A historically high-probability macro setup exploiting consistent strong performance in the 12 months following the Fed's final rate hike in a tightening cycle. Data from all 9 Fed pause episodes since 1984: S&P 500 averaged +12.4% in the following 12 months; rate-sensitive sectors (real estate, utilities, growth tech) averaged +19–25%. The trade rotates into sectors most penalized by tightening and into long-duration assets that benefit most from peak rates.