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News & Videos
Welcome to our news & videos page. Here you can see the latest YouTube and Twitch videos from Jay, plus our latest blogs.
In The Press


“Smith, better known online as Jaynemesis, drives the investment decisions of more than 21,000 people with $40 million in assets who copy his trades on a digital platform called eToro. When he loads up on shares of FedEx, so do they, and when he shorts the Nasdaq index, they do that, too..”
YouTube

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Blog Posts
A Tale of Two Straits: Revisiting Long End Yields
A month ago I wrote that bond markets are boring right up until they are the only thing that matters, and that yield curves were going on my dashboard permanently. I did not expect the follow-up quite this fast.
Sep 253 min read


The Japanese Long End: Bonds Are Boring, Until They're Not
Japan's bond markets are now among the most important to monitor, even if you never plan on investing in bonds. The risks reach far beyond Japan, and influence the price of everything.
Sep 14 min read
The Feedback Loop at the Center of Markets
I want to talk about something that affects everyone reading this, whether you copy me, hold an S&P500 ETF in a 401k or ISA, pay into a pension fund without much thought, or pick your own stocks.
Jun 245 min read


Has Bitcoin Lost its Purpose?
It is no secret that I don't invest in Bitcoin or crypto more broadly any more. Behind that is a larger concern - Bitcoin has lost its purpose. In this post, I argue the case against Bitcoin.
Apr 248 min read
Mixed Messages on Iran
A lot has happened in the week since my last update on the Iranian conflict. Where things stand with the Strait of Hormuz, why the US insurance backstop hasn't helped, and my approach.
Mar 232 min read


Iran Update
The US and Israel have launched a joint operation against Iran. What can we expect, what are the potential ramifications, and how might this impact markets and my portfolio?
Mar 126 min read
Understanding the Basics of Investing
Today’s post isn’t an analysis of a company, discussing an investment theme, or thesis. It’s going back to the basics. Why do we invest? What is compounding growth? How powerful is it?
Oct 23, 20254 min read


The Impact of AI Slop on Investment Strategies
AI Slop - We’ve all seen it in one form or another; low quality marketing imagery, poorly written social media comments and weird Instagram videos that defy logic. In today’s post, I’ll look at how the tidal wave of AI slop is impacting the internet, and how that translates into my investment approach.
Sep 28, 20256 min read


Trump’s Ultimatum - Step In Line, Or Pay!
Bend the knee, or pay the price! That's the message Trump has been sending to major nations since "Liberation Day" in April. What's happened so far, the implications, and what's next.
Sep 12, 20254 min read
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