HeyJaredThe Pragmatic Investor
Macroeconomics, fundamental stock analysis and technical charts. These are the three foundations of the Pragmatic Investing Pyramid.
- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 30, 2026
- Audience
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- Earliest in this view
- Aug 18, 2026
Latest issues
Anthropic S-1 Leak: AI's Make-Or-Break Moment (opens the original)
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Anthropic S-1 Leak: AI’s Make-Or-Break MomentThesis SummaryThis could arguably be the most important day in the AI industry to date.A draft of Anthropic’s (ANTHRO) S-1 has been reported on by numerous media outlets, and it has set the internet ablaze.These are not official numbers yet, but at least a lot of the headline numbers are likely pretty close to the final estimates.Investors now have a much clearer picture of what Anthropic’s numbers could look like ahead of the IPO.In this article, I w
My 20 Trade Ideas Beat the Market by 9x This Quarter (opens the original)
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Q3 2026 Trade Ideas Scorecard20 trade ideas. An average return of +15.1% per idea. The S&P 500 made +1.7% over the same days.In Q3, we published 20 trade ideas to paying members of The Pragmatic Investor.15 of them are in profit today, and the same 15 beat the market over the exact period they were held.Three of them are up more than 40%.This is our full, honest scorecard: what worked, what didn’t, and why.The headline numbers, our three best calls and our two wo
Crypto: Are We Back? (opens the original)
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A week ago, crypto looked like it had run out of friends.The Senate killed the CLARITY Act, the Fed hiked rates for the first time in three years, and oil was trading like a war premium was here to stay.Then Bitcoin did the thing Bitcoin does. It shrugged it all off and ripped to an eight-month high.So, are we back? My answer is “almost,” and below I’ll explain why, where I think we sit in the cycle, as well as the exact altcoins and crypto stocks I’m watching most closely.Washington: The Bill D
Weekly Technical Roundup (opens the original)
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S&P 500 (Daily)<img alt="" class="sizing-normal" height="761" src="https://substackcdn.com/image/fetch/$s_!lrcg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2F
Sorry, Trump, China Is Already Winning At AI (opens the original)
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Thesis SummarySam Altman and Elon Musk want to slow down the pace of AI development, but President Trump is concerned about China’s AI lead.Stanford’s 2026 AI Index puts the gap between the best US model and the best Chinese model at 2.7%, and Chinese labs got there with less compute, not more.Arguably, China is already winning the AI race, at least when it comes to efficiency and the recent concern raised by AI ex
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