Section
Software
3 posts
Jurrien Timmer: Boom Bust Bubble?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Binary outcome, or a little…
May 14, 2026
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…
March 26, 2026
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…
February 26, 2026