HeyJaredNo Straight Lines Investments
No Straight Lines provides readers with a unique combination of: i) analysis of key macro data ii) weekly flow and positioning nuggets iii) chart/technical insights, all used to support bottom up stock selections, in an easy to read format.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 17, 2026
Latest issues
BREAKOUT, NOW WHAT? (opens the original)
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Hello and thanks for reading this weeks No Straight Lines Investments blog, I am grateful.<img alt="" class="sizing-normal" height="437" src="https://substackcdn.com/image/fetch/$s_!lcYd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-po
TAKING SOME OFF (opens the original)
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Hello everyone, sorry for the double dose of me today, but the market moves quickly and I want to make sure you folks hear about things in real time.I sold out of my positions in ESTC and NOW today, mainly because I wanted to raise some cash.I’m not SUPER nervous about the market, but there are lots of reasons for stocks to remain choppy for the next fe… Read more
SUSTAINING THE EARNINGS ENGINE (opens the original)
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Hello and thanks for joining me for this weeks No Straight Lines Investments blog, I am grateful for your interest.With all due respect to FOMC Chair Warsh, the 25 bps hike announced last week was not the most influential driver of equities.In fact, the missive authored by Dario Amodei, CEO of Anthropic, calling for the pacing of frontier model development, holds significantly more sway on the future direction of the equity market.Why?Anything that is perceived as slowing the pace of AI compute
TIME TO REMOVE THE TRAINING WHEELS (opens the original)
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Hello and thanks for reading this weeks No Straight Lines Investments blog, I really appreciate your time.<img alt="" class="sizing-normal" height="437" src="https://substackcdn.com/image/fetch/$s_!KCyb!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%
NEW NAME (opens the original)
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Good afternoon everyone, I added some GO Residential REIT today, at an average price of $8.25.The deal for HR.un assets will close closer to the end of this year, which means the units won’t trade on a pro-forma basis for quite some time.That being said, GO was trading 20% higher BEFORE the deal was announced, and there is a >0 probability the deal does… Read more
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