The pain trade vs the crowded trade vs the rotation trade

The past few weeks have been challenging for most traders and Hedge Funds. The pain trade has been long Tech, the rotation trade in value and cyclicals while crowded longs have been underperforming. A few examples:
1)     oil prices were supposed to go up but reversed brutally couple of weeks ago.
2)     USD was supposed to weaken due to twin deficit policy in the US but has strengthen.