HeyJaredThe Coastal Journal
Knowledge is the edge. The Coastal Journal delivers economic, financial, and market analysis grounded in Austrian economics and forensic accounting.
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 13, 2026
Latest issues
Micron Earnings: Are We Looking at Peak Memory Cycle? (opens the original)
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crushed fiscal 2026 earnings, but valuation, memory economics, inventory, cash conversion and NVIDIA supply-chain data raise a bigger question: are investors looking at peak memory economics?“You’re Looking at It Backward”There is a scene in Billions that provides a useful framework for looking at Micron’s latest earnings.Bobby Axelrod’s analysts approach him with what appears to be an attractive long opportunity. They have identified the catalyst and followed the transactions. Then Axe notices
AI Compute Case Files VIII: Oracle Looked Down, The Rest of AI Stocks Haven’t (opens the original)
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Previously in the case files: Part I: the physical capacity map · Part II: neoclouds and the ledger · Part III: the financing machine · Part IV: the GPU depreciation trap ·<a href="https://coastaljournal.substack.com/p/ai-compute-case-part-v-nvidias-q2?r=18thb9&
The Investors Chessboard Part I: Know the Investing Game (opens the original)
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Investing is not a single-variable game. It is a shifting decision tree shaped by money supply expansion, geopolitical conflict, fiscal policy, leverage, currencies, commodities, and derivatives. Today, the board is the most complex it ever has been in history: inflation is near its worst levels in history, interest rates are at multi-decade highs, U.S. stock valuations are hovering near historic extremes, & gold remains near record levels. In Part I of The Investor’s Chessboard, The Coastal Jou
Fed Chair Warsh Raises Rates: Unstoppable Force of Higher Rates Meets Immovable Inflation (opens the original)
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Previous Fed Warsh Reports: Fed Warsh Starts with an Inflation WarningWarsh Upsets the Established Order The Fed & Short Term Rates The Federal Reserve has raised rates to 3.75%&
The AI Incursion: When Exponential Stock Valuations Collide With A Call For a Slowdown (opens the original)
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Previous Report Links:Part I: The AI Compute Supply Map Part II: The Neocloud Accounting FilePart III: The Circular Financing Question</
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