Archive - Lord Fed's Gazette

What If Everyone Is Wrong About Software?

The Most Misread Narrative in Markets Right Now

Mar 24 • Lord Fed

This Is Where People Usually Get It Wrong

Between the Lines - Vol. 2

Mar 23 • Lord Fed

Hedge First, Ask Later

Between the Lines - Vol. 1

Mar 16 • Lord Fed

The Most Dangerous Market Is the One That Goes Nowhere

Mar 6 • Lord Fed

February Was A Long Year

Volume 170 - The Week Ahead

Mar 2 • Lord Fed

February 2026

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts