HeyJaredThe Smart Stocks Newsletter
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- Indexed issues, last 90 days
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- Sep 30, 2026
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- Aug 27, 2026
Latest issues
The Market Looks Weak. Why Don’t the Leaders? (opens the original)
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I can find so many reasons to be negative here: Yields, breadth, oil, Iran conflict. Yet, QQQ remains near highs, and we’re seeing strength in semis, software, with lots of setups— that’s the head scratcher. It’s a puzzling market. Let’s try and make sense of it. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!opyR!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F62fff46f-7602-41db-b986-c358
We’re Coiled At Highs. Now We Need the Trigger. (opens the original)
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Breadth remains atrocious…..yet here we are, with leaders still holding in very well.The bulls and the bears played tug-of-war all day, and things finished off with an inside day for QQQ — a coiled and potentially explosive spot.There are 8 quality setups I will be tracking into tomorrow, if we get that move.Huge catalysts are on deck tomorrow: PCE followed by MU earnings, which could have massive affects on the AI names and broader tech.It’s clear what we need: A reversal in the 10-year yield,
The Exact Type of Day That Reveals the BEST Stocks (opens the original)
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It’s growing increasingly clear that a deal with Iran is what this market needs.With yields and oil continuing to be a problem and general volatility still not going away, the market shook things up here.I am continuing to sharpen my watchlist, hunt leaders and closely monitor relative strength: I have a included and elite leaders RS focus list.Under the hood, it’s nasty:Net lows today showed the 3rd highest reading of the year:<a class="image-link image2 is-viewable-img" href="https://subst
Breadth Is Horrible. Leaders Are Strong. Who’s Lying? (opens the original)
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The world is ending right? So, how is QQQ within 1% of an all time high?Could the resilient leaders of this market be foreshadowing a big breakout next week? That’s certainly a scenario I am preparing for. If we can overcome the terrible breadth….Oil, Yields, and US/Iran tensions. QQQ is less than 1% of highs, and leadership stocks have stood out all week. We’ve got a nice and balanced portfolio covering most areas of tech leadership:<a class="image-link image2" href="https://substackcdn.com/ima
This Market Has Me Leaning Very Bullish Despite “Wall of Worry” (opens the original)
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⚔️ The Market Has Every Reason to Break — But Leadership Won’t Budge.The market faces a perplexing battle: Yields are up again, oil is up again, breadth is very poor, yet the leaders will not roll over.We have the big liquid Mega Cap leader META that’s surging towards highs, a very encouraging sign:<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!QQn_!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fi
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