Why Smart Money Buys Toothpaste When The Economy Sours: The Defensive Rotation Playbook 11 Feb 2026 Post a Comment Defensive Sector Rotation is the strategic movement of investment capital out of high-growth, risky assets (like technology) and into stable, esse… defensive sector rotationenJNJPGrecession proof stocksSPYstagflation investment strategyXLPXLV