In the second quarter of 2026, institutional fund managers quietly redirected capital away from technology and toward financial stocks, responding to the steady climb of interest rates with the measured logic of professionals who follow economic signals rather than sentiment. The move reflected a timeless dynamic: when the cost of money rises, those who lend it tend to prosper, while those whose value rests on distant future earnings find themselves diminished in the present. This rotation was less a verdict on any sector's worth than a reminder that markets are always recalibrating — not towa