| Dear Reader, I’m writing to you today to share something interesting of which you may want to take note. As you may know, I distill information for a living. I have access to some of the best minds and research that can be found—anywhere. And among great minds like Louis Gave, Mark Yusko, and Peter Boockvar, is Jared Dillian. You may know him from The 10th Man. And while I have access to almost any research I want, there are a handful of writers on my “must-read” list. Jared Dillian is one of them. What I appreciate most about Jared is his viewpoint. I don’t always agree with him, and that’s why I read him. He challenges my assumptions, opens my mind to other ideas, and when I look back... I realize he has been right more often than not; and by a wide margin. Why is that? It has to do with sentiment. More than anything, Jared understands investor sentiment and market psychology. That is why I and countless other professionals listen to his views and watch, with keen interest, how he chooses to invest. In addition to The 10th Man, Jared writes a daily letter to both professional and individual investors called The Daily Dirtnap.
It was, in fact, the first newsletter he offered publicly after leaving his position at Lehman Brothers as VP of the ETF trading desk. This would mean it has been going strong for 13 years, which shows not only longevity but that he is filling a need. I’ve been reading Jared’s work for almost as long as he’s been publishing it, and rarely a day goes by without him making me stop and think. In The Daily Dirtnap, he produces some of the most sharp-witted and wise market analysis you will find anywhere. It’s an extremely rare animal—a letter that manages to overflow with bold insights and contrarian viewpoints, all while being hugely entertaining. What isn’t commonly known is that The Daily Dirtnap follows Jared’s personal portfolio. This ensures that you receive only his best ideas. As he often says, his “skin is in the game.” If Jared believes in a trade, he goes all in (a lesson he says he learned from Stan Druckenmiller). This week, Jared is opening his private, daily letter to Mauldin Economics readers. And, as a favor to me, he is offering membership at a discounted rate. If you’re looking for a letter that’s unlike anything else on the market, you’ll be richly rewarded with ideas, insights, and varied perceptions. You can find out what The Daily Dirtnap can do for you by clicking here. Your always curious analyst, John Mauldin
Co-Founder
Mauldin Economics | 