HeyJaredBret Jensen
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 30, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Sep 16, 2026
Latest articles
3 Market Predictions For October (opens the original)
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We have come to the last day of both September and the third quarter. It has been an eventful month. Diesel fuel prices seem to be hitting a new all-time high on a weekly basis. Treasury yields have surged to their highest levels Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving com
AI: Substantial Cracks Have Formed Around This Bubble (opens the original)
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There is plenty of disagreement between stock market bulls and bears on if and to what degree equities are valued. The Bears see a repeat of 1999 and/or 2008 on the horizon. Bulls believe the rally in the markets still has several Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving co
An Inflection Point? OpenAI And Anthropic Cry For Uncle Sam (opens the original)
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There has been a notable change in the zeitgeist around AI over the past ten days. It all started when an ex-OpenAI (OPENAI) safety employee quit a similar position at Anthropic (ANTHRO) and Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeki
The Hotel California: Private Credit’s Woes Mount (opens the original)
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In today’s column, I'm going to circle back on the private credit space. Quarterly redemption requests from investors in major private credit funds continue to be significantly "gated" as the industry has increasingly morphed into the " Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiv
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