Real Vision: Finance & Investing Trading the Markets: February 18, 2026
Feb 24, 2026
Kris Bullock, a chart-focused macro and crypto analyst who lays out trade setups and breadth indicators. He dissects the NASDAQ bounce and sector risk appetite. He highlights AI-stock strength, crypto-tech correlation, tokenized gold momentum, and what conditions might spark a crypto rally. He also reviews credit spreads, whale SPX buyers, and a shift toward AI-driven investing tools.
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Breadth Signals Risk Appetite Returning
- The recent NASDAQ bounce shows signs of genuine risk appetite, not just a dead-cat bounce.
- Kris Bullock points to high-beta vs low-volatility, consumer discretionary vs staples, and sector breadth rising to ~62 as evidence.
Tight Credit Spreads Support Equities
- Credit spreads remain historically tight while a breadth indicator steadily climbs, supporting a broader market advance.
- Bullock wants breadth to reach the 70s (currently ~62–63) to confirm cross-market participation.
Rackspace Rocketed After Palantir Deal
- Rackspace stock spiked ~240% after announcing a partnership with Palantir.
- Bullock frames this as 'alt season' happening in AI-adjacent stocks rather than crypto right now.