HeyJaredEliant’s Exploits
Macro & Event Driven Trader finding exploits within the markets & looking to share thoughts and opinions on Equities, Commodities, Bonds & FX
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 26, 2026
Latest issues
The Week Ahead 9/27/26 (opens the original)
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Hello All,Jumping straight into it, in looking back at this past week, it ended up being a mixed week across the board for the indices. The Nasdaq closed healthily higher, largely ignited by the release of META’s ‘Muse,’ which in turn reignited the AI trade and ultimately led the Nasdaq to finish the week higher by just over 300bps. On the other side of the spectrum, with bonds continuing their descent as the 10Y encroached on highs not seen since ‘06 & ‘07 (5.2–5.3%), breadth in general remaine
5% Treasury Tantrum (opens the original)
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Hello All,To jump straight into it, it’s been a mixed week across the indices given the excitement around the recent release of META’s ‘Muse,’ which, in turn, has reignited the AI trade, leading to quite the outperformance amongst Tech on the week, whereas the other side of the trade is how lackluster breadth continues to remain given the continued surge in the 10Y as the conflict within the Middle East remains unresolved, along with already lingering inflation worries & finally, the economy con
The Week Ahead 9/13/26 (opens the original)
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Hello All,I hope you’re all enjoying the weekend and getting some time away from the screens & wishing you all a successful remainder of ‘26.Jumping straight into it, in looking back at this past week, despite being post-Labor Day, it was generally still a lower-volume week, yet not necessarily a lower-volatility one given the continued flare-up in the Middle East between the U.S. & Iran, with crude having surpassed 100/bbl again, along with the 10Y continuing its rise as well, whereas for the i
The Week Ahead 9/7/26 (opens the original)
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Hello All,I hope you’re all enjoying the weekend and getting some time away from the screens & wishing you all a successful remainder of ‘26.Jumping straight into it, in looking back at this past week, yet again, it was a lower-volume week with it being the last week of the Summer, although post-Labor Day, we should slowly start to see volumes pick back up. Nevertheless, earlier on in the week, we saw a bit of weakness in the indices, mostly driven by the continued tit-for-tat between the U.S. &
A Reset into an Acceleration (opens the original)
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Hello All,To jump straight into it, it’s been yet another quieter week as we round off into the tail-end of summer in which volumes should finally start to pick back up post-Labor Day, but with that being said, the big factor on the week has been circled around the Middle East as both the U.S. & Iran continue to play tit-for-tat, with for now, there being no ‘easy’ exit in sight for the U.S., which in turn has led to a continued rise in crude & therefore the 10Y, thus generally putting a damper
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