HeyJaredFulcrum Insights
Weekly macro and crypto analysis of what actually moved markets, written by a former registered investment advisor who sources every number himself.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 20, 2026
Latest issues
My model portfolios have returned more than four times the world index since February. Would you pay to see every trade? (opens the original)
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<img alt="Fulcrum Model Portfolios up 35.36% versus 8.44% for the MSCI ACWI since the February 2, 2026 close, as of September 29, 2026." class="sizing-normal" height="630" src="https://substackcdn.com/image/fetch/$s_!F7gw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:st
A Meta Chatbot Pushed AMD Past a Trillion Dollars. Seven of Eleven Sectors Fell Anyway. (opens the original)
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Welcome if you’re new and thanks for coming back if you’re a regular. Fulcrum Insights is my weekly take on what moved markets, what matters next, and what I’m watching.The Chips Paid for the Week and the Bond Market Sent the Bill to Everyone ElseThe S&P 500 had its first winning week since early September, and a handful of stocks did all of the lifting. Meta’s new AI assistant, Muse, hit number one on Apple’s App Store and Meta jumped 11% on Monday. The chipmakers ran with it, AMD gained almost
The Fed Raised Rates for the First Time Since 2023. The Nasdaq and Bitcoin Finished the Week Higher Anyway. (opens the original)
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Welcome if you’re new and thanks for coming back if you’re a regular. Fulcrum Insights is my weekly take on what moved markets, what matters next, and what I’m watching.The Hike Landed, and the Fed’s Own Forecasts Say It Isn’t FinishedThe Federal Reserve raised its benchmark rate by a quarter point Wednesday to a range of 3.75% to 4.00%, its first increase since 2023, and the vote was unanimous. I’ve said for a while now that this Fed was more likely to raise rates than cut them, and Wednesday s
Oracle Grew 30% and Spent More on Data Centers Than It Made. The Rally Lasted Half a Day. (opens the original)
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Welcome if you’re new and thanks for coming back if you’re a regular. Fulcrum Insights is my weekly take on what moved markets, what matters next, and what I’m watching.Oracle Beat on Everything and Its Shareholders Are Paying for the BuildoutOracle reported Thursday night and beat on everything a bull could want. Revenue came in at $19.35 billion, up about 30%, cloud infrastructure revenue grew 121% to $7.4 billion, and the backlog of signed contracts it hasn’t delivered on yet reached $664 bil
Broadcom Grew 86% and Got Sold. Snowflake Grew 35% and Got Bought. (opens the original)
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Welcome if you’re new and thanks for coming back if you’re a regular. Fulcrum Insights is my weekly take on what moved markets, what matters next, and what I’m watching.Same Night, Same Growth Story, Opposite VerdictsThe most expensive number in Wednesday's earnings wasn't Broadcom's $29.59 billion of revenue. It was the $230 million by which its guide missed the Street. Revenue grew 86% from a year earlier, AI chip sales more than tripled to $16.7 billion, and free cash flow hit a record $13.7
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