
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,...
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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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...
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