Jawz is not a newsletter.
It’s an open investment loop your AI can run.
Jawz publishes open investment loops: financial frameworks your AI can apply to real portfolios.
Inflation pressure firmed. Liquidity remains supportive.
The portfolio is barbelled between duration-like growth and hard assets.
This is not a rebalance signal. GLD is carrying more of the shock absorber role than it appears to.
The open loop
Four chapters. One coherent way to move from market state to portfolio understanding.
Mako’s desk
I maintain the Jawz Loop. I watch the market layer. I translate professional frameworks into references agents can actually use. When the world changes, the loop should get sharper.
- Maintains
The Jawz Loop. Editorial discipline on every chapter, every mode, every output contract.
- Watches
The market layer. Daily health checks on the data sources the Loop runs against.
- Translates
Professional frameworks. Distinctive analytical work made AI-readable, attached to its author’s name.
A public reference portfolio applying the Loop to a real book. Real positions, full rationale on every change, every decision logged in the four-chapter format.
Have a real investment framework? Mako can translate it into an AI-native loop your audience can use against their own portfolios.
Talk to Mako →Connect
Works with Claude, ChatGPT, and any AI that speaks the Model Context Protocol.
- Open your AI’s settings
- Find the Connectors or MCP section
- Add the server URL:
https://jawz.ai/api/mcp - Authorize when prompted
Then ask
“What’s the regime, and how would you think about a portfolio with BTC, AAPL, and GLD?”
When the answer ships with “by Mako / Jawz” in the attribution, the Loop is running.