Jared Dillian | TalkMarkets | Page 2
Investment Strategist
Before joining Mauldin Economics, Jared was one of Wall Streets preeminent risk-takers. After receiving his MBA from the University of San Francisco, he got hired by Wall Street giant Lehman Brothers where he worked from 2001 to 2008first as an index arbitrage trader and then as head of the ETF ...more

Articles

Latest Posts
17 to 32 of 113 Posts
<<< 1 2 3 4 ... 8 >>>
What Credit Suisse Means To You
Never have all your money in one place. Have some in a big bank, have some in a small bank. But don’t have it all in one place.
Not So Good At Finance
It turns out, the bankers at SVB were pretty good at tech but not so good at banking.
The Yield Curve Screams Recession
The bond market is screaming that there is going to be a recession, and now it seems certain that the Fed is overtightening.
The Indexing Bomb
When you invest in an index, you get the return of the index, but you also get the volatility of the index.
The Indestructible Economy
We had zero interest rates for the better part of a decade. And one of the reasons why was because of the prevailing narrative that the economy was so weak that it couldn’t handle higher interest rates.
It’s Safe To Get Back In The Pool
We’ve had a distinct change of leadership in the stock market, as evidenced by the 16% outperformance of the Dow over the Nasdaq in December. It doesn’t get any starker than that.
I Hate New Years
This is my least favorite time of the year. Some people look forward to a new year, with all the potential and possibilities. I don’t look forward to starting at zero and trying to think about how I am going to have a profitable year again.
Broad Strokes For 2023 Predictions
The 1970s aren’t the best analog for what we’re currently experiencing, but the thing we learned about the 1970s is inflation came in waves, and each wave was successively bigger.
Gold Has Reached The Stage We All Dream About
They say gold is a hedge against inflation—that it’s a smart risk-management strategy. Maybe it is, but it’s a highly imperfect one. We have lots of inflation, and gold has spent the last eight months going down.
Earnings Don’t Matter
Earnings don’t matter. Fundamental analysis does not matter. What matters is how people feel about a stock.
Disinflation Might Be Upon Us
These are the fastest rate hikes in history, and it would be smart to take a break and evaluate how the rate hikes were feeding through the system and to see their effect on inflation.
The Biggest Short Squeeze In The History Of Mankind
We are in the middle of a giant short squeeze, and it is going to get even bigger. The main reason is: the starting point of sentiment was zero.
People Are Still Bearish
19% off the lows, and people are still bearish. The Fed will probably hike 75 basis points in September, 50 basis points in November, and then pause.
The Worst Thing In The World For The Fed
Neel Kashkari used to be the most reliably dovish member of the FOMC. Now, he is one of its most reliably hawkish members.
Why Risk A Lot To Make A Little?
Options are overrated. Bonds, on the other hand, are something every investor should learn about.
That’s The Sexiest Thing I’ve Ever Seen
We used to say that at Lehman Brothers, too, anytime someone executed a particularly clever trade. I think we’re approaching a similar setup.
17 to 32 of 113 Posts
<<< 1 2 3 4 ... 8 >>>