HeyJaredAng Traders
40-years in the market and still interested in trying to understand it.
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 26, 2026
Latest issues
Weekly Summary Analysis (opens the original)
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<img alt="Volatile single line graph, close-up with copy space" class="sizing-normal" height="354" src="https://substackcdn.com/image/fetch/$s_!dKhc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2F
The models are predicting more volatility. (opens the original)
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The net-transfer in the first 243-days of fiscal-2026 is +$40B (+2.5%) more than last year.Nominal-spending is +$503B higher than last year.The change in bank credit is +230B higher than last year.The Fed’s IOR (interest on reserves) has paid -$51B less than last year.Net money-creation is +$219B more than last year at this point; extrapolating this rate means there would be +$227B more money-c
The Tax-Take (opens the original)
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The S&P 500 (SPX) is currently tracking reserve and liquidity models, showing a countertrend move higher after the mid-September tax drain.High-yield spreads bounced off resistance, supporting the inverse relationship with SPX’s upward movement.Current market action mirrors last September, with a pull-back followed by a rally, but seasonal weakness pers… Read more
Update: The long and short (opens the original)
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<img alt="Sick young woman sitting on sofa blowing her nose at home in the sitting room. Photo of sneezing woman in paper tissue. Picture showing woman sneezing on tissue on couch in the living-room" class="sizing-normal" height="420" src="https://substackcdn.com/image/fetc
Weekly Summary Analysis: only five times in the last 30-years (opens the original)
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Fund-flows, net transfers, and nominal spending are all higher year-over-year, indicating strong underlying market liquidity.Seasonal weakness is expected around the fiscal year-end and mid-September tax period, but these are likely to be temporary pullbacks.<div class="im
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