HeyJaredWeekly Catalysts
What actually matters to the stock market, plus quantitative Economic research with a focus on leverage and labor. (Hint: ignore most financial news)
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 28, 2026
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- Earliest in this view
- Aug 17, 2026
Latest issues
Quick Note: My Moves This October (opens the original)
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The Moves To Make This OctoberHeads up, this will be a bit more raw than my typical writing. Obviously this isn’t financial advice but it is where my head is at right now, and what I’m telling my little brother. Read more
WC-09/28: Expect Volatility; Please Read For Market Warning (opens the original)
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We’re Approaching More Turbulent TimesIn Autumn, we expect both leafs and the market to be more red than green. Lots of market factors which, alone don’t mean much, all of which stem from the war and oil prices, but nevertheless together look concerning:Total margin debt is near all-time highsYoY change in margin debt is extraordinarily high <a href="https://www.cnbc.com/quotes/US1
Update: Follow My Notes (opens the original)
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I Shamelessly Tell You What I BuyYou can see my stock purchases on substack notes — I post them as soon as I make a purchase.I DO NOT want to flood your inboxes, so I post exclusively on substack notes for small, day-to-day purchases. On the other hand, I plan to tell paid subscribers what I WILL buy soon, as well as larger investments and strategic timing. So far, today I bought one share of and one share of </p
CPI Day Was Just a Tuesday (opens the original)
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CPI Day Was Just a TuesdayIf you’re a long term investor, CPI is just a data point. Not to sound like Kevin Warsh (or Jerome Powell), but trends matter more than a single data point. I’m writing this because there was so much hype surrounding the recent CPI release and I think we need a reminder of how CPI release days don’t move the S&P 500 more than an ordinary trading day does. Therefore, it’s just another day.To show this, I analyzed eighty-seven CPI releases from September 2018 through Janu
If I Had To Start Over, I’d Buy These Stocks (opens the original)
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Don’t Stress Your First StepsAssuming these are long term (8 + years) holds, you have enough money to cover other costs, and you don’t want to watch the market every day, I’d go big and basic: </
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