HeyJaredThe Predictable Yield Engine
The blueprint for predictable income: Systematic strategies built on yield, discipline, and the power of compounding.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
Why I Own a 2.6% Yielder in a Portfolio Built for Income (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="992" src="https://substackcdn.com/image/fetch/$s_!dF1q!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6ddb64de-d52a-4c3f-b486-c5e7a2331a4c_768x992.jpeg"
Be carful what you pay... (opens the original)
Read excerpt
In these choppy markets its always good to be given a sharp elbow in the ribs as a reminder of some basic facts. This chart hit my feed this week and provided such a nudge.<img alt="" class="sizing-normal" height="662" src="https://substackcdn.com/image/fetch/$s_!Y0i
Arbitrage in Plain Sight: Three Months Later (opens the original)
Read excerpt
Back in June, I published Arbitrage in Plain Sight: Getting Paid 7.7% to Own a World-Class Asset Manager.The thesis was unusual for PYE. This was not a straightforward high-yield play. The preferred offered indirect exposure to Ares Management common equity while paying a 6.75% coupon until mandatory conversion in October 2027. The premise was simple: capture attractive equity upside if Ares rallied, buffer downside volatility if it stumbled, and harvest income along the way.Almost three months
Why I Am Buying Japan While the Dollar Is at Historic Highs (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!_d8b!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc32d217c-af75-4e49-bfcd-8ee0918e5693_1672x941.png"
The Missing Gear in an Income Portfolio (opens the original)
Read excerpt
<img alt="錦帯橋下から" class="sizing-normal" height="670" src="https://substackcdn.com/image/fetch/$s_!EiJ5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.