HeyJaredTSCS
Equity analysts with London hedge fund experience delivering institutional-grade research on mispriced opportunities across global markets. Global equity research. Deep fundamentals, clear investment cases, no BS.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Aug 19, 2026
Latest issues
Record El Niño, Record Long, Wrong Crop (opens the original)
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The biggest El Niño in decades is probably already here, and the market is snoring away on Do Not Disturb mode.On 23 September, the patch of Pacific that defines El Niño recorded a whopping 3.1°C above normal. The monstrous 2015 El Niño, the one every commodity desk still has flashbacks about, peaked at 3.0°C and it took until late November to get there. It’s September now folks, and the oven’s still got two months on the timer…In case you’re not hearing me, we’re in deep fucking dark territory.
What the F*ck Is Happening to Japan's Money? (opens the original)
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This piece is built on original research by Alex (@AlexanderKim120). Alex is a well respected FICC manager in South Korea. We have rewritten it and added data on top. Alex writes in a personal capacity, nothing here reflects the views of any employer, and none of it is investment advice.Here’s a number the Bank of Japan would rather you didn’t stare at for too long.Since the peak in April 2024, over ¥150 trillion has drained out of the current accounts Japanese banks keep at the BOJ. And the pac
Lehman Yields. No Lehman. (opens the original)
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On 16 September the US government’s 10-year inflation-protected bond paid 2.68% over inflation.The last day it paid that much was 26 November 2008. Lehman had been dead for 10 weeks and people were selling their kidneys to raise cash.So when that number came back, I assumed something was breaking. I spent the week trying to find out what that was.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!45z3!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2F
Bessent Found a Buyer. Short Stocks, Long Inflation. (opens the original)
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It’s past midnight in Singapore and the statement is a few hours away.The free post is the argument.This one is short: five positions, where I’m in, where I’m out, and the date each one gets marked wrong.If you read one section tonight, read the last one, because that’s where the money is actually at risk, and on Friday I print what each leg cost in basis points, whether or not I’d like to.Let’s get into it. Read more
Everything Goes Up Until Stocks Go Down (opens the original)
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“My job is to make sure that the market is looking at fundamentals and that the market does not dictate policy.” Scott Bessent, Asheville, 31 August.“That isn’t a crisis. It is an invoice.” Stan Druckenmiller, the Journal, 24 August.It’s Wednesday 16 September, written in the hours before the Fed’s statement: 2pm in New York, which is 2am Thursday here in Singapore, with a hike 93% priced.The short versionWhat’s
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