Jared Dillian | TalkMarkets | Page 3
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

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The Fed Is Actually Fixing Inequality, Unfortunately
If you are concerned about inequality, the gap in incomes and wealth between the rich and the poor, then surely you would favor the tighter monetary policy.
The Fed Is Full Of Chickenhawks
The stock market is pretty terrible. The economic data are starting to roll over. The market is still pricing in terminal Fed funds of about 2.5%–3% in early 2023.
Time Takes Time
People think a lot about price in markets, but they don’t think much about time.
Total Capitulation
The CBOE Volatility Index, is incredibly, still in the low 30s, and while corporate bonds have experienced a small amount of selling, corporate credit remains incredibly tight.
Pass Or Don't Pass
My returns aren’t that impressive—I never have triple-digit gains. But I have a repeatable strategy that cranks out modest gains year after year after year.
More On Gold
Gold has rallied about $100 in a month, and nobody is really sure why except for the war looming in Ukraine.
This Time I Mean It
Things will get better for gold, perhaps in a matter of weeks.
How Low Will We Go?
A correction in the stock market is underway.
Usurious
Interest rates are a bit higher than they were a couple of months ago.
Off In A Flash Like A Herd Of Turtles
From an investment standpoint, many people are starting with a clean slate. The theory goes that at the turn of the year, investors would become less conservative. I see no signs of that. On the first trading day of the year, people tiptoed around.
Transitory Is Retired
Inflation has been rising for close to two years now. It may be tempting to believe the Fed or some other authority can stop it, but once inflationary psychology is set in motion, it is difficult to arrest.
Fad Stocks
The best way to identify a fad before it happens is to open your eyes and ears. Talk to people. What is new? What is hot? Invest, then investigate.
Investing Is Fun
We all know that picking stocks is a bad idea and that we’re sure to underperform a broad-based index. And yet… there is more speculation than ever.
Just Enough To Be Dangerous
In games of skill and chance—like markets, poker, and even fishing—it helps to be really, really smart, and it helps to be really, really dumb. As for everyone in the middle, they know just enough to be dangerous.
Once In A Generation
It’s a big stock market, and there is always something else out there. But a Tesla doesn’t come around very often.
Nothing Bad Can Happen
At the moment, inflation is merely a nuisance. Give it some time.
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