HeyJaredInvestments with Strong Holders
📉✊📈 Knowing great ideas alone isn't enough — you must constantly gauge your positioning against the prevailing market forces. Investigating innovation, liquidity, rotation, and market regime — and integrating them into one cohesive strategy.
- Indexed issues, last 90 days
- 4
- Latest publication
- Jul 23, 2026
- Audience
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- Earliest in this view
- Jul 16, 2026
Latest issues
The internet is buzzing about the fact that Google’s ($GOOG) EPS turned out to be non-cash and CapEx is rising again. (opens the original)
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Everyone was upset that instead of the expected EPS of 2.877, the company reported 9.11. However, these are all non-cash figures that have nothing to do with core business growth. Yes, the EPS surprise was +216%, but in reality, it was all non-cash income.People were also disappointed that the Search business slightly missed revenue expectations ($48.1B vs. $48.6B expected).The biggest disappointment was the continued growth of the backlog — although on the other hand, this is the main engine of
In a week, the Fed will hold its meeting, and while the market is guessing whether the Fed will cut rates in July or not, I’m looking in a different direction. (opens the original)
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After traders mostly calmed down following the inflation data and signs of weakness in the labor market, the probability that the rate would remain unchanged started approaching 90% already a week ago.Now that probability is around 78%, and with only a week left until the meeting, the entire market will be watching the jobless claims data on Thursday very closely. Any speculation on this topic will keep jerking the market up and down.Thanks for reading Investments with Strong Holders! Subscrib
Our liquidity barometer is showing liquidity flowing back into the market. (opens the original)
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<img alt="" class="sizing-normal" height="642" src="https://substackcdn.com/image/fetch/$s_!slmf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F91beba3c-be7b-480c-82f0-c689716a1e60_1338x642.png"
SpaceX Liquidity Wave // MAG7 Rotation (within the MAG7) // 3 Stock Breakdowns of the Day (opens the original)
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3 key stories of the day<img alt="" class="sizing-normal" height="713" src="https://substackcdn.com/image/fetch/$s_!QUf2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8
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