HeyJaredCrack The Market
Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.
- Indexed issues, last 90 days
- 20
- Latest publication
- Sep 29, 2026
- Audience
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- Earliest in this view
- Aug 22, 2026
Latest issues
The Age of Copper II: The Miners (opens the original)
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Ten months ago, in The Age of Copper, and I made the case that electrification, AI data centres and grid investment were about to collide with a mine supply base that cannot grow, and that the metal would re-rate. It did and copper is now above $14,500/t, an all time high, and the copper miners have roughly doubled.<div class="
Crack The Market pricing update: lock in $400 a year before October 15th (opens the original)
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Thank you for being hereA little over a year ago I wrote to you to say that Crack The Market had reached 800 subscribers and that I was raising the price for the first time. Today there are more than 12,000 of you. The research has been cited in the Financial Times, and the community now includes readers at some of the largest asset managers, hedge funds, family offices and technology companies in the world, alongside hundreds of individual investors building long term wealth with the same resea
The Diesel Export Ban Risk Nobody Priced (opens the original)
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In July, in the Risks section of the Valero deep dive, I wrote this:Political Intervention - Windfall Taxes and Export Restrictions:Record refining profits during a consumer fuel price spike is a politically combustible mix.The two instruments that would genuinely hurt are a windfall profits tax and a product export ban, and the latter would trap Gulf Coast supply domestically and crush USGC cracks specifically.Management assesses export ban risk as low, the US is long both crude and products, r
The Age of Agents: Muse Just Changed What the AI Dollar Buys (opens the original)
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Muse is the moment the agent replaced the chat. Below, I explain why it is the tipping point and what it means for everything. Paid subscribers get the part nobody else has published yet: the compute arithmetic, where the AI dollar moves next, and the seven names I cover ranked by who gains most.Meta’s Muse is a big bang for agentsOn the 8th of September Meta launched Muse, and within ten days it was the most downloaded app in the United States, ahead of ChatGPT. The market logically read it fir
ams OSRAM: The Future of Light, On Borrowed Time (opens the original)
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Forty percent in three sessionsOn Monday ams OSRAM rose 23% in a session. By Wednesday 23rd of September, it was at CHF 23.45, up 40% in three sessions, within a franc of its May high of CHF 23.82. The trigger was the launch of an 850nm microVCSEL array for AI data centers at ECOC in Malaga, with a cable maker, BizLink, as the named partner. The product has no end customer announced and no revenue before 2028.<div class="digest-
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