The Global Guru

The Global Guru

The $150 Billion Clue: How Sector Rotation Reveals Wall Street’s Next Big Bet

Jan 07, 2026
∙ Paid

Here’s a fact that may surprise you:
The brutal 2022 bear market wasn’t just a story of fear and capitulation.

It was one of the largest strategic reallocations of capital in recent memory.

Yes, the S&P 500 fell nearly 20%.
Yes, the Nasdaq collapsed by roughly a third.

But while most investors were fixated on plunging tech stocks, something far more importa…

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