HeyJaredMichael Covel's Trend Following
No predictions. No gurus. No BS. Just the oldest winning strategy in the markets.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 19, 2026
Latest issues
When the Whole World Is Trending (opens the original)
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Look at this list.US 10-year yield: highest since 2007.Japan 10-year: highest since 1996.France 10-year: highest since 2008.UK 10-year: highest since 2007.Germany 10-year: highest since 2009.South Korea 10-year: highest since 2011.Australia 10-year: highest since 2011.Netherlands 10-year: highest since 2011.Portugal 10-year: highest since 2017.Nine sovereign bond markets. Nine multi-decade highs. All at the same time.The financial press will spend months explaining why. Deficits. Inflation. AI d
Nike's stock has dropped exactly 80.00% from its all-time high. (opens the original)
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The stock reached its all-time closing high of $177.51 on November 5, 2021, but market struggles have driven the price down to a 12-year low of $35.51. This multi-year retreat has erased a decade of market gains and led to the company’s impending removal from the prestigious S&P 100 index.Why?Nike went woke.The primary marketing campaigns, product decisions, and financial commitments reflecting this shift since 2018 include:High-Profile Marketing Campaigns:Colin Kaepernick Partnership (2018): Ni
Bull, Bear and Black Swan Report Issue #15 (opens the original)
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The fifteenth issue of Bull, Bear and Black Swan Report is here, your monthly gateway into timeless trend following. Read more
AI Hits Pause. Here's the Only Chart That Matters. (opens the original)
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Something is shifting in AI-land.In the last few weeks, a handful of AI lab leaders have started talking openly about slowing down, pausing frontier releases, or at least dialing back the hype they spent the last three years building. Some closely watched IPOs have been quietly pushed to “next year.” And the same people who told us AI would remake the global economy are now the ones telling us to be careful.Two stories are floating around to explain it.Story one: take it at face value. Some of t
Two Coaches. One Win. Two Standards. (opens the original)
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I want you to look at two postgame moments. Both coaches once led LSU. Nick Saban later finished his career with a record seven FBS national championships. Brian Kelly went 34 and 14 at LSU and was fired in October 2025.These two clips do not explain their entire careers. But they reveal two very different ways of talking about a win.Here is Saban addressing his team after a victory:“If you want to be happy about the results, I’m happy about the results. If you want to be happy about the process
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