HeyJaredThe Intrepid Investor's Guidebook
Harness the same analysis fund managers pay me $20,000/year to access. I spent over two decades helping some of the world’s largest mutual and hedge funds invest by making the complicated simple.
- Indexed issues, last 90 days
- 25
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 30, 2026
Latest issues
Regional Fed Data Points to a Soft September Payroll Print (opens the original)
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Services and manufacturing surveys show hiring cooled in September.That follows on the heels of a hiring surge in August.This week’s employment data is likely to remain weaker than seasonality.The labor market’s comeback is looking more like a pause…This week delivers an important update on the direction of U.S. growth. On Friday, the U.S. Bureau of Labor Statistics (“BLS”) publishes its September payroll report. Wall Street anticipates a gain of 98,000 jobs. If the number lands there, it’ll com
Management Confidence Is Sending a Signal (opens the original)
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72 S&P 500 Index member companies issued positive 3Q earnings guidance.That’s above the 44.8 average based on data going back to 2018.Above average guidance tends to align with solid forward returns.Occasionally, the market hands you a tell, and right now corporate guidance is flashing bright green…Yesterday, we looked past the constant noise of the financial media to focus on what truly drives long-term market returns: forward earnings power. We discussed investing for the road ahead. Right now
The Market Isn't Irrational, It's Early (opens the original)
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Invest for what S&P 500 earnings growth looks like a year down the road.Wall Street expects CY2027 earnings of $417.That gets me to a year-end target of 8,340.Markets don’t wait for the numbers to catch up. They’re already pricing the next leg higher…Many of the pundits on financial networks like CNBC and Bloomberg never cease to amaze me. Time and again, they rant and rave about how the stock market isn’t connected to the real world. They can’t understand why stocks and indexes are rising while
Economic Calendar for the Week of 9/28 Through 10/02 (opens the original)
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Economic Calendar:(Events highlighted in bold are those I view as the most important.)The Intrepid Investor's Guidebook is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.<div
Ten Stories Moving the Market (opens the original)
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Treasury Secretary Scott Bessent announced the U.S. and China have sealed a two-month extension to their trade truce, as Xi Jinping landed in America for his first state visit in eleven years – Bloomberg. (Why you should care – Bessent said China has not stood up to their deliverables promise and he’s unsure if a larger deal can be struck)</
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