HeyJaredCharts and Parts
A market risk channel to simplify the world of volatility with an eye on solutions
- Indexed issues, last 90 days
- 7
- Latest publication
- Aug 19, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest issues
QE at the Top – Part 2 (opens the original)
Read excerpt
The Treasury made an announcement this week.It will at least double the size of its long-end Treasury buybacks.But please, do not call it QE.The official term is “Increased Sizes of Nominal Long-End Liquidity Support Buybacks.”Much better.We wrote about QE at the Top earlier this year. Apparently, it needed a Part 2.The Fed already has its own program called “Reserv
We Are Moving! 🚛 (opens the original)
Read excerpt
Hi everyone,A quick update from Charts & Parts.We recently launched the new website:Charts & PartsOver the past year, we have been building toward a more complete Risk OS centered around tools, frameworks, and modern risk management.The first tools are now entering final polish and will be rolling out soon.Everything will be free.You were early to Charts & Parts, and we’d love for you to stay with us, kick the tires, share your feedback, and invite anyone you think might enjoy what we’re buildin
AI Is New. The Credit Cycle Is Not. (opens the original)
Read excerpt
In a short period, we have seen three AI developments.Circular financing is growing. Nvidia and others are helping finance companies that buy their products.The SEC exempted certain data center debt from key securitization rules: sponsors no longer have to retain 5% of the credit risk -- a rule designed to keep issuers’ skin in the game.Nvidia just partnered with financial giants Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion of capital for AI
Inflation for Normies (opens the original)
Read excerpt
INTROInflation is a hot topic for good reason.Over the past five years, CPI (Consumer Price Index) has averaged roughly 4.5%: more than double the Fed’s 2% target.Inflation is one of the biggest drivers of today’s affordability challenges.Before we can manage inflation, we first need to understand it.C&P LENSInflation has always been with us.It is elusive and can be difficult to see and measure.Sometimes it creeps. Someti
Risk is DIY (opens the original)
Read excerpt
Markets move.Life moves.Risk moves with them.Risk shifts.Risk compounds.Risk concentrates.And those relationships evolve over time.Many investors believe risk management can be fully outsourced:to advisors, models, questionnaires, or static allocations.We disagree.Because risk keeps moving.Managing it requires participation.SAME MARKET / DIFFERENT RISKThe relationship with risk begins with the person behind the po
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.