Tariffs, Tech Wrecks, and the Great Rotation of 2026 Headline Drama The mainstream headlines are panicking about trade wars and stumbling tech giants. But if you’ve been following my "Financial Model Blog," you know this isn’t a crisis—it’s the healthy broadening we’ve been waiting for. If you only watched the nightly news this February, you’d think the financial sky was falling. First, we had the staggering executive orders announcing blanket 15% tariffs on a wide range of i