HeyJaredthe wolf of wall street (lower case)
A macro market newsletter written by a market maven to help you make money and have fun, with no surprises..
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 27, 2026
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- Checking…
- Earliest in this view
- Jul 5, 2026
Latest issues
Treasuries: From Bloodbath to Bond Math (opens the original)
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A Bloodbath Doomers have long warned that US fiscal profligacy would eventually lead to a “failed” Treasury auction. That’s almost impossible because Treasuries, even in the most volatile times, are money; it’s the price of money that changes. The price of money has been rising since Trump launched the Iran attacks, and the rate of change has accelerated. Look at the weekly chart of the five-year note yield below. A bloodbath.<a class="image-link image2 is-viewable-img" href="https://substackcdn
Brazil America: A Tale of Two Democracies (opens the original)
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<img alt="" class="sizing-normal" height="360" src="https://substackcdn.com/image/fetch/$s_!xxg4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F337a8c6b-69b2-4863-992b-0c759d19d698_640x360.png" w
Hot, Hot, Hot (opens the original)
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Still Stuck in the Labyrinth<img alt="" class="sizing-normal" height="980" src="https://substackcdn.com/image/fetch/$s_!YNQL!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff05502ee-dc
Labyrinthitis: From Myth to Macro (opens the original)
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<img alt="" class="sizing-large" height="807.6923076923077" src="https://substackcdn.com/image/fetch/$s_!YNQL!,w_2400,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff05502ee-dc78-4da1-b1e3-4364582fb79
$2 Trillion: Is the Price Right for the Anthropic IPO? (opens the original)
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The Price Is Right is the longest-running game show in TV history. The first production was on NBC back in 1956. In 1965, the show was canceled, only to be brought back by CBS in 1972. Today it is the network’s most popular daytime show. In the seventies, I watched it religiously with my grandmother. She lived to 104 because she didn’t worry about things like the pricing of IPOs (Initial Public Offerings).The rules of the game show were simple (everything back then was simple!). Four contestants
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