HeyJaredThe Long-Term Edge
Weekly insights breaking down market noise, major stock moves, and long-term investing lessons — so you can outperform with clarity and conviction.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 27, 2026
- Audience
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- Earliest in this view
- Jul 11, 2026
Latest issues
Agents Came for Middlemen (opens the original)
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Welcome to Issue 66 of The Long Term Edge, and thanks for joining in.The 30-year Treasury yield closed above 5.5% on Friday, the highest in 22 years, and the S&P 500 rose 1.2% on the week anyway. Meta’s new AI agent knocked 5% to 7% off travel bookers in a single session and dragged banks and insurers with them. Anthropic signed an $11.6 billion cloud contract with Akamai, a company whose entire market value is $15.9 billion.Thanks for reading! Subscribe for
Market Structure (opens the original)
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Welcome to Issue 68 of The Long Term Edge, your guide to compounding over 7 or more years. The Federal Reserve raised rates on Wednesday for the first time since July 2023, with the expectation of another before year-end. On Monday, the chief executives of the leading AI labs publicly called for slowing the pace of frontier model development, and chip stocks had their worst day since early July. On Friday, Warren Buffett stepped down as chairman of Berkshire Hathaway after 56 years in the role.
Oracle’s One Customer (opens the original)
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Welcome to Issue 66 of The Long Term Edge, and thanks for joining in.Brent crude touched nearly $110 this week. Wednesday brings the first Federal Reserve increase in three years, and the reason sits in a shipping lane roughly 7,000 miles from Washington. Three big technology names reported: Oracle disclosed a $664 billion backlog with one customer behind more than half of it. Apple launched a foldable and priced it below what everyone expected. Adobe beat, raised, and fell for the sixteenth tim
Credo Fell, Is The Drop Justified? (opens the original)
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Welcome to Issue 66 of The Long Term Edge, and thanks for joining in.Three AI infrastructure companies reported earnings within 48 hours this week. Dell grew revenue 58% and rose 16%. Credo grew 115%, raised guidance, and fell 20%. Broadcom’s AI segment grew 221% to record margins and fell on guidance. Then Friday’s jobs report added 162,000 positions, revised away July’s decline, and put a September rate hike back in play.Thanks for reading! Subscri
Bitcoin’s Bounce (opens the original)
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Welcome to Issue 65 of The Long Term Edge, your guide to compounding over 7 or more years. Nvidia reported revenue up 106% and told the market to expect 70% growth next fiscal year, roughly 25 points above what analysts had modelled. Salesforce jumped 23% on a partnership with Anthropic. Marvell raised its fiscal 2028 outlook by $1.5 billion in a single quarter. And away from equities, Bitcoin has risen 23% in thirty days.Market OverviewThanks for reading! Sub
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