HeyJaredBig Moves
Big Moves Explained provides clear, accessible explanations for major stock price movements by leveraging decades of market experience and proprietary tools to identify historical precedents and implications so readers can better understand their causes.
- Indexed issues, last 90 days
- 21
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 18, 2026
Latest issues
Big Moves: September 29, 2026 (opens the original)
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BeheadingTrendlines are made to be broken. We flagged a long-term breakdown in Fair Isaac last week but lay no claim to its nearly 27% drop on Tuesday. Credit for that goes to FHFA Director Bill Pulte, who continues his crusade against the company.FICO was already down 55% from its high, so the market has been pretty on top of efforts to bring competition to the credit scoring business for mortgages. The latest nail, if you will, was a nuance that will make alternative providers more interchange
Big Moves: September 28, 2026 (opens the original)
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Leadership MattersA quick lede today as we have family in town. The most notable move on Monday was MongoDB’s 18% drop after news broke that its CEO was being poached by Meta for a senior role. Oof. Mongo is scheduled to have its Investor Day Tuesday. Guess we’ll see how good AI has become at editing PowerPoint…The deeper reads today cover Teleflex (+4.4%) and Boeing (-6.9%).Leave a comment<a
Big Moves: September 26, 2026 (opens the original)
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$1.50 Hot DogI typically don’t make stock recommendations, and won’t break form today. That said, Costco has long struck me as a great operating company with an equally strong business model (check out Acquired’s deep history of the company here). The question usually comes down to valuation.At roughly 40 times forward earnings, it’s hard to say the stock is cheap. It is fair to say, though, it’s priced for a lot of things going right in perpetuity. Please drop a link in the comments if you have
Big Moves: September 24, 2026 (opens the original)
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Good WritingI came across a great note by Matthew Granade, formerly of Bridgewater and then Point72. While I don’t recall ever meeting him, despite working just up the road from each other, we’ve certainly had some shared experiences. Do yourself a favor and read Building an AI Prediction Bot, Two Years Later.Here is the comment I posted on Substack:This is the first note I’ve felt the urge to print in some time. On the whole, it could have been written with few changes during the early days of
Big Moves: September 23, 2026 (opens the original)
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Quick HitsA little different style today to shake things up…US 5-year and 10-year yields both breached five percent on Wednesday. Yellow light. The dollar is behaving, which differentiates now from 1987… if that changes, I’d get scared, as that would point to a broader lack of confidence in our nation-state.Pockets of the travel sector got hit with the AI-Eats-World virus; this feels more appropriate than the financial advisors the day before.The story that knocked the NY Times down more than 5%
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