Section
Software
6 posts
The $485-billion Question
The evidence is accumulating, not arriving all at once. That is the central tension running through Goldman Sachs'…
The AI Builders Have Had Their Day. Now Watch the Adopters.
The first chapter of the AI investment story was easy to write. Buy the builders: the chip makers,…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Moat Hunters: Why AI Disruption Is a Stock-Picker's Market, Not a Bargain Bin
Kai Wu of Sparkline Capital argues the software selloff isn't a value opportunity — it's a sorting problem.
Jurrien Timmer: Boom Bust Bubble?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Binary outcome, or a little…
Private Credit: The Narrative and The Reality
Separating signal from noise in a market under scrutiny Private credit is having its first real test. After…
SaaSpocalypse… or Just the Next Phase of Software?
On February 11th, the IGV software ETF dropped another 3%. As of yesterday, February 25, it was at…