Market Commentary
The Rally Came Before the All-Clear Signal
A market lesson from April 2026: rallies often begin before fear clears, reinforcing the value of systematic participation through uncertainty.
Market Commentary
A market lesson from April 2026: rallies often begin before fear clears, reinforcing the value of systematic participation through uncertainty.
Investment Thesis
Runtime Fund's core investment thesis: long-term compounding is a portfolio engineering problem, shaped by systems, risk discipline, and compute.