Jay’s Letter

Jay’s Letter

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A Clearer Way to Think About Markets in 2026
The most important investment conference of the year is back
Jan 11 • Jay Martin
Regime change is a handoff, not a reset
Watch the ports, not the press conference
Jan 6 • Jay Martin
The Real Threat to America Isn’t Drugs. It’s 90 Miles Off the Coast.
The U.S.
Dec 4, 2025 • Jay Martin
The Steroid Economy has Arrived
The Steroid Economy has Arrived
Oct 23, 2025 • Jay Martin
The Hammer Cracks Long Before the Anvil
The Sunday Essay ☕️
Oct 13, 2025 • Jay Martin
How China Outsmarted Silicon Valley — One Catfish at a Time
The Sunday Essay ☕️
Oct 5, 2025 • Jay Martin
The Question Every Nation Must Answer 🌎
Lessons from Mearsheimer Part 2
Sep 28, 2025 • Jay Martin
Why Power Never Sleeps Part 1: Lessons from Bismarck to Mearsheimer 🧐
The Sunday Essay ☕️
Sep 21, 2025 • Jay Martin
Jay’s Letter
Jay’s Letter
I am an investor. But I don’t write about managing money, I write about managing my mind - the most important tool in the tool-belt.
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