Jared Dillian

Author of seven books, including THE AWESOME PORTFOLIO, coming in September 2026. Editor of The Daily Dirtnap. Writer, investor, electronic music curator. MFA.

[Jared Dillian @dailydirtnap]

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

[Tony Greer @TgMacro]

Macro Dirt and Fast Money with @dailydirtnap and my good friend @GuyAdami
https://t.co/WIZudOCuH4

[Jared Dillian @dailydirtnap]

I still like bonds.

[Eric Rosengren @EricSRosengren]

Expect the Fed will be on hold for the July meeting, though my own view, is that the somewhat better than expected CPI and PPI does not offset 5 years of inflation well above target, and tariff, war shocks, and excess demand in AI related spending. Expect at least one dissent.

[Bob Elliott @BobEUnlimited]

Recent bond selloff has driven 30yr TIPS to near 3% real yields. While everyone roots around to find the next hot stock, this is likely the generational buying opportunity hiding in plain sight.

[Jared Dillian @dailydirtnap]

I like bonds here.

[Chris Hayes @chrislhayes]

@NateSilver538 The most left wing people in America are people with post graduate degrees who are financially strapped and the most right wing are people without 4 year college degrees who are rich.

[Jared Dillian @dailydirtnap]

Delete your account, and yourself.

[Sean Padraig McCarthy @SeanMcCarthyCom]

Mao turned China into a superpower that now eclipses the USA. He stamped out drug trafficking and opium addiction, he nationalized the financial sector, and he oversaw the expropriation of major landlords. He is indisputably one of the greatest leaders in world history

[Jared Dillian @dailydirtnap]

I think I did mention that there was no way this guy was going to finish his term out of jail

[Congressman Addison McDowell @RepMcDowell]

Mamdani doesn't speak for America. President Trump does.

Today I led a letter calling on the DOJ to investigate whether Mamdani’s Administration violated the Logan Act by engaging in unauthorized communications with the Islamic Republic of Iran.

[Stocktwits @Stocktwits]

When Trump posts about your largest position

[Barchart @Barchart]

Short Only Hedge Funds are going extinct

[Jared Dillian @dailydirtnap]

Worth mentioning today that Uday Hussein ordered the Iraqi soccer team's feet to be cut off after they lost in the Olympics.

[I love Tesla 🔋🚀 @JC70769]

"A guy looked at my airplane the other day and said I wonder how many people I could have fed for the price of that airplane...

I replied I am not sure, it fed a lot of families at the Dassault factory where it was built. I’m sure it fed a bunch of families that rolled the aluminum at the Alcoa factory. It surely fed a lot of people at the Honeywell factory where the experts built the turbines. It fed a whole company for a few weeks when I had them build me a new interior. It feeds the families of the linemen that fuel it.

That’s the difference between capitalism and a welfare mentality. When you buy something, you put money in people's pockets, and give them dignity for their skills.

When you give someone something for nothing, you rob them of their dignity and self worth.

Capitalism is freely giving your money in exchange for something of value.

Socialism is taking your money against your will and shoving something down your throat that you never asked for."

[Bob Elliott @BobEUnlimited]

Only 2% of investors think that a hard landing is possible. Lowest in years.

54% of investors think we are on a growth rocket ship ahead. Highest in years.

[Jared Dillian @dailydirtnap]

Just signed up for a Bluesky account and got a list of suggested finance follows.

It's pretty much a list of everyone I blocked on X or people who blocked me.

[Jared Dillian @dailydirtnap]

@lighthousejerry This is a good point.

[AGBULL @AgBullMedia]

AG Squawk Davis and Jared Dillian 7/17/2026 https://t.co/svJslSUERE

[Jared Dillian @dailydirtnap]

"Uniparty" gets an instant mute from me.

[Alice Smith @TheAliceSmith]

One of the greatest signs of low political IQ is the belief that there is a great difference between the two mainstream parties.

[Mark Ungewitter @mark_ungewitter]

Contrarian alert? Hoisington does great analysis, and I can't provide a good reason for bonds to rally, but a towel-throwing event of this nature always gains my attention. https://t.co/oNpYVuuqfJ

[Tony Greer @TgMacro]

Macro Dirt #105: A Technical Tour with Frank Cappelleri
@cappthesis @dailydirtnap https://t.co/jBHNjalE42

[Jared Dillian @dailydirtnap]

Pleased to announce that I’ve secured my first festival gig, Soundwavs in Seattle. I’m at the bottom of the flyer, but just happy to be there!