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All Market Commentary Vol Dash Weekly Education

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Matt Thompson 4/6/26 Matt Thompson 4/6/26

Vol Dash 4/2/26

Vol Dash for week ended 4/2/26

Matt Thompson 3/30/26 Matt Thompson 3/30/26

Vol Dash 3/27/26

Vol Dash for week ended 3/27/26

Matt Thompson 3/23/26 Matt Thompson 3/23/26

Vol Dash 3/20/26

Vol Dash for week ended 3/20/26

Matt Thompson 3/16/26 Matt Thompson 3/16/26

Introducing the “Vol Dash”

Welcome to the first installment of the Vol Dash, a weekly update on markets and positioning through the lens of TCM’s Volatility Dashboard.

Matt Thompson 3/5/26 Matt Thompson 3/5/26

February 2026 Commentary

A shift from asset‑light to capital‑intensive sectors and regions kept volatility subdued and the S&P 500 index stalled just below all-time highs in February. With the estimates for AI somewhere between a new utopia and the end of the world, we believe a tactical investment approach remains key.