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Jared Dillian

Investment Strategist
Contributor's Links: Jared Dilian The Daily Dirtnap Jared Dilian Money
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
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Latest Posts
49 to 64 of 113 Posts
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Evergrande And "Water Cooler" Topics
Sunday, September 26, 2021 3:14 PM EDT
There are things that I call “water cooler” topics in finance. They don’t have any bearing on what we are doing in the real world—people just like to argue about them. Which is why we’re going to talk about why you shouldn’t care about Evergrande.
In this article: EGRNF
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Go Shopping
Thursday, September 16, 2021 12:50 PM EDT
If you’ve spent any time in the grocery store recently, you’ve probably noticed some empty shelves.
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Inflation Rips Society Apart
Thursday, September 9, 2021 10:27 AM EDT
Capitalism provides our goods and services in large quantities in a timely fashion. When it doesn’t, it’s because someone has naively intervened in the system. It’s not a failure of capitalism.
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Palantir Bought Gold Bars
Thursday, August 19, 2021 2:24 PM EDT
Palantir bought the gold in the case of a “black swan”. We don’t know what that might be, but we have some guesses.
In this article: MSTR, TSLA, GLD, BITCOMP, SQ, PLTR, SPX
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The Coming Stock Market Boom
Thursday, August 5, 2021 1:34 PM EDT
Once we get past the delta variant, whatever that looks like, it will result in a stock market boom perhaps half as large as the one we had last year.
In this article: SPX
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A Bull Market Is A Bull
Thursday, July 22, 2021 10:05 AM EDT
Let’s go back in time to the dot-com bubble of the late 1990s. It’s easy to look at the chart below and say, “Buy stocks in 1996, sell them in 2000. What’s so hard about that?”
In this article: NDX
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Twenty Percent
Thursday, July 15, 2021 2:39 PM EDT
A portfolio without real estate would have dramatically underperformed in the past six months. Real estate is strongly correlated to the inflationary impulse.
In this article: XLRE
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Buy, Hold, Win
Saturday, July 10, 2021 8:02 AM EDT
Lots of people say that the Fed causes inequality through quantitative easing, but here is a more accurate description: It benefits the holders of assets at the expense of the non-holders of assets.
In this article: IEF, DJI
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Not Dead Yet
Thursday, June 24, 2021 10:19 PM EDT
Last week, the inflation trade took a digger as the Federal Reserve thought out loud about maybe hiking interest rates a bit sooner. That’s it. That’s all that happened.
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Central Bank Populism
Thursday, April 15, 2021 8:14 PM EDT
When you sign up to be a central banker, you sign up to be a guardian of the purchasing power of the currency. You know that your actions may result in short-term pain—and long-term gain.
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Supply And Demand
Thursday, April 8, 2021 8:32 PM EDT
Some of the dumbest arguments in finance are about interest rates.
In this article: TCEHY, BIDU, DISCA, OIL, BITCOMP, VIPS, VIAC
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Here Come The Taxes
Thursday, March 18, 2021 11:00 AM EDT
Taxes are going up, but we knew that already.
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Perpetual Boom
Thursday, March 11, 2021 4:00 PM EDT
Let’s talk about the business cycle for a second. Like the fact that we don't have one anymore.
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The Virtues Of Debt
Friday, March 5, 2021 1:16 AM EDT
The problem with debt is that it is a bit like a game of financial Jenga—the whole thing will collapse all at once.
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Market: Elevator Action
Thursday, February 25, 2021 10:47 AM EDT
Tesla, Bitcoin, and the ARK funds are in freefall. This has been a long time coming.
In this article: TSLA Also: GME, PG, BITCOMP
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A Visit From The Doom Squad
Thursday, February 11, 2021 1:50 PM EDT
Make no mistake: The bubble is real. We haven't even scratched the surface of how crazy things are about to get.
In this article: TLRY, DOGE-X
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49 to 64 of 113 Posts
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