HeyJaredAdvised
The discussion is always the same: timely market structure and positioning that interests investors and traders.
- Indexed issues, last 90 days
- 8
- Latest publication
- Jul 10, 2026
- Audience
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- Earliest in this view
- Jul 3, 2026
Latest issues
The 4PM Recap: AMD, AMAT, SHAK, RIVN, COST, Jul 9 (opens the original)
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The tape ate a geopolitical headline this morning, flushed hard, and bought the whole dip back into the bell. The S&P finished the session fractionally lower, down about 0.3%. Under the hood it was a bounce back day: the majority of names on our bullish scan moved higher, and the 80-day cycle is still pressing up into its peak, with long term buyers holding the market up even as the structure weakens. Our phasing has ES rising into a 40-day peak that today’s action confirmed. The invalidation is
FLD + RVOL Watchlist: July 9, 2026 (opens the original)
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Cycle posture (as read on air today)The 80-day cycle is still pressing up into its peak, with long term buyers holding the market up even as the structure weakens underneath. Our phasing has ES rising into a 40-day peak that today’s session confirmed. The invalidation is clean: today’s session low. A close below it and the phasing is wrong. The working read into the coming sessions: if the index rolls into its next FLD interaction from this weak posture, the bear scan lights up.Bullish scan: cle
Postmarket Commentary: FLD Failures, John Deere Breaks Through, Jul 7 (opens the original)
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Today's scan flagged the names that fell through their 20 and 40 day FLDs. Chips led the weakness, though not on extreme volume. It is a go nowhere market right now, and that is exactly the environment where the scan earns its keep.John Deere is the standout. It started the day above its FLD and drove straight through the level at 618. That is roughly 46 days since the last 80 day trough, which lines up with the model. One to three shares is the size, same as always.Dell did the opposite. It sta
The 4PM Recap: MSTR · BA · AAPL · ZIM · KSS · Jul 6 (opens the original)
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MSTR was the standout. It has drifted lower for more than two months, then ran straight into its 20-day FLD and had a great day off it. That is the setup the cycle work is built to catch: a name coming into a known level after an extended move down.Boeing crossed its 40-day FLD today, and it crossed on the prior trading day too. Two days in a row on the 40-day is a second-day play. The mechanics are simple: one, two, or three shares to participate, nothing more. Not a recommendation, just how th
The Week the Newsletter Learned to Build Itself (opens the original)
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<img alt="" class="sizing-normal" height="540" src="https://substackcdn.com/image/fetch/$s_!lw2c!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc7a9f722-63b5-424a-9d17-ecac3d3df505_1280x540.png"
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