HeyJaredTrading Mindset & Data Substack
Trading Mindset & Data transforms the way traders achieve success.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 13, 2026
Latest issues
TMAD Update: Consumer Confidents Lowest Since 2014 + MU Earnings (opens the original)
Read excerpt
Hi everyone, Sorry for no update yesterday. I had some awful dental work done and I was in the worst imaginable pain. So today, let’s look at some macro data, SPX levels (we’re breaking down cluster of supports), and some trade ideas.As most of this year, geopolitical risk is elevated again. Consumer confidence just collapsed to 81.9 from 88.6 in August. PCE lands today, and jobs land Friday. Both matter. There are not many great setups right now. That is why we did not take many new trades. Mar
PCE. Payrolls. Fed Speakers. And Some Very Good-Looking Setups. (opens the original)
Read excerpt
Hi everyone,Stocks finished last week higher (S&P 500 ~7,743) even with the 10-year yield around 5.17%. This week is a data gauntlet: August PCE (Wed) and September Non-farm payrolls on Friday, (8:30am) - consensus +90k to +100k (vs +162k in Aug), unemployment 4.1%.Plus we have a pile of Fed speakers. Consensus leans “labor still okay, inflation still sticky” — which keeps the hawkish bias intact.RBA (Reserve Bank of Australia) is expected to hike Tuesday. Quick WatchlistMU (Wed AMC) — memory/AI
TMAD Commodities: Fuel Crisis Is Set To Intensify (opens the original)
Read excerpt
Hello Traders,U.S. diesel prices have hit a record high of $6.50 a gallon. Because fuel costs are so high, everyday shoppers have less money to spend, and people are starting to worry that inflation is getting out of hand, which is pushing government bond yields up to levels we haven’t seen since 2007.This energy crisis is piling up from multiple directions:Extreme Heat: A scorching summer in Europe caused a massive surge in demand for fuel.Supply Blockages: Key shipping lanes like the Strait of
TMAD Update: Can NVDA Catch Up on the AI Rally? (opens the original)
Read excerpt
Hi traders,Quick Tuesday update. Market took a little breather after that monster rally. SPX levels for Wednesday:Resistance: 7,900/ 7.815 Support: 7,750 / 7,688 <img alt="" class="sizing-normal" height="1422" src="https://s
TMAD Spotlight: Market Breakout (opens the original)
Read excerpt
Hi everyone, SPX broke out of the flag and oil was down 4 days in row. We are moving higher for now, but as stated in our very long and detailed report from Sunday, we will pay attention to 3 indicators to see if we’re out of the woods or this is just a chance to offload some high-beta positions. Most of our trades did very well, we gave you META including GEX at 750, which we hit in fury yesterday, AMD, and crypto is also seeing strong momentum and it could be the trade into the EOY.SPX levelsR
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.