Edges β Defensives Split While Small Caps Slipπ Friday, August 15, 2025…
The Silent Rotation That Could Reshape Augustβs Trading Playbook
π Sector Flow Rotation & Global Capital FlowCalm Tape, Quiet Rotation β Defensive Bids Hide Event Riskπ Friday, August 8, 2025 | β° 10:30 BST…
Rotation or Rejection? Why the Market’s Strength Is Just Smoke
π Sector Flow Rotation & Global Capital Flow Is Rotation Real β Or Just an Excuse to Avoid Protection? π Monday, August 4, 2025 |…
Tech Is Fading But Energy and Health Take Center Stage
π Sector Flow Rotation & Global Capital Flow Is Rotation Real? Or Just A Mask? π Friday, August 1, 2025 | β° 10:30 BST /…
Why Todayβs Reflation Rally Could Be the Quiet Before the FOMC Storm
πSector Flow Rotation & Global Capital Flow Is Sector Rotation a Lie? Institutions Are Hiding in Plain Sight π Tuesday, July 29, 2025 | β°…
Markets Are Drifting Into Powell Without a Parachute
π Sector Flow Rotation & Global Capital Flow FOMC Day Roulette β Markets Are Floating Without a Net π Wednesday, July 30, 2025 | β°…
TSLA, Tech and the Sector Rotation Mirage: Why Institutions Just Stepped Off the Gas
πSector Flow Rotation & Global Capital Flow Hidden Hands, Hedgeless Exposure, and the TSLA Timebomb π Wednesday, July 23, 2025 | β° 18:30 BST /…