HeyJaredLau Vegys
I'm an analyst, writer, and speculator with a background in international finance. I split my time between the Americas and Europe.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 8, 2026
Latest issues
Alert: Free Shares Landing in Your Account (opens the original)
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Lau here.Quick update on our first recommendation. Some new shares are landing in your brokerage account, and I want you to know what they are. Read more
Sparta Won. It Didn't Help. (opens the original)
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Lau here.Today’s Monday note is not going to be terribly long, because I just came off about a week of working on the latest monthly issue of SNAFU Investing, which went out yesterday.It’s amazing what several days of poring over news, research reports and financial statements can do to your recovery needs.Anyway, one of the things I spent a good amount of time on in the issue was something Xi Jinping said during his state visit to Washington last week, standing on the South Lawn of the White Ho
September Issue: The U.S.-China Truce That Fixed Nothing, and a New Recommendation (opens the original)
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A word before we start. This is the second of the SNAFU Investing monthly issues, which come at the end of each month. This one carries a new recommendation, below the paywall.“China and the United States must hold the line of no conflict and no confrontation between us. The Thucydides Trap can be overcome.”Xi Jinping said that earlier this week, on the South Lawn of the White House, at the welcome ceremony for his state visit, with Trump beside him and a military band behind them. Most of the c
AI Could Kill Us All. Please Invest. (opens the original)
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It seems like Wall Street has fallen in love with artificial intelligence all over again.After Muse, Meta’s new AI assistant, shot to the top of Apple’s U.S. App Store, the company’s shares jumped more than 11% in a single day, adding roughly $200 billion to its market value.<div class="image2-
What Happens When China Starts Buying Again? (opens the original)
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Lau here.As you may know, the Strait of Hormuz is still effectively shut. It has been since the end of February, which makes it close to seven months now. Transits are running at a trickle against a pre-crisis baseline of around 85 a day, and Iran’s parliament speaker said again last week that it stays closed until Washington lifts the blockade, drops the oil sanctions and releases the frozen assets. Brent is sitting a little over $100.The shooting hasn’t stopped either. Earlier this month, U.S.
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