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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Feb 20, 2026 · Fri•3 min read

    The Future of America is at Stake

    Dear Reader, Good morning. This is Dylan Jovine with Behind the Markets. Happy Friday. Today is Friday, February 20th and today I’ve got something special to share with you. It’s an important...

    Feb 19, 2026 · Thu•4 min read

    China Threatens U.S. AI Advantage

    Dear Reader, This is Dylan Jovine with Behind the Markets. Happy Thursday. Today is Thursday, February 19th — and yes, today is webinar day at 1:00 p.m. I hope you’ll join us. If you haven't reserved...

    Feb 18, 2026 · Wed•4 min read

    The AI Bottleneck No One’s Talking About

    Dear Reader, Good morning, This is Dylan Jovine with Behind the Markets. Happy Wednesday. Today’s Wednesday, February 18th. What a great day to be alive. Today I want to talk about a new report from...

    Feb 17, 2026 · Tue•4 min read

    Morgan Stanley Issues Urgent Warning

    Dear Reader, This is Dylan Jovine with Behind the Markets. Happy Tuesday. Today is Tuesday, February 17th. And I want you to grab a pen and mark your calendar. Thursday the 19th. One o’clock. We’re...

    Feb 16, 2026 · Mon•3 min read

    What Did Elon Musk Just Do!?

    Dear Reader, Good morning. This is Dylan Jovine with Behind the Markets. Happy Monday. Today is Monday, February 16th. Today I want to talk about Elon Musk — because what he just did is pretty wild....

    Feb 13, 2026 · Fri•3 min read

    The Real AI Trade

    Dear Reader, This is Dylan Jovine with Behind the Markets. Happy Friday. Today is Friday, February 13th. You may notice I’ve got a globe here now. I’ve wanted one for a long time. I don’t know why —...

    Feb 12, 2026 · Thu•5 min read

    Bank of America Sounds the Alarm

    Dear Reader, This is Dylan Jovine with Behind the Markets. Happy Thursday. Today is Thursday, February 12th. We’ve had construction in our office — they’re redoing the roof. Lots of hammering, noise,...

    Feb 11, 2026 · Wed•6 min read

    Gold’s unstoppable rise is signaling danger

    Dear Reader, Today is Wednesday, February 11th, and I want to share with you an important warning I put out at the tail end of 2024. I’m sharing this with you today because I think this message is...

    Feb 10, 2026 · Tue•5 min read

    Why We Recommended Selling 10 Stocks Last Week

    Dear Reader, Happy Tuesday. Today is Tuesday, February 10th. What a great day to be alive. I’m grateful to be here with you today. Today I want to address some of the questions I’ve been getting from...

    Feb 9, 2026 · Mon•4 min read

    Why Wall Street Is Punishing Some AI Giants

    Dear Reader, Good morning. This is Dylan Jovine with Behind the Markets. Happy Monday. Today is Monday, February 9th. On Friday, I talked about how AI has been hammering certain software stocks —...

    Showing 221 - 230 of 372 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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