HeyJaredAAS Economics
Money supply and monetary liquidity are the essence of our research, following the multi-decade work of Dr Frank Shostak. We help you understand how these affect the economy and how to take advantage of them in your investment decision-making process.
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 8, 2026
Latest issues
Global Market Rankings - Quarterly Model Update (opens the original)
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<img alt="" class="sizing-normal" height="952" src="https://substackcdn.com/image/fetch/$s_!-UhM!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F994ed132-4b9f-41bd-9dab-c2c3a4a67b22_1516x991.png"
Stocks v. Bonds - Our Monthly Position Update (opens the original)
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<img alt="" class="sizing-normal" height="316" src="https://substackcdn.com/image/fetch/$s_!jfiS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa28568f8-da1c-476c-a71a-76fbf55798ba_474x316.png" w
Last Week’s PMIs - Anything New? Money Supply & Macro #76 (opens the original)
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<img alt="" class="sizing-normal" height="287.5" src="https://substackcdn.com/image/fetch/$s_!YgR1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F67c6edcc-24a9-40fe-b8cd-cf4aee1dac05_712
VIDEO: The Fed’s Rate Hike - A Commentary (opens the original)
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Time to Switch Sectors? (opens the original)
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August saw the bull market return, especially in the commodity sectors with Energy rising by 7%, Basic Materials up by 6%. Technology put in a big month also, gaining 6.2%. The S&P500 ended up by 2.7% while our Sector model returned 3.4%.Despite the volatility, our approach using business cycle staging (driven by fluctuations in the money supply growth rate) continues to outperform. Below is the summary US model output:<a class="image-link image2 is-viewable-img" href="https://substackcdn
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