How Market Shifts Happen Overnight, Not Over Years

In 2001, tech stocks tanked 50% while other stocks rose 7.7%—a huge swap in months, not years. In early 2021, energy and finance stocks surged 67% and 43% in six months when bond rates jumped. The pattern is clear: major shifts cluster into quick bursts triggered by economic news, not slow motion. Computer models that assume yesterday's patterns predict tomorrow miss these sudden breaks.