Jared Dillian Letter | Jared Dillian Money

Latest Commentary

Reality Sets In

November 21, 2024 Sentiment

Stocks had a bad day last Friday. It’s tough to generalize based on one day of price action in the stock market, but it looks like...

The Future’s So Bright

November 14, 2024 Sentiment

Trump won, Republicans swept, and half the country is deliriously happy. Not that I don’t get it—I’m all for a pro-growth explosion...

Adult Swim

November 7, 2024 Risk

I famously wrote in a Substack essay that I don’t vote. You can google it if you want; I’m not going to link to it because it has salty...

How to Lose Money

October 31, 2024 Investing

In January 2000, I decided to short some dumb internet stocks. That was going fine until the Fed did a surprise rate cut, at which point...

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