🧠 Stop Overthinking. Start Following Strength.

This isn’t about opinions. It’s about price. The trades are working. The signals are clear. Now you decide—are you chasing, or are you already in?

Price is the truth and right now, it’s talking.

This week was noise. Defensive names floated, tech hung in, but nothing stuck. Healthcare got crushed. Energy flatlined. Materials bled. That’s not rotation. That’s indecision because of the Quad Witch.

Zoom out one month—and now you’ve got a signal.

Energy’s ripping. Tech’s not far behind. Industrials and basic materials are rising. This is the early pulse of a reflation trade. Growth is beating defense. That’s the tell.

Now pull back to three months.

Tech’s the king. Industrials and cyclicals right behind. Staples are holding up—but only because the rest of the world is catching fire. Healthcare and energy are dead money. Nobody’s showing up to buy the dip.

This is what a rotation looks like.

• Weak sectors stay weak.

• Leaders widen the gap.

• And capital doesn’t wait for confirmation.

If you’re still stuck on last quarter’s trade, you’re already behind.