HeyJared📈 TKer by Sam Ro
The stock market usually goes up. News, data, and insights without the noise. For long-term investors with limited free time.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 9, 2026
Latest issues
The AI earnings headwind and accounting headache that’s set to intensify 🌬️ (opens the original)
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Is the massive and growing investment in AI infrastructure worth it?It’s a loaded question that yields different answers — depending on who you ask.One of the sloppier answers I often hear goes something like this: “Every quarter, mega-cap tech companies announce new huge investments in AI. But even after spending all that money, they’ve been reporting huge quarterly profits.”This view isn’t technically wrong, but it obfuscates how companies account for the investments in their finan
A timely stock market lesson from the 1960s 📖 (opens the original)
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The world has changed in many ways over the years. This includes the makeup of the stock market and the macro environment in which its underlying companies operate.One thing that hasn’t changed is the principle that stocks are tied to fundamentals. More specifically, earnings drive stock prices.That helps explain why the stock marke
‘Exposure therapy’ for investors 🕷️ (opens the original)
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The stock market falls almost every other day.Often, you’ll see the market slide a percent or two in a given week.Sometimes, those modest declines turn into 5% pullbacks.Occasionally, those pullbacks will morph into a 10% correction. And suddenly you’re rattled, and you’re once again wondering if this is the beginning of a bear market or market crash. After all, all of history’s wors
Most stock-picking pros have been underperforming this year's rollercoaster ride higher 🫤 (opens the original)
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<img alt="" class="sizing-normal" height="381" src="https://substackcdn.com/image/fetch/$s_!U21g!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb5fe0fd7-b6c6-48d1-90c6-08bf75550053_699x381.png" w
Is a higher earnings bar really harder to clear? 📏 (opens the original)
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Ahead of quarterly earnings season, analysts have typically revised their earnings estimates lower.Why does that happen? The theory goes something like this: Analysts initially publish estimates that are a bit rosy, which is consistent with the fact that most stock ratings are “buy.” As the quarter progresses
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