Haymaker Daily

On caution and opportunity

Feb 18, 2026

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Hello, Subscribers:

Despite the fact that the NASDAQ has retreated a mild 5%, or so, from its late October all-time high, there are indications this could be the start of something more serious. As the ever-astute Jesse Felder showcased this week, the degree of dispersion recently displayed by the tech sector, by far the heaviest weighting in the NASDAQ, at 60%, is unprecedented.

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