Dispersion Deepens as AI Pressures Software and Geopolitical Risks Escalate

Published on March 9, 2026

February ended with a sharp escalation in conflict involving Iran, putting geopolitical risk back on investors’ radar and unsettling energy and emerging markets. But for most of the month, performance was driven largely by continued rotation tied to AI disruption and shifting earnings expectations.

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AI and Creative Destruction

March 9, 2026
If you’re tuning in to see what I think of the latest Iran fireworks, you may be disappointed. My opinion is as accurate as market reactions have been. Which, given wild swings both ways, suggests no one really knows what to expect.

US Department of Labor recovers more than $293K in back wages for 56 construction workers denied overtime by Idaho company

March 9, 2026
NAMPA, ID – The U.S. Department of Labor has recovered $293,698 in back wages for 56 workers employed by a Nampa-based residential construction company after a federal investigation found the employer denied them overtime pay in violation of the Fair Labor Standards Act.Investigators with the department’s Wage and Hour Division determined Speedy’s Framing LLC paid employees straight time rates for