The Bond Market Is Healing — And Nobody’s Paying Attention

Published on March 2, 2026

I know from my 30 years on institutional fixed income trading desks that the state of an asset class can be judged by how retail investors behave relative to what the data says.

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Software Stocks: Navigating the SaaSpocalypse

March 2, 2026
In this article, we address the divergence of the broad technology sector and the software-as-a-service (SaaS) sub-industry. Behind every good stock or index move is a narrative—the market’s collective explanation for why prices move.

How Long Do Financial Market Recoveries Take?

March 2, 2026
For each market downturn, we explored how investor sentiment reacted around the event. To gauge investor sentiment, we considered a variety of measures. With each of these measures, we explored how long it took for investors to come back to a previous high.