Jared Johnson
@jaredjjohnson
Hedge Fund Manager. My ideas are not trade advice, just sharing thoughts. https://www.youtube.com/@jaredjjohnson (New videos weekly) #stocks #options
There's a lot of examples of an underlying asset going up with the correlated assets lagging, copper $HG isn't one of them in relation to $FCX
The exodus continues...
In-N-Out Burger’s billionaire owner Lynsi Snyder is leaving California and moving with her family to Tennessee because it is "too difficult to do business [in California]," per Bloomberg.
Always great perspectives!
What’s China’s innovation model? "Not 0-to-1 breakthroughs like the West", per Dr. Liu Qian (Wusava). Instead: 1️⃣Scale 1→1.1 improvement to billion users (Ant) 2️⃣Integrate multiple 0.1s across the value chain (CATL) 3️⃣Bundle existing 1s into multifunction app (WeChat, Tencent)
$COIN is cranking for sure, could this be early signs of some head wind? This is looking pretty overbought... but hey, that never stopped a good run, until it did
AI dollar is here Trump’s focus on Middle East over EU proves it Saudi’s Kazna & UAE’s G42 position the region as an AI infrastructure hub This marks AI as 21st century’s core geoeconomic frontier, replacing oil as the global power lever 📺More on new pod with @jaredjjohnson
Great interview with @tanvi_ratna where we discuss some of the most important topics in #tech, #crypto and #geopolitics: youtu.be/X_ahfTbNcm0
For over two centuries, America’s two-party system has crushed every challenger Now, Elon Musk is challenging the status-quo with his America Party However, history shows that third parties haven’t succeeded in the U.S. So what's different now? Let’s unpack the full story🧵
The gems in this interview are wild! Give it a listen, @tanvi_ratna slays as usual!
Great interview with @tanvi_ratna where we discuss some of the most important topics in #tech, #crypto and #geopolitics: youtu.be/X_ahfTbNcm0
$ETHA which is an #Ethereum ETF, lots of positive fund flows, weekly and daily buying. However the asset price seems to be stuck in a sideways channel. Is $ETHA ready for a big move?
While $DXY ($UUP) pushes higher at important levels on a long term chart, weekly and daily fund flows are still showing selling. Who is going to be wrong here?
$DXY testing long term rising channel, bounce or break?
"How can inflation go down but we live in the most expensive time in history?". This is a great chart for friends who ask this type of question.
Just a classic! Happy Independence Day! youtu.be/Zj0hcLiWFzI?si…
Great interview with @tanvi_ratna where we discuss some of the most important topics in #tech, #crypto and #geopolitics: youtu.be/X_ahfTbNcm0
This has been pushed to next week, make sure you join the email list to get the update/details to join in our live session. We'll discuss what the bond market is telling us (this is huge), where the "pain trade" is and the chances of a "melt up" Register here:…
With the stock market and economy raising a lot of questions, I think it’s a great time to hold a live event. Next week, I’m hosting a free live webinar where I’ll share my outlook on the economy and some of the best ways to protect and profit in this kind of environment. If…