The 10th Man Archive - Jared Dillian

The 10th Man: Tag = "Inflation"

November 9, 2023

The Housing Market Is Terrible

Up until recently, the housing market was holding up reasonably well, but prices are starting to come down.

July 1, 2021

It’s Not the Seventies

I get this a lot. People say, “We are experiencing inflation, so stocks should go down! Because that’s what happened in the 1970s.”

June 24, 2021

Not Dead Yet

Last week, the inflation trade took a digger as the Federal Reserve thought out loud about maybe hiking interest rates a bit sooner.

May 27, 2021

Unimaginable Luxury

We live in a time of unimaginable luxury.

April 29, 2021

Asymmetric Opportunities

If you were to describe my trading style, you might say that I like to look for asymmetric opportunities. Places where you could lose a little, but make a lot.

April 15, 2021

Central Bank Populism

The New York Times published a glowing portrait of Fed Chairman Jay Powell last week.

April 8, 2021

Supply & Demand

Some of the dumbest arguments in finance are about interest rates.