Markets Are Weird
If you’re here, you’ve probably noticed that too. Jared Dillian Money exists because too much investing advice works better in theory than it does in the real world.
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Here, we give investors research, education, and a way of thinking built on how markets actually behave—not how they're supposed to.
Jared Dillian's Investing Services
As seen in
How We Think About Markets
Spend five minutes watching financial TV or scrolling X and you’ll find all the opinions you can possibly handle. Buy this. Sell that. "The dollar is doomed." "Gold is going to $10,000."
But the market doesn’t care about opinions. As Jared puts it:
“The market has its own intelligence... It knows your positions, and it knows your fears. The market cares who is the most exposed, who is the most out over his skis, and who has taken the most risk at any given moment. And once the market has ascertained the point of maximum pain, it will move, violently, in that direction, causing the greatest number of people to lose the most money.”
At Jared Dillian Money, we start from a simple assumption: markets are stochastic. In other words, stuff doesn’t unfold in a neat, predictable line. The best investors don’t try to get rid of randomness; they build systems that can withstand it.
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So, if you think predicting the future is the key to success, this probably isn’t your kind of place. But if you think success comes from understanding probability, tracking sentiment, managing risk, and making better decisions over time, you’ll like it here.
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What You'll Find Here
Jared Dillian Money is home to Jared's investment research, Masterclasses, and a free weekly newsletter. Whether you’re looking for portfolio guidance, a deeper understanding of how markets work, or simply a different perspective on investing, you’re in the right place.
We don't think you’ll agree with everything you read here...
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But we do think you’ll look at markets differently after you've read it.
Here's where to start:
Investment Research
Research, portfolios, and market commentary grounded in probability, risk management, and independent thinking. Learn More
Masterclasses
Deep-dive masterclasses that simplify fiendishly complex mathematical subjects for the investor who wants to understand what they’re trading. Learn More
Market Nonsense
A free weekly newsletter for people who enjoy questioning consensus and finding opportunity in absurdity. Learn More
Michael Kane
Marketing
Rachel Almeida
Marketing
Jo-Ann Ring
Operations
Conor Cook
Marketing
Samantha Dube
Communications
Who's Doing the Work
Cameron Hagler
Managing Editor
Cameron works alongside Jared to edit and publish everything from investment research to Masterclasses and Market Nonsense. Around here, we call him the ‘Chief Wrangler.’ Nothing gets published without his eyes on it first.
From Main Street to Wall Street, Join 30,000+ Readers Who Get Market Nonsense
If you're tired of reading surface-level analysis designed to get clicks, Market Nonsense from Jared Dillian will be your new favorite weekly newsletter.
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Why People Trust Us
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“I’ve been an avid reader of Jared Dillian for 20 years... He writes for his readers and his readers only, combining deep investing experience with an authentic, truly independent voice that has become an indispensable perspective for me and so many others.”
— Ben H.
“Excellent information with very practical viewpoint. Ie no get rich euphoria.”
— Walt M.
“I truly enjoy and learn from your philosophical and investment thinking expressed in your very own straight, honest style.”
— Chris P.
“Insightful, grounded, committed, and practical investment philosophy.”
— Brian R.
“Thank you for being one of the best voices out there today. In my long career I place you with Art Cashin and the young James Grant: observant, thought provoking, and entertaining.”
— Peter M.
“An alternative to the cookie cutter approach by most investment letters.”
— Joel K.
“I absolutely love Jared Dillian. He is brilliant, uncommonly honest, funny, and extremely knowledgeable. What a gift he is!”
— Demi W.
“Actionable ideas from a markets veteran who is putting his money where his mouth is and says it like it feels”
— Aditya S.
“You are sacrilegious and contrarian, in a good way.”
— Charles G.
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“Your blend of thoughtful and experienced (longer term) trading suggestions, human interest wisdom, and impactful diversification (e.g. a book writer as well) are exceptional. Your transparency is so damn authentic. If you could put that in a pill and distribute the world would be better off to be sure.”
— Stan B.
Questions,
Answered.
Still stuck?
Email support@jareddillianmoney.com and a real human will reply.
Investment research (Daily Dirtnap, Street Freak, Heartland Investor, Strategic Portfolio), Masterclasses, and Market Nonsense, a free weekly newsletter.
Market Nonsense is free; it comes out weekly, and it's the fastest way to get a feel for how Jared thinks before you pay for anything. If you’re ready to go deeper, here’s a good place to start.
Nope. Some of the research assumes you know your way around markets, but Jared is always careful to explain market jargon. Separately, the Masterclasses are built to take complex subjects and make them usable, and Market Nonsense is for anyone who likes questioning consensus.
You'll get actionable ideas and model portfolios, but you'll also understand why those ideas made sense in the first place. We don't believe investing gets easier when someone else does all the thinking.
Jared writes for readers, not for clicks — no get-rich-hype, no consensus repackaged as insight, no wild claims designed to trend on X.
You can take a look at our full FAQ here, or drop us a line at support@jareddillianmoney.com.
“Out of the universe of stuff I could potentially be short, private equity is at the top of the list.”
– Jared Dillian, July 2025, The Daily Dirtnap
Short Private Equity
ShortPrivateEquity.com tracks the excesses, blow-ups, bad incentives, and increasingly visible cracks in the private equity industry. It’s part news site, part running argument for Jared’s thesis that private equity has gotten too big, too leveraged, and too embedded in the economy.
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If you want to know why Jared thinks private equity could be one of the great shorts of our time, start here.