Jared Dillian

Jared Dillian

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Investor/writer; contrarian macro/market takes

1987 Pre‑Crash Rally Mirrors Today’s 40% Surge
SocialMay 6, 2026

1987 Pre‑Crash Rally Mirrors Today’s 40% Surge

In case you wanted some insight into my thinking on the markets, I was pulling up charts from 1987 today. Everyone remembers the crash, but what's interesting is that the market was up 40% from Jan 1 to the peak in...

By Jared Dillian
New Downtempo House Mix “The Girl You Know”
SocialMay 5, 2026

New Downtempo House Mix “The Girl You Know”

In case you missed it, check out my latest mix "The Girl You Know." Beautiful downtempo melodic house. Will get you grooving in your seat, guaranteed. https://t.co/19iNEXgl6B

By Jared Dillian
Charging for Substack Boosts Algorithmic Promotion and Readership
SocialMay 1, 2026

Charging for Substack Boosts Algorithmic Promotion and Readership

Same. But if you don't charge for your Substack, then the Substack algorithm won't promote it. You will actually get more readers by charging for it than making it free. I speak from experience.

By Jared Dillian
SPX Hits New Highs While Dow Stalls Below Bondi Top
SocialApr 29, 2026

SPX Hits New Highs While Dow Stalls Below Bondi Top

Pointing out that in spite of the SPX making new highs, the Dow has still not taken out the PAM BONDI TOP

By Jared Dillian
Valuations Aren't Everything; Bubbles Can Crash without Euphoria
SocialApr 29, 2026

Valuations Aren't Everything; Bubbles Can Crash without Euphoria

A lot of people have observed some ominous parallels between today's market and the dot com bubble. The biggest difference being valuation. But I'd point out that valuations were not especially high in 2007 in spite of having bubble-like conditions in the...

By Jared Dillian
Stress‑Free Investing Redefined in New Book Release
SocialApr 28, 2026

Stress‑Free Investing Redefined in New Book Release

I'm very pleased to announce that my new book, THE AWESOME PORTFOLIO, will be released on September 8th, 2026. It's a stress-free approach to investing, and it blows to smithereens the conventional wisdom about saving for retirement. Pre-order here: https://t.co/2ADIy8Jfh7

By Jared Dillian
Hope Supreme Court Case Ends with Thomas Majority
SocialApr 27, 2026

Hope Supreme Court Case Ends with Thomas Majority

I hope this gets litigated to the Supreme Court and Clarence Thomas writes the majority opinion.

By Jared Dillian
Tiny Return Edge Doesn’t Justify Higher Volatility
SocialApr 26, 2026

Tiny Return Edge Doesn’t Justify Higher Volatility

You have two options: Option A: An FDIC-insured bank account that returns 10.99% percent a year, with a realized volatility of zero. Option B: An S&P 500 index fund, that returns 11.00% (on average) a year, with a realized volatility of about...

By Jared Dillian
New Stochastic Mix The Girl You Know Boosts Your Day
SocialApr 25, 2026

New Stochastic Mix The Girl You Know Boosts Your Day

Latest Stochastic mix just dropped: "The Girl You Know." Some big tunes in here, all you have to do is press play to improve your day. Like, comment, pass it around, give it wings. https://t.co/19iNEXgl6B

By Jared Dillian
NDX's 11-Day Rally Falls Short of 1979 Record
SocialApr 15, 2026

NDX's 11-Day Rally Falls Short of 1979 Record

The NDX is up 11 days in a row. Not the record. The NDX was up 19 days in a row in August 1979.

By Jared Dillian
The Economist's Objectivity Questioned in Recent Commentary
SocialApr 9, 2026

The Economist's Objectivity Questioned in Recent Commentary

No expert here, but it seems that our friends at The Economist may not be entirely objective https://t.co/1Jt6imrATc

By Jared Dillian
Candidate Calls for Retroactive 100% Wealth Tax Since 1964
SocialMar 30, 2026

Candidate Calls for Retroactive 100% Wealth Tax Since 1964

Democratic candidate for president, 2028: "I am proposing a 100% wealth tax retroactive to 1964 that kicks in at $5."

By Jared Dillian
Your Platform Doesn’t Define Success; Content Does.
SocialMar 30, 2026

Your Platform Doesn’t Define Success; Content Does.

1. Publishing in the NYT/WSJ 2. Publishing in The Free Press 3. Publishing in Bloomberg/WaPo 4. Publishing in Forbes 5. Publishing on Substack 6. Publishing on LinkedIn 7. Publishing on Facebook 8. Having an OnlyFans 9. Having an OnlyFans that no one subscribes to 10. Publishing on X

By Jared Dillian
Essential Introductory Guide for Aspiring Traders
SocialMar 16, 2026

Essential Introductory Guide for Aspiring Traders

Highly recommend my friend Peter Robbins' @prrobbins new book The Trader's Journey. Excellent intro-level book for novices looking to get into world of trading for a living. Agree with all the conclusions. Well worth your time. https://t.co/S7AXHkEkIt

By Jared Dillian