https://www.johnrothe.com/p/the-inflection-point-is-showing-upThe Rotation Reporten2026-10-21T16:21:35+00:00The Inflection Point is Showing Up in the Sector Rotation, and You Need to Pay Attention to Ithttps://www.johnrothe.com/p/the-macro-picture-is-still-a-messThe Rotation Reporten2026-10-20T15:01:44+00:00The Macro Picture Is Still A Mess