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About Jared
Jared Dillian is an investment strategist at Mauldin Economics and the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He is also the author of Street Freak: Money and Madness at Lehman Brothers, which was named BusinessWeek's #1 general business book of 2011, and the novel All the Evil of This World, published in 2016. Mr. Dillianhas contributed to Bloomberg Opinion, Forbes, and TheStreet.com. His media appearances include MSNBC, Fox Business, Bloomberg TV, BNN, The New York Times, The Los Angeles Times, Business Insider, MarketWatch, Yahoo! Finance, and dozens of local and syndicated radio programs.
Jared's Articles
It was quite a day with the CPI number recently. So, I want to talk a bit about regimes. There are so few clear examples of regime change in the business. From here on out, dips in bonds will be bought, and rallies in the dollar will be sold. And small caps will outperform large caps for the foreseeable future, advises Jared Dillian, editor of The 10th Man.
What impact will the latest Middle East conflict have on markets? One way to figure out is to go back and look at what markets did in every war in history and try to draw some conclusions about what they will do today. Unfortunately, there are no conclusions to be drawn. Every war is different, writes Jared Dillian, editor of The 10th Man.
Over the last 100 years, the US equity market has returned about 9% annually. What will it return over the next 100 years? Well, the index fund promoters say that history will repeat itself and that the next 100 years will look like the last 100 years, so you should go to Vanguard.com and put all your money in the Vanguard Total Stock Market Index Fund (VTI). I don’t believe this to be true, claims Jared Dillian, editor of The 10th Man
By now, you are probably familiar with the market doomsday cult—the angry hardhats who think stocks are going down, bonds are going down, gold is going down, everything is going down. But for any country, there are really only two terrible outcomes: Depression and Hyperinflation. Everything in between is manageable, counsels Jared Dillian, editor of The 10th Man.
Jared's Books
Jared Dillian
Street Freak: Money and Madness at Lehman Brothers
Dillian rose from green associate, checking IDs at the entrance to the trading floor in the paranoid days following 9/11, to become an integral part of Lehman’s culture in its final years as the firm’s head Exchange-Traded Fund (ETF) trader.