Jul 27, 2026 · Mon
The 57-Year Low That Should Worry You
Jobless claims hit a 57-year low, but the reality is complex. Explore how AI is creating a low-hire, low-fire labor market and what it means for rates.
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Dylan's Diary
Daily insights and market commentary from Dylan Jovine
Jul 26, 2026 · Sun
Gold Gap - Golden Opportunity in Miners?
Gold mining stocks are trading at a forward P/E under 8 while profits surge. Read our full briefing on the top stock to watch ahead of earnings.
Jul 25, 2026 · Sat
Checkmate: China hanging by a thread...
Ruchir Sharma reveals why AI can't save China's declining economy. Discover the key geopolitical shifts, energy stakes, and market impact driving investors.
Jul 24, 2026 · Fri
Is an AI Collapse Underway?
Tesla and Alphabet plunge after Q2 earnings as massive AI spending outpaces profits. Here is what it means for the market.
Jul 23, 2026 · Thu
Jamie Dimon’s Warning to Investors
JPMorgan CEO Jamie Dimon isn't buying stocks or long Treasuries—and warns AI's real long-term winners may not exist yet. Here’s what investors need to know.
Jul 22, 2026 · Wed
3 Things Musk Has to Get Right Tonight
Tesla reports Q2 earnings tonight. Explore TSLA's 349x valuation, gross margins, and crucial updates on Robotaxis, Optimus, and AI infrastructure.
Jul 21, 2026 · Tue
The Risk Nobody Is Pricing Right Now
Oil hits $90 as Middle East escalation threatens global supply. Behind the Markets explores energy risks, inflation, and alternative power solutions.
Jul 20, 2026 · Mon
China Just Gave Away Its Crown Jewel…
While Wall Street watches tech selloffs, China launches an open-source AI war with Kimi K3 and a new global coalition. Discover the portfolio impact.
Jul 19, 2026 · Sun
They're Watching the Wrong Chokepoint
Iranian oil is illegal and a dual energy blockade looms over Hormuz and the Red Sea. Discover the urgent oil investment briefing Wall Street is missing.
Jul 18, 2026 · Sat
AI just changed. 99% of investors missed it.
As Nvidia and Microsoft spark a 1,000% surge in computing demand, discover how "Agentic AI" is creating a massive opportunity.
Showing 91 - 100 of 373 posts
Dylan Jovine
CEO & Chief Analyst
With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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