Software in Focus as Stocks Put February in Rear-View Mirror

Kent Fung

"I have a tattoo on my arm that says, in ancient Greek, 'I am certain of nothing.' I think that's a good operating principle." – Anthony Bourdain 

Good evening,

The last trading day of February has come to a close. The S&P 500 closed the second month of 2026 down 0.87%. That number is arguably far from catastrophic, but as Fundstrat Head of Research Tom Lee noted this week, "I think many people are going to be glad to put this month behind us," acknowledging that it was "quite ...

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