<![CDATA[The Neatest Little Guide to Investing with Jason Kelly]]>
jasonkelly.substack.com]]>https://jasonkelly.substack.com/podcastSubstackWed, 15 Apr 2026 01:14:28 GMThttps://api.substack.com/feed/podcast/1982036.rssJason KellyStock market insight from Jason Kelly, for investors who prefer their briefings brisk.episodicJason Kellyjasonkelly@substack.comNo<![CDATA[While Pundits Guessed, We Followed Our Plan]]>A week ago, the market “knew” the Iran war would escalate.

Days later, it “knew” a ceasefire was coming.

In between, investors were told to be “nimble,” “agile,” and ready for anything—none of which translates into an actual investment decision.

In this 9-minute video, I walk through that sequence using Barron’s, Bloomberg, and The Wall Street Journal. The conclusion is straightforward:

Nobody knew what was going to happen.

We didn’t either. But we didn’t need to.

Our plans had a scheduled action on April 6. Prices were down. The rules said buy. We executed.

That’s the difference between a process and a guess.

If you rely on headlines, you’re always reacting after the fact. If you rely on rules, you’re already positioned when the turn comes.

See our performance at jasonkelly.com



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/while-pundits-guessed-we-followedsubstack:post:193558815Wed, 08 Apr 2026 10:55:00 GMTJason KellyNo521<![CDATA[Panic, FOMO, and Our Q1 Signal Plan]]>Market volatility has been intense heading into our first-quarter signals at the Kelly Letter. We’ve seen a mix of panic and FOMO, with the Nasdaq 100 jumping 3.4% just yesterday.

In this 9-min video, I cover why sticking to our system matters more than reacting to daily headlines, especially when events are this unpredictable.

I encourage all subscribers to sync with the letter this weekend and try out our improved calculator to stay on track. Our plans are built to thrive in stretches like this.

If you’re not yet a subscriber, you can learn more here:

https://jasonkelly.com



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/panic-fomo-and-our-q1-signal-plansubstack:post:192830656Wed, 01 Apr 2026 11:55:00 GMTJason KellyNo555<![CDATA[We Don’t Need to Pick the Bottom]]>Markets are volatile again, with the Iran war weighing on sentiment and pushing prices around. That’s when investors feel the strongest urge to pick the bottom.

But you don't need to catch exact market bottoms or tops to be successful. Getting close is good enough.

Our 9Sig plan has delivered a 34% annual return since January 2017 without trying to time exact tops or bottoms. The edge comes from discipline and rules, not prediction.

If you’re a Kelly Letter subscriber, this is a reminder to stay with the plan. If you’re not, you can learn more here:

https://jasonkelly.com



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/we-dont-need-to-pick-the-bottomsubstack:post:192078056Wed, 25 Mar 2026 11:55:00 GMTJason KellyNo978<![CDATA[Volatility Creates Opportunity]]>In this video, I walk through the stock-market volatility driven by the Iran war, and why this is exactly the kind of environment our plans were built for.

Sentiment has swung to extreme fear on CNN’s Fear & Greed Index. Historically, that’s where opportunity begins. In the 2020 covid crash and the 2025 tariff selloff, our April signals aligned with market lows.

Kelly Letter subscribers should focus on our rules and discipline. Don’t second-guess, just execute. Our plans remove the need to predict and react emotionally. They want to capitalize on lower prices. Stick with our system. Stay on our schedule. Be prepared to act when the signals arrive.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/volatility-creates-opportunitysubstack:post:191458699Thu, 19 Mar 2026 10:00:00 GMTJason KellyNo866<![CDATA[5/23/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/52325-market-report-read-by-jasonsubstack:post:164274672Fri, 23 May 2025 23:27:00 GMTJason KellyNo256<![CDATA[5/22/25 Market Report Read by Jason Kelly]]>jasonkelly.substack.com

To read this report, please click here.

]]>https://jasonkelly.substack.com/p/52225-market-report-read-by-jasonsubstack:post:164200240Thu, 22 May 2025 22:57:26 GMTJason KellyNo38<![CDATA[5/21/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/52125-market-report-read-by-jasonsubstack:post:164122710Wed, 21 May 2025 23:13:00 GMTJason KellyNo256<![CDATA[5/20/25 Market Report Read by Jason Kelly]]>jasonkelly.substack.com

To read this report, please click here.

]]>https://jasonkelly.substack.com/p/52025-market-report-read-by-jasonsubstack:post:164044588Tue, 20 May 2025 22:46:22 GMTJason KellyNo33<![CDATA[5/19/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/51925-market-report-read-by-jasonsubstack:post:163963889Mon, 19 May 2025 22:26:00 GMTJason KellyNo206<![CDATA[5/16/25 Market Report Read by Jason Kelly]]>jasonkelly.substack.com

To read this report, please click here.

]]>https://jasonkelly.substack.com/p/51625-market-report-read-by-jasonsubstack:post:163745302Fri, 16 May 2025 23:03:15 GMTJason KellyNo21<![CDATA[5/15/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/51525-market-report-read-by-jasonsubstack:post:163672130Thu, 15 May 2025 23:27:00 GMTJason KellyNo326<![CDATA[5/14/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/51425-market-report-read-by-jasonsubstack:post:163592156Wed, 14 May 2025 22:58:00 GMTJason KellyNo248<![CDATA[5/12/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/51225-market-report-read-by-jasonsubstack:post:163435956Mon, 12 May 2025 23:00:00 GMTJason KellyNo251<![CDATA[5/9/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/5925-market-report-read-by-jasonsubstack:post:163243518Fri, 09 May 2025 22:53:00 GMTJason KellyNo190<![CDATA[5/8/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/5825-market-report-read-by-jasonsubstack:post:163171114Thu, 08 May 2025 23:23:00 GMTJason KellyNo241<![CDATA[5/7/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/5725-market-report-read-by-jasonsubstack:post:163026872Wed, 07 May 2025 10:53:00 GMTJason KellyNo215<![CDATA[5/6/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/5625-market-report-read-by-jasonsubstack:post:162960059Tue, 06 May 2025 11:43:00 GMTJason KellyNo186<![CDATA[4/30/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/43025-market-report-read-by-jasonsubstack:post:162531178Wed, 30 Apr 2025 12:13:00 GMTJason KellyNo211<![CDATA[4/29/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/42925-market-report-read-by-jasonsubstack:post:162401501Tue, 29 Apr 2025 11:43:00 GMTJason KellyNo175<![CDATA[4/25/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/42525-market-report-read-by-jasonsubstack:post:162122484Fri, 25 Apr 2025 12:07:00 GMTJason KellyNo281<![CDATA[4/24/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/42425-market-report-read-by-jasonsubstack:post:162039895Thu, 24 Apr 2025 12:27:00 GMTJason KellyNo300<![CDATA[4/23/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/42325-market-report-read-by-jasonsubstack:post:161955744Wed, 23 Apr 2025 11:53:00 GMTJason KellyNo256<![CDATA[4/15/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/41525-market-report-read-by-jasonsubstack:post:161424544Tue, 15 Apr 2025 23:48:00 GMTJason KellyNo256<![CDATA[4/7/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/4725-market-report-read-by-jasonsubstack:post:160824488Mon, 07 Apr 2025 23:42:00 GMTJason KellyNo255<![CDATA[4/4/25 Market Report Read by Jason Kelly]]>jasonkelly.substack.com

To read this report, please click here.

]]>https://jasonkelly.substack.com/p/4425-market-report-read-by-jasonsubstack:post:160619564Fri, 04 Apr 2025 23:41:56 GMTJason KellyNo20<![CDATA[4/3/25 Market Report Read by Jason Kelly]]>jasonkelly.substack.com

To read this report, please click here.

]]>https://jasonkelly.substack.com/p/4325-market-report-read-by-jasonsubstack:post:160543594Thu, 03 Apr 2025 23:36:48 GMTJason KellyNo20<![CDATA[4/2/25 Market Report Read by Jason Kelly]]>jasonkelly.substack.com

To read this report, please click here.

]]>https://jasonkelly.substack.com/p/4225-market-report-read-by-jasonsubstack:post:160461501Wed, 02 Apr 2025 23:26:08 GMTJason KellyNo21<![CDATA[4/1/25 Market Report Read by Jason Kelly]]>jasonkelly.substack.com

To read this report, please click here.

]]>https://jasonkelly.substack.com/p/4125-market-report-read-by-jasonsubstack:post:160379193Tue, 01 Apr 2025 23:26:51 GMTJason KellyNo21<![CDATA[3/28/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/32825-market-report-read-by-jasonsubstack:post:160102700Fri, 28 Mar 2025 23:26:00 GMTJason KellyNo216<![CDATA[3/27/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/32725-market-report-read-by-jasonsubstack:post:160029733Thu, 27 Mar 2025 23:26:00 GMTJason KellyNo235<![CDATA[3/26/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/32625-market-report-read-by-jasonsubstack:post:159953086Wed, 26 Mar 2025 23:41:00 GMTJason KellyNo229<![CDATA[3/25/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/32525-market-report-read-by-jasonsubstack:post:159872028Tue, 25 Mar 2025 23:41:00 GMTJason KellyNo241<![CDATA[3/24/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/32425-market-report-read-by-jasonsubstack:post:159786008Mon, 24 Mar 2025 23:26:00 GMTJason KellyNo226<![CDATA[3/21/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/32125-market-report-read-by-jasonsubstack:post:159587277Fri, 21 Mar 2025 23:27:00 GMTJason KellyNo215<![CDATA[3/20/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/32025-market-report-read-by-jasonsubstack:post:159518579Thu, 20 Mar 2025 23:27:30 GMTJason KellyNo192<![CDATA[3/19/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/31925-market-report-read-by-jasonsubstack:post:159447828Wed, 19 Mar 2025 23:41:00 GMTJason KellyNo190<![CDATA[3/18/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/31825-market-report-read-by-jasonsubstack:post:159373992Tue, 18 Mar 2025 23:26:00 GMTJason KellyNo211<![CDATA[3/17/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/31725-market-report-read-by-jasonsubstack:post:159296377Mon, 17 Mar 2025 23:26:00 GMTJason KellyNo190<![CDATA[3/14/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/31425-market-report-read-by-jasonsubstack:post:159099657Fri, 14 Mar 2025 23:26:00 GMTJason KellyNo181<![CDATA[3/13/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/31325-market-report-read-by-jasonsubstack:post:159031806Thu, 13 Mar 2025 23:41:00 GMTJason KellyNo240<![CDATA[3/12/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/31225-market-report-read-by-jasonsubstack:post:158956763Wed, 12 Mar 2025 23:26:00 GMTJason KellyNo211<![CDATA[3/11/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/31125-market-report-read-by-jasonsubstack:post:158882937Tue, 11 Mar 2025 23:25:04 GMTJason KellyNo211<![CDATA[3/10/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/31025-market-report-read-by-jasonsubstack:post:158810122Mon, 10 Mar 2025 23:23:28 GMTJason KellyNo190<![CDATA[3/7/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/3725-market-report-read-by-jasonsubstack:post:158623816Fri, 07 Mar 2025 23:58:20 GMTJason KellyNo200<![CDATA[3/6/25 Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/3625-market-report-read-by-jasonsubstack:post:158554465Thu, 06 Mar 2025 23:50:00 GMTJason KellyNo205<![CDATA[Market Report Read by Jason Kelly]]>To read this report, please click here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/market-report-a4dsubstack:post:158408197Wed, 05 Mar 2025 01:00:00 GMTJason KellyNo190<![CDATA[Gentlemen Defer Bonds]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/gentlemen-defer-bonds-00esubstack:post:144650521Thu, 16 May 2024 10:50:00 GMTJason KellyNo445<![CDATA[Morty Confronts the Wall of Worry]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/morty-confronts-the-wall-of-worry-248substack:post:144464338Thu, 09 May 2024 10:50:00 GMTJason KellyNo771<![CDATA[No, The Skies Are Not Falling]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/no-the-skies-are-not-falling-322substack:post:143980979Thu, 25 Apr 2024 10:50:00 GMTJason KellyNo335<![CDATA[Bitcoin’s Growth Rate]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/bitcoins-growth-rate-32dsubstack:post:143700613Thu, 18 Apr 2024 10:50:00 GMTJason KellyNo593<![CDATA[Controlling the Superintelligence]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/controlling-the-superintelligence-48fsubstack:post:143477344Thu, 11 Apr 2024 10:50:00 GMTJason KellyNo1719<![CDATA[The DJT Rubicon]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/the-djt-rubicon-7b4substack:post:143295068Fri, 05 Apr 2024 11:10:00 GMTJason KellyNo712<![CDATA[The Kids Are Dopes, Pt. 2]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/the-kids-are-dopes-pt-2-e9bsubstack:post:143217294Wed, 03 Apr 2024 11:10:00 GMTJason KellyNo831<![CDATA[Enter the EV Dragon]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/enter-the-ev-dragon-0b1substack:post:143150544Mon, 01 Apr 2024 10:50:00 GMTJason KellyNo690<![CDATA[Crisis at the Key]]>Don’t want to listen? You can read the report here. Subscribe to this podcast at: jasonkelly.substack.com



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/crisis-at-the-key-3b6substack:post:143070290Fri, 29 Mar 2024 11:25:00 GMTJason KellyNo480<![CDATA[So Long, Hong Kong]]>Don’t want to listen? You can read the report here. Subscribe to this podcast at



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/so-long-hong-kong-6efsubstack:post:143001707Wed, 27 Mar 2024 11:25:00 GMTJason KellyNo580<![CDATA[Tue 26 Mar 2024 — Rochester, NY]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/tue-26-mar-2024-rochester-ny-9b8substack:post:142968809Tue, 26 Mar 2024 11:00:00 GMTJason KellyNo490<![CDATA[Will America Help Ukraine Now or Fight Russia Later?]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/will-america-help-ukrainesubstack:post:142855845Fri, 22 Mar 2024 12:10:00 GMTJason KellyNo850<![CDATA[Tuesday 19 March 2024]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/tuesday-19-march-2024-abfsubstack:post:142751904Tue, 19 Mar 2024 10:50:00 GMTJason KellyNo555<![CDATA[Monday 18 March 2024]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/monday-18-march-2024-a08substack:post:142715721Mon, 18 Mar 2024 10:50:00 GMTJason KellyNo460<![CDATA[How to Ignore Wall Street’s Daily Drama]]>jasonkelly.substack.com

Truth be told, there is only one data point necessary for strong stock-market results. In this report, I’ll suss out that financial chatter should be ignored by long-term investors, and hone in on the one useful data point.

Don’t want to listen? You can read this as an article here.

]]>https://jasonkelly.substack.com/p/how-to-ignore-wall-streets-daily-2a2substack:post:142572050Thu, 14 Mar 2024 10:50:57 GMTJason KellyNo121<![CDATA[Silicon Valley Bank’s Bust Meant Nothing]]>Bears warned you away from stocks, promising a crisis. A rules-based framework barely noticed, because bank busts are routine events, and rules extracted from market history know how to take them in stride.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/silicon-valley-banks-bust-meant-nothingsubstack:post:142539459Tue, 12 Mar 2024 10:55:00 GMTJason KellyNo705<![CDATA[It’s Not Too Late for Retirement Catch-Up]]>jasonkelly.substack.com

Don’t want to listen? You can read the report here.

]]>https://jasonkelly.substack.com/p/its-not-too-late-for-retirement-catch-afcsubstack:post:142345853Thu, 07 Mar 2024 11:50:18 GMTJason KellyNo180<![CDATA[When The Chips Are Up]]>Don’t want to listen? You can read the report here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/when-the-chips-are-up-222substack:post:142125860Thu, 29 Feb 2024 11:50:00 GMTJason KellyNo1225<![CDATA[AI Kills The Apple Car]]>It was a hard project to complete, and keeping up in the AI arms race is more important.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/ai-kills-the-apple-carsubstack:post:142127049Wed, 28 Feb 2024 10:55:00 GMTJason KellyNo840<![CDATA[Discussion: The Kids Are Dopes]]>A freewheeling talk about yesterday’s post, The Kids Are Dopes.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/discussion-the-kids-are-dopessubstack:post:142092386Tue, 27 Feb 2024 11:55:00 GMTJason KellyNo1575<![CDATA[Volatility is More Friend than Foe]]>jasonkelly.substack.com

Don’t want to listen? You can read the report here.

]]>https://jasonkelly.substack.com/p/volatility-is-more-friend-than-foe-ee7substack:post:141691311Thu, 22 Feb 2024 11:51:00 GMTJason KellyNo130<![CDATA[The Permian Playbook]]>jasonkelly.substack.com

Don’t want to listen? You can read the report here.

]]>https://jasonkelly.substack.com/p/the-permian-playbook-6bdsubstack:post:141661315Thu, 15 Feb 2024 11:50:21 GMTJason KellyNo180<![CDATA[Valuation: The Broken Barometer]]>jasonkelly.substack.com

Don’t want to listen? You can read the report here.

]]>https://jasonkelly.substack.com/p/valuation-the-broken-barometer-f24substack:post:141455453Thu, 08 Feb 2024 11:50:32 GMTJason KellyNo326<![CDATA[The Charge of Electric Cars]]>jasonkelly.substack.com

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]]>https://jasonkelly.substack.com/p/the-charge-of-electric-cars-3d0substack:post:141269068Thu, 01 Feb 2024 11:50:39 GMTJason KellyNo91<![CDATA[The A.I. Productivity Boom]]>jasonkelly.substack.com

Don’t want to listen? You can read the article here.

]]>https://jasonkelly.substack.com/p/the-ai-productivity-boom-1b2substack:post:141023042Thu, 25 Jan 2024 10:50:55 GMTJason KellyNo306<![CDATA[Whether Biden or Trump, The Next Four Years Will Be Familiar]]>jasonkelly.substack.com

Don’t want to listen? You can read the article here.

]]>https://jasonkelly.substack.com/p/whether-biden-or-trump-the-next-four-b1bsubstack:post:140763217Thu, 18 Jan 2024 11:50:17 GMTJason KellyNo380<![CDATA[Assessing the Stock Market Risk of China Invading Taiwan]]>jasonkelly.substack.com

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]]>https://jasonkelly.substack.com/p/assessing-the-stock-market-risk-of-0cfsubstack:post:140539199Wed, 10 Jan 2024 11:50:54 GMTJason KellyNo245<![CDATA[What’s Eating Apple?]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/whats-eating-apple-204substack:post:140347980Thu, 04 Jan 2024 11:50:00 GMTJason KellyNo740<![CDATA[Retirement Catch-Up at 50 and Older]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/retirement-catch-up-at-50-and-older-312substack:post:139581334Thu, 07 Dec 2023 11:50:00 GMTJason KellyNo585<![CDATA[Audio: A Bolder Two-State Solution]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/audio-a-bolder-two-state-solutionsubstack:post:139294126Thu, 30 Nov 2023 11:50:00 GMTJason KellyNo1500<![CDATA[Audio: Israel 1967 to Hamas]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/audio-israel-1967-to-hamassubstack:post:138911361Thu, 16 Nov 2023 11:50:00 GMTJason KellyNo987<![CDATA[Audio: Tue 14 Nov 2023 Briefing]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/audio-tue-14-nov-2023-briefingsubstack:post:138856976Tue, 14 Nov 2023 11:55:00 GMTJason KellyNo355<![CDATA[Audio: Israeli Settlements]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/audio-israeli-settlementssubstack:post:138724808Thu, 09 Nov 2023 11:55:00 GMTJason KellyNo942<![CDATA[🎧 Tue 7 Nov 2023 Briefing]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/tue-7-nov-2023-briefing-b4csubstack:post:138661826Tue, 07 Nov 2023 12:05:00 GMTJason KellyNo430<![CDATA[🎧 Israel 1967]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/israel-1967-67bsubstack:post:138573200Sat, 04 Nov 2023 10:55:00 GMTJason KellyNo1111<![CDATA[Jewish Roots in Israel]]>Don’t want to listen? You can read the article here.



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>https://jasonkelly.substack.com/p/jewish-roots-in-israel-d47substack:post:138479024Wed, 01 Nov 2023 10:55:00 GMTJason KellyNo695<![CDATA[Will American Socialism Kill Stocks?]]>
  • — Record your question at 303-747-4428
  • — Join my email list at https://jasonkelly.com


    • This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/will-american-socialism-kill-stocks-bd2c6df7fbe-859f-4759-8bc4-7aac792d59f7Wed, 26 Apr 2023 09:01:57 GMTJason KellyNo1289    <![CDATA[No, the Dollar is Not in Danger]]>No, the Dollar is Not in Danger — For a simple reason: there’s nothing to take its place.

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/no-the-dollar-is-not-in-danger-3a73516d90f-7ff8-49fe-bbfc-f572e10fe528Wed, 19 Apr 2023 09:10:03 GMTJason KellyNo1349    <![CDATA[Will ChatGPT Drive a Tech Bull Market?]]>Will ChatGPT Drive a Tech Bull Market? — Sure it will. It got lazy mega tech off the dime, accelerated corporate computing upgrades, and will keep improving.Read the episode notes at https://jasonkelly.com/2023/04/will-chatgpt-drive-a-tech-bull-market/Record your investing question at 303-747-4428. Sign up for my free email list at https://jasonkelly.com

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/will-chatgpt-drive-a-tech-bull-market-bba30e7aa6f-440c-4feb-b425-8863c8d12119Wed, 12 Apr 2023 06:20:11 GMTJason KellyNo1930    <![CDATA[Is JEPI Too New to Trust?]]>Is JEPI Too New to Trust? — If JEPI had a decade of data, would you trust it more? Probably not much.

    Read the article version of this episode at https://jasonkelly.com/2023/03/is-jepi-too-new-to-trust/

    Record your investing question at 303-747-4428. Sign up for my free email list at https://jasonkelly.com



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/is-jepi-too-new-to-trust-057d888b369-afaf-4b29-9a21-a1b43411fbdeWed, 08 Mar 2023 10:10:06 GMTJason KellyNo746    <![CDATA[Income ETFs: JEPI vs NUSI, QYLD, RYLD]]>Income ETFs: JEPI vs NUSI, QYLD, RYLD — Each generates income using a covered-call strategy. They pay much more than traditional income funds, but are more volatile. If you're running the right kind of plan, such volatility can be good. You have to know where the funds fit into your overall portfolio strategy.

    Read the article version of this episode at https://jasonkelly.com/2023/02/income-etfs-jepi-vs-nusi-qyld-ryld/

    Record your investing question at 303-747-4428. Sign up for my free email list at https://jasonkelly.com



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/income-etfs-jepi-vs-nusi-qyld-ryld-953a9f08acf-3d76-4f3c-b091-5e59cc257cb3Wed, 15 Feb 2023 10:05:51 GMTJason KellyNo1031    <![CDATA[Best 3x Leveraged ETFs]]>TQQQ vs SOXL vs UPRO. All deliver plenty of volatility for traders, but one stands above the others for long-term performance coupled with short-term trading potential—and is perfect for my 9Sig and Income Sig plans.

    Read the article version of this episode at https://jasonkelly.com/2023/02/best-3x-leveraged-etfs/

    Record your investing question at 310-734-8889. Sign up for my free email list at https://jasonkelly.com



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/best-3x-leveraged-etfs-b35328f77a9-7ab7-494b-9b1a-e114d8ba57ebWed, 08 Feb 2023 07:55:40 GMTJason KellyNo574    <![CDATA[TQQQ and Volatility Decay]]>Surprise! TQQQ can do very well when simply bought and held over long time frames. But my 9Sig plan does even better with it by harnessing the high volatility. Record your investing question at 310-734-8889. Sign up for my free email list at https://jasonkelly.com



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/tqqq-and-volatility-decay-3c961407ac3-dc24-46b8-8a58-21130659799cWed, 01 Feb 2023 08:44:55 GMTJason KellyNo1294    <![CDATA[The Debt Ceiling]]>The Debt Ceiling—why do we have it, why do we hit it, why do politicians fight about it, what happens if they don’t raise it? Record your investing question at 310-734-8889. Sign up for my free email list at https://jasonkelly.com



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/the-debt-ceiling-7c283500e2e-792c-4067-8d29-dc12e6b32b3dFri, 27 Jan 2023 09:41:53 GMTJason KellyNo1913    <![CDATA[More Subscriber Questions About the Current Stock Market]]>NEIL asks how much recovery we need to regain our year-end 2021 balance, NICK wants to know about moving his income plan's bond balance into a triple-leveraged stock fund, DOUG is trying to decide between the money market and bond market for his uninvested money, MICHELE's brother is worried that the dollar will crash on high federal debt and take down Wall Street and the US economy, and KENT reminds everybody that the key is controlling emotions and going with historical averages—hear, hear! Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/more-subscriber-questions-about-the-618fcbf0d56-b0ad-4026-af5e-0a80d3e1d20cWed, 18 Jan 2023 10:25:02 GMTJason KellyNo2295    <![CDATA[Subscriber Questions About the Current Stock Market]]>Harry asks if this is another "go nowhere" stock market, Mike wonders what past time frame reminds me of this one and how our plans would have fared through that earlier one, and John wants to know if the disappearance of easy Fed policy changes our plans' rules. Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/subscriber-questions-about-the-current-c87ee8f9358-5789-4325-8a07-695e02c76250Wed, 11 Jan 2023 10:20:05 GMTJason KellyNo1680    <![CDATA[BNP’s 2023 Stock Market Forecast]]>BNP Paribas says that if history repeats, US stocks will take another leg down next year before the bear market ends. But what if history doesn't repeat? It didn't this fall. Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/bnps-2023-stock-market-forecast-9cf0fd7c0ad-7c12-462e-b14d-f6cfa627c224Wed, 14 Dec 2022 08:12:57 GMTJason KellyNo1574    <![CDATA[The Apple Car is Downgraded]]>The Apple car has been downgraded and delayed. No more limousine style, with passengers facing each other in the seating area. It’s going to feature a traditional, i.e. boring, design with a driver’s seat, steering wheel, pedals, and no fully autonomous driving. Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/the-apple-car-is-downgraded-019cf3ab7d0-5a3a-47dd-88d5-70d38a3ef27eWed, 07 Dec 2022 10:23:05 GMTJason KellyNo789    <![CDATA[China Riots]]>Xi Jinping’s legitimacy is in doubt as China rises up against its antiquated totalitarian government. Enough with strongman leaders. Follow the chants of the Shanghai crowd: “Xi Jinping! Step down!” Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/china-riots-117502d402c-783e-45f6-9abc-195f016d9df6Wed, 30 Nov 2022 11:15:03 GMTJason KellyNo1367    <![CDATA[Real Earnings Yield]]>The problem with high inflation, for investors, is that it reduces earnings yield. In this episode, I show how. Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/real-earnings-yield-1153f020f8d-5d9b-4441-95e4-69302e2fed8eWed, 23 Nov 2022 08:06:37 GMTJason KellyNo895    <![CDATA[Economic Issues of 2023]]>The issues of 2023 are coming into focus. They include a US recession, sovereign debt risk, housing markets, China’s slowdown, and Europe’s gas risk. Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/economic-issues-of-2023-b7151e513ff-c53e-4d60-abe4-1a5478571bdeWed, 16 Nov 2022 10:47:06 GMTJason KellyYes2197    <![CDATA[The Summer Recovery is Repeating]]>Stocks shot higher from the June low because investors thought inflation had peaked. It hadn't, but it will, we're already seeing signs of it—and stocks are heading higher again. Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/the-summer-recovery-is-repeating-956dcee47fe-0fcc-4bae-856e-185b648871a9Wed, 05 Oct 2022 08:00:17 GMTJason KellyNo1557    <![CDATA[Feel Better: High Interest Rates Won’t Kill Stocks]]>Stocks have done well in both rising and falling interest rate environments. Inflation is the bigger danger, and the Fed is fighting it hard. Good news: Stocks do very well in falling inflation environments—and we should be heading into one. Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/feel-better-high-interest-rates-wont-3db27e908a3-f0c6-4b3c-8993-454594085ccdWed, 28 Sep 2022 08:00:47 GMTJason KellyNo1150    <![CDATA[Is the FedEx Warning Bad News or Good?]]>Sure the shipping giant's revenues are down, but is it really because of a recession or about people shopping online less after the pandemic? Even if it is due to an economic slowdown, isn't that what the Fed wants? Sign up for my free email list at https://jasonkelly.com/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/is-the-fedex-warning-bad-news-or-7ff72c2472a-1d8f-4112-b918-228f52ba5bb3Wed, 21 Sep 2022 08:00:35 GMTJason KellyNo1059    <![CDATA[How High Will Interest Rates Go?]]>Emotions are running hot, bouncing from expecting the Fed to get more aggressive to expecting them to slow down, but projections haven't changed. Show notes with links and comments at https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/how-high-will-interest-rates-go-7b20c3f30c5-f327-440c-be0d-4841b408b17eWed, 14 Sep 2022 08:00:27 GMTJason KellyNo1134    <![CDATA[The Future of Streaming]]>It‘s starting to look a lot like cable, including commercials, and the content is on endless repeat. Show notes with links and comments at https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/the-future-of-streaming-1651040aa57-0144-42c1-b140-d01b447c1952Wed, 07 Sep 2022 08:00:34 GMTJason KellyNo1787    <![CDATA[A Peek at the Apple Car]]>Let’s take a peek at the Apple car.

    Show notes with links and comments at:

    https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/a-peek-at-the-apple-car-fabfce58ddc-2c39-49f5-9b89-646a8d97366fWed, 31 Aug 2022 09:00:49 GMTJason KellyNo2093    <![CDATA[The Metaverse is Growing 47% a Year]]>Will the metaverse be worth $427B in five years?

    Show notes with links and comments at:

    https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/the-metaverse-is-growing-47-a-year-9e61d02e1a3-aca8-4439-90c8-8af12eccd43cWed, 24 Aug 2022 09:01:20 GMTJason KellyNo2356    <![CDATA[Is Big Tech Finished?]]>The Economist thinks big tech is finished. Are they right?

    Show notes with links and comments at:

    https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/is-big-tech-finished-b19ea55ac5d-e35f-4e0e-b0b8-c4b4b54391d9Wed, 17 Aug 2022 09:01:00 GMTJason KellyNo1929    <![CDATA[The Inflation Reduction Act Means Nothing to Inflation]]>The Inflation Reduction Act means nothing to inflation or stocks, focused as it is on climate change mitigation and healthcare reform.

    Show notes with links and comments at:

    https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/the-inflation-reduction-act-means-c9b65c8bb44-3fa6-4e0a-8933-9c16203dc812Wed, 10 Aug 2022 09:00:30 GMTJason KellyNo1517    <![CDATA[China’s Threats Will Not Harm Stocks]]>Nancy Pelosi lands in Taiwan, China goes ballistic, but none of this means anything to stock-market investors.

    Show notes with links and comments at:

    https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/chinas-threats-will-not-harm-stocks-3f2a1385523-0449-44a8-b1be-f2d1e4901173Wed, 03 Aug 2022 11:57:49 GMTJason KellyNo2620    <![CDATA[Jeff Sommer Faces the Fog of Stock Market Uncertainty]]>Jeff Sommer at The New York Times faced the fog of stock-market uncertainty, and readers attacked him for it. But he wasn’t wrong. The stock market is uncertain, which is why you need a system.

    Show notes with links and comments at:

    https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/jeff-sommer-faces-the-fog-of-stock-a334052d120-f361-4cb7-835e-f6e2f898e278Wed, 27 Jul 2022 08:00:22 GMTJason KellyNo1884    <![CDATA[Earnings Season is Not Killing Stocks]]>Earnings season is not killing stocks, small caps roar back, and doubt about our economic growth model is no reason to abandon stocks.

    A few weeks ago, bears warned that if you thought the stock market had been rough this year through June, just you wait until second-quarter earnings stink and the bottom falls out.

    Well, we’re a couple of weeks into it and all is well.

    Show notes with links and comments at:

    https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/earnings-season-is-not-killing-stocks-b2a10fafbcd-bd92-4172-ba1e-1a534f8594acWed, 20 Jul 2022 10:31:13 GMTJason KellyNo2487    <![CDATA[BlackRock Downgrades Stocks]]>BlackRock downgrades stocks but still recommends them for the long term, so it must be recommending short-term timing, which doesn’t work.

    Plus, the bond market catches a bid and yields are falling; and PepsiCo, for one, is doing fine in this inflationary environment.

    Show notes with links and comments at:

    https://jasonkelly.com/podcast/



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/blackrock-downgrades-stocks-ae2f653f71b-fbc3-4cfd-a8fd-22b534562ab0Wed, 13 Jul 2022 10:30:21 GMTJason KellyNo1329    <![CDATA[The Kelly Letter Goes All In to Stocks]]>The Kelly Letter goes all-in to stocks, inflation is stabilizing, and past stock-market declines like this one led to solid recoveries.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jasonkelly.substack.com/subscribe]]>    https://jasonkelly.substack.com/p/the-kelly-letter-goes-all-in-to-stocks-ef2aa880a95-9a07-43de-b2d3-17cb21374f44Wed, 06 Jul 2022 08:06:42 GMTJason KellyNo2086