HeyJaredFRANCIS’s Substack
Macro Technical with HVFmethod, with overlay Fundamental filters.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 16, 2026
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- Jul 24, 2026
Latest issues
Five stories down. One left standing. (opens the original)
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Tomorrow the Federal Reserve raises. Roughly 92% odds are attached to it, and it will be the first increase since 2023. The ten-year cleared 5% on Tuesday for the first time since 2007, on its fifth consecutive session higher — it got there before the committee did.For two years we have been told the Fed is behind the curve and ought to be cutting. The observation is backwards. The bond market decides, particularly at the extremes, and where we are is extreme indebtedness.The sharper lesson land
The duality of morality — what they tell you, and what they tell each other (opens the original)
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<img alt="" class="sizing-normal" height="490" src="https://substackcdn.com/image/fetch/$s_!c-Yi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa4f564a7-6345-441e-b1e8-0752a2b24b42_870x490
The Mars bar index says 7.53%. The state says 2.48% (opens the original)
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A cleaner working a hoarder clearance in North Lincolnshire this week turned up a Mars bar that had been sitting in the property since 1991. She photographed it alongside one bought this year. The picture has since been viewed several hundred thousand times, and for good reason. The 1991 bar does not look like an older version of the same product — it looks like a different product entirely.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!2in6!,f_auto,q_
The Hotel California of US debt (opens the original)
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<img alt="" class="sizing-normal" height="944" src="https://substackcdn.com/image/fetch/$s_!px3s!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8332770a-6c6d-4b23-8ae5-cdd985efa5c3_2098x1360.j
The $20,000 calls are cheap insurance and margin capital efficiency items, NOT insider intel for a Gold surge before year end (opens the original)
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There is a great deal of excitement about a column of numbers. A swathe of X Influencers in the gold space have posted the December Comex gold option chains recently, showing thousands of fresh call contracts have been added at strikes running from $6,000 up to $20,000. Gold is trading a little above $4,000. The highest of those strikes requires the metal to rise fivefold before December.The reading being circulated is that somebody knows something — that a nod has been given, and the insiders a
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