Archive - Lord Fed's Gazette

Why the Flat Index is a Lie

Mechanics of the right-tail, software de-risking, and the death of the AI displacement narrative?

Feb 26 • Lord Fed

Saaspocalypse II - Electric Boogaloo

Volume 169 - The Week Ahead

Feb 24 • Lord Fed

Your best idea is worthless if you can't sit in it.

Feb 14 • Lord Fed

Was That Capitulation…

Volume 168 - The Week Ahead

Feb 9 • Lord Fed

The Index Is a Mirage

Mid-Week Thoughts

Feb 5 • Lord Fed

Same Bull, Different Rules

Volume 167 - The Week Ahead

Feb 2 • Lord Fed

January 2026

Shorting the Mechanism

Volume 166 - The Week Ahead

Jan 26 • Lord Fed

This Rally Has a Problem

Volume 165 - The Week Ahead

Jan 20 • Lord Fed

When the Bull Buys Puts

Mid-Week Thoughts

Jan 15 • Lord Fed

Being Cautious is Getting Expensive

Volume 164 - The Week Ahead

Jan 12 • Lord Fed

ICYMI: Why Continuation Remains the Most Underpriced Outcome

The Year Ahead 2026

Jan 6 • Lord Fed

The Most Underpriced Outcome Is Continuation

The Year Ahead 2026

Jan 5 • Lord Fed

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