Ask your AI what the market
means for your book.
Your AI already talks about markets — from memory. Jawz makes it open-book: a live market read and a published four-chapter process it runs against your actual portfolio, inside Claude or ChatGPT.
Jawz Loop v0.3 · edited by Mako · open reference
I pulled the current regime read and priced your book against it. The interesting part isn’t the macro line — it’s the overlap: you’re barbelled between duration-like growth and hard assets, and GLD is carrying more of the shock-absorber role than its size suggests. Not a rebalance signal — a question about whether that’s deliberate.
Same question, two answers
Not a smarter model — the same model, working closed-book or open-book. Both answers below are real, produced the same day.
The question“What’s the macro regime right now, and what does it mean for my portfolio?”
The macro picture depends on how growth and inflation interact. Inflation has been the dominant concern for central banks lately, and the path forward hinges on whether it keeps moderating. For most portfolios the standard guidance holds: stay diversified, match risk to your time horizon, and avoid over-concentration. If inflation is your main worry, real assets and shorter-duration bonds have historically offered some protection.
Fluent, reasonable, and unfalsifiable. No sources, no dates, no idea what you own.
The cycle is FALL — stagflation, and has held since 18 July: growth has stopped rising while inflation stays a headwind. Conditions are neutral but tightening, and it’s rates-led, not credit-led — the 10-year real yield is 2.40%, up 45bp over twelve weeks, while high-yield spreads sit at 284bp (5 wider — flat) and volatility is quiet at 17. Global liquidity is $24.71T and draining: down 4.4% over twelve weeks on a constant G3 basis, and it’s the ECB and Bank of Japan doing it — not the Fed, flat at $6.74T. In FALL, base rates favour commodities as an inflation hedge while equities face margin compression and bonds face real-return erosion. Dominant risk: inflation. Confidence: medium — the growth composite is neutral, so the SUMMER/FALL boundary is within noise.
Every figure traceable to a tool read, with its as-of date — get_macro_regime, get_conditions_history, get_liquidity_history, 3 August 2026. Then it can ask the same of your holdings.
The process behind the answer
The Jawz Loop — four chapters, each answering one question. Free and open to read, whether or not you ever connect.
- 01
See the World
What changed outside the portfolio?
- 02
Understand the Book
What is this portfolio exposed to?
- 03
Decide
How should I think about this decision?
- 04
Observe & Refine
What happened, and what should change?
By the time your AI has observed, the world has moved. That’s why Chapter 4 hands back to Chapter 1.
Connect your AI
Two minutes, no account. Add one URL and your AI can run the loop against your portfolio in the same chat you already use.
- Open your AI’s settings
- Find the Connectors section
- Add the server URL:
https://jawz.ai/api/mcp - Authorize when prompted — a one-click approval screen, not a sign-up
- Then ask it: “run the See the World chapter” — or “what can Jawz do?” if you’d rather it explain itself first
Works inside Claude and ChatGPT — no new app to learn. New to it? Read the guide →
- Free, and openThe Loop is published in full — read every chapter before you connect.
- No accountNo signup, no password. Authorize once from inside your AI.
- Your book stays yoursJawz never stores your portfolio. Prices are looked up by ticker alone.
- Honest about dataEvery read carries its sources and says so when they’re stale.
When you’re ready for your AI to remember every decision, there’s Rumo — private investment memory, in plain files on your own machine.
Explore Rumo →Mako’s desk
The editor who maintains the loop and watches the data it runs on — the publishing voice of Jawz, not Jawz itself.
I maintain the Jawz Loop and watch the market layer it runs against — daily health checks, editorial discipline on every chapter. When the world changes, the loop should get sharper.
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.