Aaron Jackson @RotationReport

15 years in the thesis crushing business Author of The Rotation Report, demystifying stock market by speaking plain english rotationreport.substack.com Michigan Joined September 2024

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Aaron Jackson @RotationReport

9 hours ago

bonds and stocks low for the month on September 1st?!

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Chart Of The Day: The Networking Index is +35% since breaking through the tech bubble high the last week of June As of yesterday's close, there's still ~15% upside to the first major target area $AVGO $CIEN $ANET $COMM $CSCO

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Aaron Jackson @RotationReport

a day ago

Chart Of The Day: The Bellwethers rotationreport.substack.com/p/chart-of-the… $SPY $NVDA $HOOD

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Aaron Jackson @RotationReport

a day ago

tomorrows jobs report should be fun

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Aaron Jackson @RotationReport

2 days ago

The bonds are moving aggressively. If yields aren't going to spike, maybe they crash. Talked about that and how i'm playing it in today's Rotation Report rotationreport.substack.com/p/earnings-ins… $TLT $JNK $XLF $SPY

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Aaron Jackson @RotationReport

2 days ago

Yesterday the Nasdaq 100 tested the 50 day moving average for the first time since the tariff lows. It would be hilarious is that was the low for September $QQQ $NDX

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Aaron Jackson @RotationReport

2 days ago

Nat Gas popping out of this wedge today

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Aaron Jackson @RotationReport

2 days ago

you might as well bid things up in the pre market we all know these gambling addicts are coming in on the open no matter what

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Aaron Jackson @RotationReport

3 days ago

there's 1 million tweets out there about the gold breakout, meanwhile gold miners $GDX are running into the thickest resistance left in the book from the 2011 high zone

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Aaron Jackson @RotationReport

3 days ago

Chart Of The Day: Bond Volatility was a powder keg coming into the week This is just the beginning $TLT

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Aaron Jackson @RotationReport

3 days ago

Fresh Free Rotation Report: A September To Remember rotationreport.substack.com/p/a-september-… $XLK $SPY $TLT $TNX $MOVE $BTC.X $IBIT $ETH.X $ETHA

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Aaron Jackson @RotationReport

3 days ago

Chart Of The Day: Bond Market Breakdown incoming? Numerous broad bond market ETFs are selling off right where you think they would after years of consolidating after massive declines. The massive risk to financial assets is new legs lower are underway $BND $BWX $LQD

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Aaron Jackson @RotationReport

3 days ago

There's too much noise about September - so I just went ahead and did a stream to break it all down rotationreport.substack.com/p/the-rotation… $SPY $TLT $SMH $GDX $BIDU Bitcoin

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Aaron Jackson @RotationReport

3 days ago

I'd say the markets are broken if UK's government doesn't fail sooner than later. There should be 0 bid here

Josh Howie @joshxhowie

3 days ago

I'd say the markets are broken if UK's government doesn't fail sooner than later. There should be 0 bid here

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Aaron Jackson @RotationReport

3 days ago

What a heatmap we have here today

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Lisa Abramowicz @lisaabramowicz1

4 days ago

The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices to raise revenues. Yields on 30-year gilts have reached their highest levels since 1998. (1 of 3)