HeyJaredTom Bradshaw
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- Indexed issues, last 90 days
- 16
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 12, 2026
Latest issues
MONEY TALKS, MONEY WALKS… (opens the original)
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One number has caught a lot of attention recently:$8.4 trillion.That is roughly the amount sitting in U.S. money-market funds (open-ended mutual funds investing directly in short-term debt securities such as U.S. Treasury bills).For perspective, that’s equivalent to the combined GDP of Japan and the United Kingdom.At first glance, this looks like an enormous pool of potential liquidity waiting to push U.S. equities even higher.But it could also be signalling that investors are becoming increasin
U.S. MARGIN DEBT: ON THE EDGE OF REASON (opens the original)
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<img alt="" class="sizing-normal" height="762" src="https://substackcdn.com/image/fetch/$s_!V-_T!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffcd1053f-3101-4efb-95e9-4ef700321b90_2936x1537.pn
DARK SHADOWS FALLING (opens the original)
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And I’m not sure investors are joining the dots. Gold may be telling us that underlying U.S. economic growth is far weaker than the headline numbers suggest.Gold Says U.S. GDP Growth Should Be 1%My latest analysis shows something interesting.Official long-term real GDP growth: 2.4%Growth implied by gold: 1.0%That’s almost a 60% divergence. And historically, m
BEYOND THE HEADLINES: REAL-WORLD ECONOMICS (opens the original)
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A LONG DAY’S JOURNEY INTO NIGHT?<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!bb7p!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb25
HAS THE GOLDEN COMPASS TURNED SOUTH? (opens the original)
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Take care. Tread carefully. Yes, gold can be a great asset. But at times when investor fervour is reaching a peak, it’s probably time to step back and weigh up your options.During August, when gold hit an intermediate-term peak of $4,700, long positions held by the world’s largest institutions reached 277K.The significance of this is that it’s strikingly close to the 296K long positions recorded during the late-January cyclical peak when gold traded at $5,600.For comparison, when gold was tradin
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