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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    May 14, 2026 · Thu

    “Inflation Is How Democracies Die”

    US inflation hits 3.8% as oil prices spike and wage growth lags. Explore what rising CPI means for the Fed, energy costs, and the growing risk of instability.

    May 13, 2026 · Wed

    Is China Really Pulling the Strings in Iran?

    Trump’s China summit reveals a hidden "Dollar War." Beyond trade headlines, secret currency swaps and China’s gold spree are reshaping global power.

    May 12, 2026 · Tue

    When Does the Bull Market End?

    Dylan Jovine breaks down why the AI bull market persists, the "Mag 7" trillion-dollar spending spree, and why the "real money" is made in waiting, not trading.

    May 11, 2026 · Mon

    5 Tech Stocks You Need to Watch Right Now

    Dylan Jovine reveals why the SpaceX IPO is a chip story. Discover the 5 stocks—including TSMC, Intel, and a secret packaging play—powering Musk’s AI5 revolution

    May 10, 2026 · Sun

    How May 1st quietly opened a "Profit Window" for rare resource

    NOAA just cleared a massive hurdle for $500 trillion in deep-sea minerals. See why this regulatory shift is the most important resource development of our time.

    May 9, 2026 · Sat

    Deutsche Bank: $14,000 Gold

    Deutsche Bank’s new model reveals a mathematical path for gold to hit $14,000. Discover why central banks are dumping dollars and how to profit from the shift.

    May 8, 2026 · Fri

    You May Be FORCED to Buy SpaceX

    May 7, 2026 · Thu

    We Are Entering the Third Generation of AI

    Discover the rise of Agentic AI and the semiconductor surge. Learn why AMD and ARM are heading for trillion-dollar caps.

    May 6, 2026 · Wed

    Is AI going to take your job?

    Trump’s new AI committee: A "light touch" review to stop national security threats without killing American innovation.

    May 5, 2026 · Tue

    How the SpaceX IPO could hurt your portfolio

    Will a SpaceX IPO crash your Big Tech holdings? Discover how fund managers rebalancing for SpaceX could create massive buying opportunities.

    Showing 161 - 170 of 373 posts

    Dylan Jovine

    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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