HeyJaredJay’s Letter
I am an investor. But I don’t write about managing money, I write about managing my mind - the most important tool in the tool-belt.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 4, 2026
Latest issues
Iran is going after America's debt (opens the original)
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On September 16, 2026, the day the Federal Reserve raised interest rates, an Iranian politician posted a math equation on social media.His name is Mohammad Bagher Ghalibaf. He is the speaker of Iran’s Parliament. Millions of people saw the post, but most did not understand what they were looking at. The math equation was a copy of the formula that American central bankers use to decide whether to raise or lower interest rates.Ghalibaf had slightly altered the formula.He added two new variables t
China Doesn't Need to Win the AI Race (opens the original)
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It Was Never About the HousesEveryone remembers 2008. Almost nobody remembers 2006.2008 is the year with the name. Lehman Brothers collapsed. Markets fell apart. Governments rescued banks. But by the time any of that happened, the outcome had already been decided. The year that actually matters is 2006 - the year the whole structure quietly died while every headline said things were fine.Stay with me, because the details of what happened in 2006 are a timeless lesson that we will inevitably lear
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