HeyJaredJarvis® Newsletter
Periodic Newsletter and Videos with Actionable Investment Ideas in Stocks, Bonds, and More
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 30, 2026
Latest issues
Can You Retire at 50 with $5 Million? (opens the original)
Read excerpt
I’ll come right out and say it: “can I retire with $5 million” is the wrong question.Two 50-year-olds can have the exact same $5 million portfolio and get completely different answers about whether they can walk away from work. The number isn’t what matters. What that number has to support is what matters.Take two households. Household A is 50, has $5 million invested, needs $150,000 a year, owns their home outright, and their kids are through college. Household B is also 50, also has $5 million
Hidden Concentration: What Your Index Fund Isn't Telling You (opens the original)
Read excerpt
You can own hundreds of stocks in an index fund and still be more concentrated than you think. That idea, hidden concentration, anchors this quarter's Investment Committee conversation, alongside the question we get asked constantly: is AI in a bubble?On the surface, Q2 2026 was a strong quarter (the S&P 500 was up 14.9%, the Nasdaq 21.4%). But inside the Left Brain investment committee, the conversation was about what those headline numbers don't show: a Magnificent Seven that mostly lagged, a
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.