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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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97 to 112 of 114 Posts
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A Balanced Budget
Thursday, February 14, 2019 10:06 AM EDT
Regardless of how much money the Fed prints, what they do with their balance sheet, or how many railroads across the Pacific we build, you are faced with the harsh reality of having to spend less money than you make.
In this article: GLD
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Next To Normal
Thursday, June 7, 2018 10:06 AM EDT
The last time most people remember having an opportunity to buy “cheap” stocks was in 2009. But we were in the middle of a financial crisis/depression, and the environment was very distressed.
In this article: PM, GE, XIV(RETIRED), VIX
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The Liquidity Problem
Thursday, May 10, 2018 10:31 AM EDT
Individual investors generally don’t think about liquidity. You send a market order for 200 shares of something, it gets filled instantaneously, no problem. Institutional investors have to think about liquidity a lot.
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Hedge Fund Guys
Thursday, February 22, 2018 4:46 PM EDT
Hedge fund guys aren’t well-liked, which I find interesting. Most people don’t even know what a hedge fund is. And if they knew, they probably wouldn’t care.
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You Can’t Unring The Bell
Thursday, February 8, 2018 10:54 AM EDT
Let’s talk about the crash, or the mini-crash, or the dislocation, or whatever you want to call it. Six percent intraday is getting close to crash territory, especially when you’ve seen no volatility over the last two years.
In this article: XIV(RETIRED), VIX Also: SVXY
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There Won’t Be Three Rate Hikes This Year
Thursday, February 1, 2018 2:56 PM EDT
People are getting bulled up on the idea that the Fed might hike more than three times this year. That’s not unreasonable, given that stocks have gone straight up and financial conditions are the easiest they’ve been… ever.
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Memories From The Last Bubble
Thursday, January 18, 2018 1:29 PM EDT
To be a good trader, you need to have a good memory. I have very specific, experiential memories about the last big stock market bubble.
In this article: VIX
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2018’s Number One Risk
Thursday, December 21, 2017 10:48 AM EDT
To find the market’s biggest weakness, a good place to look is at the most crowded movie theater with the smallest exit. European bonds.
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Was It Worth It?
Thursday, October 12, 2017 12:25 PM EDT
On the grand scene of financial innovations, the exchange-traded fund was fairly innocuous at first. It took a good 15 years of slow realization for people to figure out how disruptive ETFs would ultimately be.
In this article: SPY
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Nothing Costs Nothing
Thursday, September 21, 2017 5:29 PM EDT
There is a massive price war going on in ETF-land. Issuers are falling over themselves in the race to the bottom in fees.
In this article: IYE, OIH, VDE, XLE, XOP Also: SLB, KMI, CVX, XOM, EOG
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The Everything Bubble
Thursday, June 22, 2017 1:32 PM EDT
A bubble is not simply a matter of overvaluation. It has to be accompanied by an obsession or preoccupation with an asset class.
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Occupy Airlines
Thursday, June 1, 2017 12:58 PM EDT
Airlines have been such horrible stocks for so many years that people have completely forgotten that they can be… not horrible.
In this article: DAL, XLF, BP
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My Name Is Fester. It Means "To Rot."
Thursday, May 25, 2017 11:23 AM EDT
There has been a bit of a buzz the last couple of days about covenant-lite bonds. This isn’t really new news - cov-lite issuance has been high for a few years now.
In this article: HYG
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Bull Market, Dude
Thursday, May 11, 2017 2:57 PM EDT
Stocks and bonds are securities. They give off cash flows.
In this article: SPX, VIX Also: AMZN
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How To Identify Bubbles
Friday, April 21, 2017 4:53 AM EDT
Bubbles aren’t new—they’ve been around since Dutch tulips—but it’s only recently that they’ve worked their way into the average investor’s lexicon.
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The Long-Term Effects Of Negative Real Interest Rates
Thursday, April 6, 2017 11:00 AM EDT
If interest rates were at 6%, Amazon and Tesla would not be where they are today. The cost of capital would be higher, and there would be more compelling opportunities elsewhere, with lower risk.
In this article: AMZN, TSLA, F, IBB
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97 to 112 of 114 Posts
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