Weekenders

Mar 1, 2026

17 min

Yesterday we wrote about AI’s recent contribution to creating a hard-to-navigate investment environment: So this week was “AI is taking over everything” heavy in the news and socials, presenting investors with another looming seismic shift in the “world we know” and on which we base our investment decisions. Just as we pressed send on that email, the USA and Israel started bombing Iran… Here you can find everything we wrote last week, plus some other interesting stuff we came across on our travels.

Mar 1, 2026

11 min

This week news and social media was force feeding us: “artificial intelligence is going to take every white collar job”. “Look at what I built with AI, you are going to get left behind unless you do it too” “I vibe coded this mobile app in 10 seconds and made a zillion dollars” We also saw the newly coined “SaaSpocalypse” play out with most major global software as a service (SaaS) companies getting sold off. The market appears to think that AI is now so good and fast at coding (creating software) that major enterprise software companies don’t have a defense…

Feb 22, 2026

10 min

Here you can find everything we wrote about in the past week, plus some interesting stuff we came across on our travels.

Feb 21, 2026

14 min

Eerily quiet on the small end of the market this week. (continuing what has been a generally stale and quiet February) But this is not like previous “pauses” between mini bull runs we have seen the last few years. While most stocks have come off a bit, there doesn’t appear to be much “desperate selling no matter what” like during past breathers. Now, even though it's quiet, it seems like most shareholders still want to be there, in anticipation that another run is just around the corner… and have the means to hang around. The selling during the pauses doesn't seem as strong as in the past.

Feb 15, 2026

18 min

Here you can find everything we wrote about last week, plus some interesting stuff we came across on our travels.