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Haymaker

Haymaker Daily

On awaiting the (inevitable?) rotation

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Haymaker
Jan 09, 2026
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Hello, Subscribers:

It continues to be the belief, and hope, of Team Haymaker that the stock market is in the early stages of a “Great Rotation” such as happened at the beginning of the 21st century. That was when tech stocks were hammered after several years of almost straight-up price gains.

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