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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Jan 23, 2026 · Fri•4 min read

    What Happens If the Fed Stops Being Independent?

    Dear Reader, Happy Friday. Today is Friday, January 23rd. We’ve spent a lot of time recently talking about geopolitics — China, defense spending, Greenland, NATO — but over the past few days,...

    Jan 22, 2026 · Thu•4 min read

    This Setup Should Worry You

    Dear Reader, Happy Thursday. Today is Thursday, January 22nd — and yes, I’m wearing my Behind the Markets hoodie. Victoria and Sam from our Ohio office sent this to me, and somehow it got lost in the...

    Jan 21, 2026 · Wed•4 min read

    We Are Watching the World Order Break

    Dear Reader, Happy Wednesday. Today is Wednesday, January 21st, and yes — I’m wearing a jacket for the second day in a row because it’s absolutely freezing down here. A brutal 50 degrees… I know my...

    Jan 20, 2026 · Tue•4 min read

    Will Greenland be the Death of NATO?

    Dear Reader, Happy Tuesday. Today is Tuesday, January 20th, and I want to spend a few minutes talking about Greenland — because this is one of those issues that looks strange on the surface, but...

    Jan 16, 2026 · Fri•4 min read

    This Isn’t Normal Defense Spending

    Dear Reader, This is Dylan Jovine with Behind the Markets. Happy Friday. Today is Friday, January 16th, and I’m genuinely excited to talk to you about President Trump’s proposed $1.5 trillion...

    Jan 15, 2026 · Thu•4 min read

    The Clock Starts March 11th

    Dear Reader, This is Dylan Jovine with Behind the Markets. Happy Thursday. Today is Thursday, January 15th. There’s a lot happening right now in what’s now being called the Gulf of America that many...

    Jan 14, 2026 · Wed•5 min read

    We’re Entering Dangerous Territory

    Dear Reader, Good morning. This is Dylan Jovine with Behind the Markets. Happy Wednesday. Today is Wednesday, January 14th. And today I want to talk about President Trump’s proposed $1.5 trillion...

    Jan 13, 2026 · Tue•5 min read

    The Fed Is No Longer Off-Limits

    Dear Reader, Good Morning, this is Dylan Jovine with Behind the Markets. Happy Tuesday. Today is Tuesday, January 13th — and when I said yesterday that 2026 was going to be an eventful year, I was...

    Jan 12, 2026 · Mon•5 min read

    The Age of Power Is Back

    Dear Reader, Happy Monday. Today is Monday the 12th. I’m happy to be back. I got into the office early today — it’s 5:50 a.m. as I’m recording this — and I’m just grateful to be back with you. I’m...

    Jan 9, 2026 · Fri•4 min read

    The Defense Shake-Up Nobody Expected

    Dear Reader, Good morning! Today is Friday, January 9th and yesterday was… Eventful. I originally planned on doing a part 2 to my “Robotaxi Wars” email yesterday. I wanted to tell you about the top...

    Showing 241 - 250 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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