grandriver Introduction The latest trading week was truly fascinating. Not only because we were hit by a massive earnings wave but also because we witnessed a very rapid rotation back from value stocks to growth stocks. Although legendary investor Bill Gross agrees with my longer-term thesis of moving money from growth to value stocks, the market did the opposite.    With inflation up, economic growth down and two-year Treasury yields testing 5%, Bill Gross sensed the music in markets was fading, and sa ...