HeyJaredETF + Stock Signals
Long-term investing, explained like a system: ETFs, rules, trade-offs, and risk management.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 13, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 26, 2026
Latest issues
Oracle answered the capex question. Rates still won. (opens the original)
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Bond market started the week pricing roughly 1.3 Fed hikes by year-end. By Friday, that was closer to 2.Back in July, I wrote that markets were starting to price another Fed hike. Now the odds for Wednesday are around 85–90%.For most of the year, stocks treated rates like background noise. This week, that changed.Oracle delivered one of the strongest AI quarters of the year: 121% cloud infrastructure growth, $664B backlog, better-than-feared cash flow, and unchanged capex guidance.The stock stil
$45 billion to $10 billion in five days (opens the original)
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Single hedge fund went from roughly $45 billion in assets to about $10 billion — in days.For three sessions this week, AI trade looked like it was breaking on fundamentals. It wasn’t. It was breaking because one leveraged holder had to sell everything at once, and everyone else got out of way.Then seller was gone. Thursday, tech had its best day since April 2025.Nothing about underlying businesses changed between Wednesday and Thursday. That gap R
Three beats. Three sell-offs. (opens the original)
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Swap markets now price roughly a 1-in-3 chance the Fed hikes on Wednesday.Data bites from the weekAlphabet posted its first negative free cash flow quarter since
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