HeyJaredmarket vibes
commentary and opinion on trading and markets and an occassional short story
- Indexed issues, last 90 days
- 21
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 10, 2026
Latest issues
willy makit by betty dont (opens the original)
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September 30…)Inflation dataCore YOY PCE prices came in 3% vs 3% previousCore QOQ PCE prices came in 3.3% vs 3.9% previousCore MOM PCE price index came in 0.2% (2.4% annualized)ADP employment: +90k vs 36k previous and 70K consensusIn the WSJ this morning<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!BCuu!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F94107dc4-728d-41f0-bd5d-caa28154b7fd_7
evening wrap, spetember 29 (opens the original)
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<img alt="" class="sizing-normal" height="350.0051413881748" src="https://substackcdn.com/image/fetch/$s_!mOlt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F10e853f1-1216-4ce6-b7c5-f4b9cb051df7_
home home on the range (opens the original)
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September 29GM friends…I have a lot of storm damage (fences and trees down) and 2 crews working today. I am going to post a few charts and come back with thoughts this evening. Have a great day! JJGold is a fairly easy read: OI is rising as prices go lower. The Managed Money futures only long short ratio was 15 long to 1 short as of last Tuesday Sept 22. And as OI went up yesterday more shorts came in faster than old longs got out. In other words on this little rally from Sept 16 to Sept 23, sho
the only infinite dimension of time is the present (opens the original)
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<img alt="" class="sizing-normal" height="344.35135135135135" src="https://substackcdn.com/image/fetch/$s_!3SXo!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7d907df3-cc88-4b59-9813-34ce3e5dcb4d
stormy weather (opens the original)
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<img alt="" class="sizing-normal" height="297.1279069767442" src="https://substackcdn.com/image/fetch/$s_!iZZ5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa7089838-0ef6-456b-9e96-94af30982b22_
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