HeyJaredJP’s Newsletter
In this SubStack I share my thoughts on Markets, Hedging Flows, Monetary Policy and other relevant topics related to Markets
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 22, 2026
Latest issues
Japan and a New Entry in the Yen–S&P 500 Macro Long/Short Trade? (opens the original)
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Hello everyone,Apologies to readers for the disproportionate number of JPY and S&P 500 pair trading updates lately. The S&P 500 has repeatedly reached key reflexive levels and bounced from them, making this relationship hard to ignore as an exit trigger.<source type="image/webp"
Pair Trading 2026 YTD Performance (opens the original)
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Hello everyone,As some of you may know, I’ve been running TradingLongShort.com for quite some time now. Over that period, we’ve continuously expanded the platform, introducing new features ranging from 1-to-1 & baskets Long/Short strategies to filings analysis tools and, more recently, community strategies and MCP integration.Our goal remains the same, to build an increasingly comprehensive and intuitive platform that makes pair trading and Long/Short strategies more accessible to retail investo
JPY & SP500 Macro L/S (opens the original)
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Hello Everyone,I’ve been working on another article on SaaS, this time looking more closely at the impact of the new GPT Astra model on companies such as and . In particular, I’ve been digging into the model performance when using Blender MCP, as well as some of the videos and demonstrations shared by industry professionals using these tools.However, today I just wanted to share a small update to the previous article strategy.Subscri
Another Round (4th) of the Yen Sp500 L/S Story? (opens the original)
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Hello Everyone,Once again… we’re seeing another potential opening in the Yen vs. S&P 500 Long/Short.It’s actually the 5th time this year, although we’ve only acted on 4 of them so far. Cumulative profits from the minimum-size strategies shared on this Substack for this pair are now at $7,936, against approximately 6000$ in margin requirements per trade.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!Cpfg!,f_auto,q_auto:goo
GTA 6 Is More Than a Game. Take-Two’s Platform Bet and Possible M&A? (opens the original)
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Hello everyone,Just a quick update on the GTA 6 trailer and what it could mean for the broader video game industry and for stock .For those who didn’t get a chance to watch the Netflix GTA 6 preview, here’s a link to it.It’s clear from the video that GTA 6 represents a major leap in visuals, animation, and overall presentation. But to understand what it means for the business, it helps to look at how the industry has evolved, and what has actually driven that evolution.Each era of gaming has bee
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