HeyJaredMarket Architect Capital Research
Sharing system thinking about capitalism. Share trade, copy my portfolio, share my experience, etc
- Indexed issues, last 90 days
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- Oct 1, 2026
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- Sep 2, 2026
Latest issues
The Theory of a Good Trading Plan (opens the original)
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The Gap Is Not Knowledge. It Is Rule Authority.The difference between a mature trader and an ordinary trader is often not what they know. It is whether they can keep following their method once the market starts arguing with them. Most traders already know trends, moving averages, volume, valuation, earnings, macro, sentiment, and the importance of stops. They can write a clean pre-market plan. They can define entry, stop, target, and risk.The problem begins after the open. Price accelerates. Th
The Yen-Appreciation Screen Investors Actually Need (opens the original)
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A stronger yen is usually described as a direct benefit for importers.The arithmetic is obvious. The same dollar-priced goods cost fewer yen. If retail prices do not change, gross margins rise.That logic is correct. It is also incomplete.What determines profit is not how much the yen appreciates. It is how much of that move survives procurement contracts, overseas supplier price increases, inventory, hedging, shipping costs, competitive pressure,and final demand …before it reaches the in
Watch Japanese Capital, Not the BOJ Dot (opens the original)
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Recap and continue seriesOn September 18, 2026, the Bank of Japan raised its policy rate from 1.00% to 1.25% in a 7-2 vote. It was the sixth increase since Japan exited negative rates in March 2024. It came only three months after the June increase, the shortest interval between hikes since 1990. The 1.25% rate is Japan’s highest since April 1995.If this is read as another 25-basis-point move, it misses the important part.The 25 basis points are secondary. A bigger structural change may be under
Warsh's Real Move: Downgrading a Number Everyone Still Trades On (opens the original)
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What Warsh Actually SaidOn September 16, 2026, the FOMC voted 12-0 to raise the federal funds rate target range by 25 basis points to 3.75%–4.00%. This was the Fed’s first hike since July 2023, and the first under Kevin Warsh as chair. The statement said the hike would “support inflation returning to the 2% target more promptly,” while keeping the assessment that economic activity was “expanding at a solid pace.” The statement also specified that the Committee “continues to implement a policy of
Grab Inc Deep Dive Investment Analysis (opens the original)
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I will try to write a high-quality stock analysis every 2 weeks. Due to expensive token consumption, I cannot write it too often every week. Data might be inaccurate because pull out by the Claude Agent. I will develop my own pipeline that only reads from the SEC to solve this problem one day.watchlistCore ArgumentsGrab Holdings qualifies as an early-stage making-money machine, with a medium-wide moat, a validated superapp flywheel — EBITDA up 54%, take rates expanding, incentives normalizing —
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