“Yes, THAT growth-to-value sector rotation I called in November to last through Feb before volatility Mar into May. THAT was my call and it’s still in play before a massive de-risking in MAG7 and SaaS unwind showed up along with a very-well timed warning for metals and crypto volatility - as money rotates into:

• Value over Growth

• Cyclicals over Seculars

• Defensives & Low Beta (even bonds) as proxies over Volatility”

samanthaladuc.substack.…