Trading desks and headlines keep pointing to crashing retail sentiment. What they're not telling you: retail investors actually raised their stock allocations in August. Feel bearish, act bullish. More in today's Market Memo (9/23/2026):

Messy desks produce more creative ideas. A 2013 study in Psychological Science found that people working in a disorderly room came up with more creative solutions and were more likely to choose novel options than people in a tidy room. Kathleen Vohs at the University of Minnesota ran three experiments. In one, participants in a messy room generated ideas for new uses of ping pong balls. Independent judges rated their ideas as significantly more creative and interesting than ideas from people in an orderly room. In another experiment, people in the messy room were more likely to choose a new product over an established one. The tidy room had its own benefits: people in it ate healthier snacks and donated more money. But when the task required breaking from convention and thinking in new directions, the mess won. The disorder appeared to free the mind from the constraints that order imposes, allowing it to wander into unexpected territory. Every person who has been told to clean their desk before they can think has been given the wrong advice for the wrong task. If the job is filing, clean the desk. If the job is inventing, leave the mess. Your mother was wrong about your room. Einstein, Twain, and Steve Jobs all worked in chaos, and the University of Minnesota just explained why.

Options desks are leaning hard into an AI rebound. $INTC saw 1.3M contracts trade Thursday, 3x its average, with calls crushing puts. $AMD, $CRWD, and $SPCX all lit up too. Bulls are back.

On plenty of desks, a position update lands on WhatsApp before it lands anywhere else, and it stays there, disconnected from the tonnage list. We just launched WhatsApp integration for Kpler #Chartering#: positions and fixtures shared over WhatsApp flow straight into your terminal. No copy-paste, no missed circulars. Brokers shortlist before the inbox is even open, the edge that gets you there first. Charterers get a cleaner tonnage picture without waiting on a broker to type it up. Owners and operators see real fleet availability, not a spreadsheet updated after the fact. If your desk still runs on WhatsApp and email side by side, disconnected from each other, this is what closing that gap looks like. Book a demo:

The @CadeMarket team is back at our desks after 2 very sleepless nights We're reviewing the first 5 hours of the initial launch and working actively to ship UX and speed improvements where we can We'll be hotfixing things where it's safe to do so, so DM me any and all feedback