Consumer staples are eating again. $XLP seeing money flow back in hard.
Wild how fast the narrative flips right? One day everyone's chasing AI vaporware with 100x forward multiples. Next day they're like "wait maybe companies that actually make money and pay dividends aren't so boring after all."
AI stocks trading with more volatility than actual crypto now. That's saying something lmao.
Defensive rotation is real. When risk-off hits, people remember food and toilet paper companies don't go to zero.
Wild how fast the narrative flips right? One day everyone's chasing AI vaporware with 100x forward multiples. Next day they're like "wait maybe companies that actually make money and pay dividends aren't so boring after all."
AI stocks trading with more volatility than actual crypto now. That's saying something lmao.
Defensive rotation is real. When risk-off hits, people remember food and toilet paper companies don't go to zero.