the.com/market rotation
money doesn't leave the market, it just switches seats before the music stops.
means a shift in investor preference from one sector or style to another, usually driven by changing expectations about growth, rates, or risk.
from traders started calling it rotation in the mid-20th century, borrowing the image of a wheel turning, capital cycling from one spoke to the next as the economic cycle spins.
classic patterngrowth to value when rates rise
sector cluetech down, energy up often signals rotation
not sellingtotal market cash flow can stay flat
cycle timingoften precedes recessions by months