Where The Edge Lives
The Week Ahead 3/22/26
The Big Picture
Q1 2026 has unfolded almost lockstep to my Q1 Market Outlook, outlined in the playbook — energy on top, tech under pressure, and plenty of volatility in between. For anyone who missed the original roadmap, I’ve linked the full report below.
PolycarpFX Q1 2026 Market Outlook
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Welcome to our Q1 2026 outlook —the year when markets can get serious about mean reversion. If you’ve been watching the tape, you know something feels off. Sentiment is elevated, leverage is accelerating, and tech has been carrying the entire market on its shoulders. This report breaks down what history tells us about midterm election years, where the r…
This week I’ll be rolling out my Q2 Market Outlook. It’s worth asking: how were so many of these mov…
