Jared Dillian

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Bearish In A Bull Market

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Morgan Stanley strategist Mike Wilson finally capitulated and apologized for getting the market wrong the last nine months.

Inflation Is Dead. Duck And Cover.

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A sharp correction is highly likely, and things will get pretty bumpy.

It's A Housing Slump, Not A Crisis

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There's much less leverage in the financial system with the current slump than there was with the subprime mortgage collapse.

Crypto's Limp BlackRock Response Is A Clear Tell

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In an awful year for crypto, bitcoin couldn't even get a bump after great news.

Team Soft Landing Is Starting To Pull Ahead

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If this is a recession, it's a strange one.

Americans Are Talking Themselves Into A Recession

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If not even one of the hottest job markets in history can cheer up consumers, then an economic downturn looks inevitable.

Inflation's 'Fun' Period Was Way Too Brief

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Rising prices are initially good for the economy because activity tends to pick up and wage growth accelerates.

There's A Bull Market In Macro Doom

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Bearish arguments are compelling because they sound smart. That's what makes them seductive to novice investors.

Consumer Despair Is Probably Worse Than We Realize

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Prices of hard assets are rising fast and financial assets are dropping, ratcheting up the misery.

A Wheat ETF Teaches The Meme Crowd A Lesson The Hard Way

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There isn't a lot of dumb money in the commodity markets, but there is in the stock market.

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