HeyJaredMarket Mindset
Market Mindset offers a unique blend of technical insights and behavioral finance, challenging conventional wisdom with every issue.
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 14, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest issues
Everyone Is Watching the Fed. The Bond Market Already Moved. (opens the original)
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The 10-year Treasury touched 5% today.I believe this rise in yields has occurred because the implied probability suggests that the FOMC will raise rates by 25 basis point this Wednesday according to the CME Group Fed watch tool1.While everyone will be talking about what the Fed does, the real question is what that move is telling you about your portfolio. Rate moves like this can expose whether the “safe” side of your portfolio is really acting like a diversifier, or just giving you a false sens
I have accumulated a large, concentrated position in a single stock with significant unrealized gains. What options do I have beyond just selling and paying the tax? (opens the original)
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If you have a position that has run up over the years and you have been frozen on what to do, you are not alone. I want to lay out a few options that may be worth considering, including one structure that has been drawing more attention recently but needs careful review before it is used.
When Chasing the Market Becomes the Risk (opens the original)
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Strong markets have a way of making investors feel underinvested.That tension gets more interesting when you look at who is choosing patience. Jamie Dimon recently said he would not be a buyer of equities or long-dated U.S. Treasurys at current prices (CNBC). Berkshire Hathaway ended the first quarter of 2026 continuing to build its cash positions, while remaining a net seller of stocks (M
How does your approach to dynamic asset allocation differ from a traditional buy-and-hold strategy? (opens the original)
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