HeyJaredAlgorithmic Investment Models
- Indexed articles, last 90 days
- 5
- Latest publication
- Jul 31, 2026
- Outlet visibility, for ETF Trends
- Top 5M sites
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- Jul 7, 2026
Latest articles
A Broad Approach in a Narrow Market | ETF Trends (opens the original)
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The second quarter of 2026 stood in stark contrast to the first. Our last letter concluded with our suspicion that markets were looking for a reason to go back up. They found one over and over again with each new announcement of an on-again, off-again ceasefire in the war with Iran. Concerns about oil prices and their potential inflationary impact were quickly cast aside, freeing investors to refocus on AI. The result was a historically strong quarter for semiconductor stocks. As semiconductors
The Hour-Long Project We Never Would’ve Started | ETF Trends (opens the original)
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We may often come off as skeptical about AI in this newsletter. Our skepticism is primarily centered on the AI capital spend and AI company valuations rather than the AI tools themselves, which we have found both useful and exciting. In that spirit, I’m going to walk you through a simple example of how we have used AI tools in our research process. Our portfolio has had a fair amount of international exposure over the last 9 months, so I wanted to create a monitor of how various countries have b
The Hour-Long Project We Never Would’ve Started (opens the original)
Read excerpt
This article was originally published on ETFTrends.com. We may often come off as skeptical about AI in this newsletter. Our skepticism is primarily centered on the AI capital spend and AI company valuations rather than the AI tools themselves, which we have found both useful and exciting. In that spirit, I'm going to walk you through a simple example of how we have used AI tools in our research process. Our portfolio has had a fair amount of international exposure over the last 9 months, so I wa
Creative Destruction, Momentum, SpaceX | ETF Trends (opens the original)
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AI may reshape the labor market in ways that are difficult to predict, and it won’t be the first time this has happened. In the short term, the labor market appears to have stabilized and there are some early signs of acceleration. A stronger labor market may turn the Federal Reserve’s attention back toward fighting high inflation, and bond markets have noticed. Much of the market’s recent movement has been driven AI-related companies, creating a stark divide between AI and everything else. Agri
Creative Destruction, Momentum, SpaceX (opens the original)
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This article was originally published on ETFTrends.com. AI may reshape the labor market in ways that are difficult to predict, and it won't be the first time this has happened. In the short term, the labor market appears to have stabilized and there are some early signs of acceleration. A stronger labor market may turn the Federal Reserve's attention back toward fighting high inflation, and bond markets have noticed. Much of the market's recent movement has been driven AI-related companies, crea
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