HeyJaredMythic’s Substack
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- Indexed issues, last 90 days
- 10
- Latest publication
- Aug 10, 2026
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- Jul 8, 2026
Latest issues
Mythic Atlas Report: Issue 06 (opens the original)
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Geography's signal is a headcount: of ten major economies, how many have leading indicators rising month over month. Four are rising. That's 40%, below the 50%-line, gate shut, out of equities.The Growth Engine sits at 4 of 7 categories positive. Two of those four — Labor and Global — read 100%, and both are the load-bearing ones.Thanks for reading Mythic’s Substack! Subscribe for free to receive new posts and support my work.<form class="subscription-widget-subscri
Mythic Atlas Report: Issue 05 (opens the original)
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The engines split this week.The Growth Engine holds at Stage 4 Constructive: 100% equity, price above its ten-month line, fourth consecutive month at full allocation. Geography went risk-off, sold its international position, and moved entirely to cash. Global diffusion fell 20 points to 40%.Thanks for reading Mythic’s Substack! Subscribe for free to receive new posts and support my work.<form class="subscription-widget-subscrib
Mythic Atlas Report: Issue 04 (opens the original)
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Thursday morning can change everythingGrowth Engine: Stage 4 Constructive, fully allocated, price above its ten-month line. Geography: risk-on, diffusion at 60%, every dollar of equity outside the U.S.Third issue running with the same reads. For a rules-based model that’s the job working — it doesn’t move because the news moved.Thanks for reading Mythic’s Substack! Subscribe for free to receive new posts and support my work.</p
Spot Rates Tripled. The Operators Didn't Move. (opens the original)
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Position disclosure: Long FRO at time of writing. Mythic Market Research is a proprietary research publication, informational and educational purposes only, not investment advice or a solicitation. Do your own research!Every crude and product tanker pure play in the universe carries a CORE label this week. Median base +0.90, median trend +1.15, median ROIC 20.1%, median revenue growth +77.5%. No other sub-theme in 531 names produces a clean sweep.Thanks for reading My
Amazon's Earnings Never Stop Rising. Its Cash Flow Just Went Negative. (opens the original)
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Position disclosure: Long AMZN at time of writing. Mythic Market Research is a proprietary research publication, informational and educational purposes only, not investment advice or a solicitation. Do your own research.Prices and figures as of the July 16, 2026 close. AMZN $249.89.Thanks for reading Mythic’s Substack! Subscribe for free to receive new posts and support my work.<input class="email-in
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