HeyJaredNASDUCK 🦆
A Wall Street Shark and Quant Wizard dismantle the market's rigged algorithms. Get pro-grade analytics and mid-term strategies to profit from a broken economy.
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 21, 2026
Latest issues
Receipt #29: UMC Won the Duel. (opens the original)
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UMC won the duel; GFS also rose.<img alt="Every call one year later: SNPS Sell, -2.4%, worked; ADBE Strong Buy, -31.4%, missed; WBD Buy (repeat), +58.4%, worked; GFS Buy, +48.8%, worked; UMC over GFS, +227.4 percentage points, worked." class="sizing-normal" height="6
100,000 Tons of Beef Save U.S. Economy (?!) (opens the original)
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Inside: Link to our new service for both Free and Paid subscribers! 📈 LEAD STORY 📉 The White House authorized 300,000 metric tons of imported lean beef to crush high prices.The next tranche of 100,000 tons unlocks on October 1.Time for a reality check. The headlines say prices will crash. They’re DEAD WRONG. An authorized quota is just permission to buy. NO
Is Costco ($COST) a Good Long-Term Investment? (opens the original)
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Costco just reported another strong quarter. Sales grew, traffic grew, digital sales jumped, profits rose faster than revenue, and membership remained incredibly sticky. So naturally, the stock is easy to love. Unfortunately, loving the business and loving the price are two very different things.
Receipt #28: GOOG Rose. Two Wait Calls Held Up. (opens the original)
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GOOG rose; waiting on LULU and ZS avoided declines. Copart’s Strong Buy missed.<img alt="Every call one year later: AVGO Strong Buy, +5.5%, worked; CPRT Strong Buy, -40.9%, missed; LULU Hold/Wait, -38.3%, worked; ZS Hold/Wait, -25.4%, worked; GOOG Strong Buy, +
American Gas Soon to Be Chinese (opens the original)
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📈 LEAD STORY 📉 As we predicted last week, spot VLCC earnings from the Gulf of Oman to China rose dramatically (87%!) in a matter of days. Supply is meaningless if it can’t be moved.This week, we’re dealing with China again.Our financial media can’t read ChineseChina’s September LNG imports collapsed (just 4.32m tonnes). Buyers in Beijing are steering clear of physical cargoes because Asian gas is at a punishing $26/MMBtu (<a href="https://en.wikipe
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