HeyJaredHenrik’s Portfolio
My personal Substack - where I show you my portfolio - and how I invest during the Cycle.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 23, 2026
Latest issues
The ALTSEASON is here. The Rally will be extreme. (opens the original)
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Portfolio CommentaryThis portfolio is constructed top-down, from the Business Cycle and the broader Macro Outlook rather than from individual stock narratives. The current read is a familiar late-cycle divergence: the real economy is stalling, yet equity markets continue to push higher. That gap rarely resolves quietly. It typically resolves through rot… Read more
Crypto is about to explode higher. Portfolio will follow! (opens the original)
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Portfolio CommentaryThis portfolio is constructed top-down, from the Business Cycle and the broader Macro Outlook rather than from individual stock narratives. The current read is a familiar late-cycle divergence: the real economy is stalling, yet equity markets continue to push higher. That gap rarely resolves quietly. It typically resolves through rot… Read more
ETH Break - now the Retest - before “Da Moon” (opens the original)
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Portfolio CommentaryThis portfolio is constructed top-down, from the Business Cycle and the broader Macro Outlook rather than from individual stock narratives. The current read is a familiar late-cycle divergence: the real economy is stalling, yet equity markets continue to push higher. That gap rarely resolves quietly. It typically resolves through rot… Read more
The Crypto Bull is here! And the Portfolio is set for that Environment. (opens the original)
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Portfolio CommentaryThis portfolio is constructed top-down, from the Business Cycle and the broader Macro Outlook rather than from individual stock narratives. The current read is a familiar late-cycle divergence: the real economy is stalling, yet equity markets continue to push higher. That gap rarely resolves quietly. It typically resolves through rot… Read more
Only the Beginning... Much Higher Levels Coming (opens the original)
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Portfolio CommentaryThis portfolio is constructed top-down, from the Business Cycle and the broader Macro Outlook rather than from individual stock narratives. The current read is a familiar late-cycle divergence: the real economy is stalling, yet equity markets continue to push higher. That gap rarely resolves quietly. It typically resolves through rot… Read more
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