Crowly · Market Rotation Intelligence
🌡️ Sector RS Heatmap
Relative Strength rankings · Multi-timeframe rotation · Market cycle positioning · Best stocks per leading sector
RS Score 0–100
11 Sectors
Multi-Timeframe
Rotation Cycle
Top Picks per Sector
Professor Brain
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
🏆
Leading Sector
Tech
RS Score 91 · +8.4%
📉
Lagging Sector
Utilities
RS Score 22 · -1.8%
🔄
Rotation Signal
BULL
Risk-On · Growth leading
📊
S&P 500 Breadth
72%
Stocks above 50 MA
Sector Heatmap — Relative Strength Timeframe: 1 Week
RS Ranking — All 11 Sectors Sorted by RS Score
Market Rotation Cycle — Where Are We Now?
📈 Current Phase — Early Bull / Risk-On
🟢 Phase 1 — Early Expansion
Tech · Industrials · Consumer Discretionary
Growth sectors lead. Risk appetite high. Rates stable or falling. This is the best time to be in momentum stocks and high-beta plays.
✓ WE ARE HERE
🟡 Phase 2 — Late Expansion
Energy · Materials · Financials
Inflation picks up. Commodity plays and banks outperform. Begin rotating out of pure growth.
🟠 Phase 3 — Slowdown
Healthcare · Consumer Staples
Defensive rotation. Earnings slow. Risk-off positioning begins. Reduce cyclicals.
🔴 Phase 4 — Contraction
Utilities · REITs · Gold
Full risk-off. Cash and defensive assets dominate. Avoid growth, go defensive or short.
🧠 Professor Brain — Rotation Strategy
Current signal: Risk-On Bull Phase. Technology and Industrials are the two strongest sectors by RS Score. Consumer Discretionary is showing early momentum acceleration.
Action plan:
▲ Overweight: XLK (Tech), XLI (Industrials), XLY (Consumer Disc)
= Hold: XLF (Financials), XLE (Energy)
▼ Underweight: XLU (Utilities), XLRE (Real Estate), XLP (Staples)
Watch for rotation signal: If Energy RS > 75 and Tech RS starts declining, begin rotating Phase 1 → Phase 2. Monitor weekly.
Key Rotation Indicators
📊 SPY vs XLU ratio: Rising → Risk-On
⚡ XLE vs XLK ratio: Flat → Transition unclear
🏥 XLV vs SPY ratio: Falling → Not defensive yet
💰 XLF vs XLP ratio: Rising → Growth favored
Top Stock Picks — Leading Sectors Only RS-filtered · Crowly Score