HeyJaredMulberry Financial
Mulberry Financial is for investors. Long-form equity equity and macroeconomic research from the perspective of a value investor. Join me as I seek to uncover hidden gems the market is mispricing, and to understand the macro landscape.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 15, 2026
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- Earliest in this view
- Jul 21, 2026
Latest issues
The Calm Before the Storm in Equities: Why Bond Yields Have Room to Run (opens the original)
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SummaryTreasury Yields Reaching New Highs: U.S. 10-year Treasury yields have surpassed 5% as major global wealth funds strategically reduce their exposure to U.S. government debt. This reduced international appetite points to a longer-term market characterized by higher yields and growing concerns over dollar debasement.Fiscal Recklessness and Inflation Hedges: Proposed fiscal stimulus measures, such as the $5,000 dividend payments to Americans, threaten to dramatically exacerbate the ballooning
I Bought Gold When It Was Unloved (And Why It Is Paying Off) (opens the original)
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SummaryUnsustainable Debt is Driving Up Yields: Long-term bond yields are rising as unsustainable global government debt forces central banks toward inevitable debt monetization. This creates higher monetary inflation and erodes real returns for fixed-income assets.Capital is Fleeing Duration Risk: Investors are actively rotating out of long-duration government debt to avoid heavy losses. They are instead moving capital into short-term maturities and investment-grade corporate bonds from massive
The Software AI Moat: Autodesk (ADSK) | How Wars Impact Markets & U.S. Retail Spending (opens the original)
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Summary:AI as a Tailwind for Software: Fear that AI will render existing software obsolete is overblown, as non-tech firms cannot easily replace mission-critical applications. Instead, software vendors will leverage AI to create vastly superior products, making market pessimism a great entry point for high-moat software stocks.Autodesk’s Resilient Moat & Valuation: Autodesk remains the deeply entrenched standard for design and engineering, boasting 90%+ gross margins, sticky proprietary formats,
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