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Daily insights and market commentary from Dylan Jovine
Dear Reader, Today is Tuesday, December 23rd, and we are just about at Christmas now. I know a lot of you are excited. I’ve got a 17-year-old and a 10-year-old, so the holidays feel a little...
Dear Reader, Today I’d like to talk about AI. A new report came out on OpenAI’s new funding. It really made me start to think about momentum. We’ve been debating… Is the AI story on pause? What’s the...
Dear Reader, Happy Thursday. I’m excited because today is our holiday party. Woo! We have Victoria and Sam in from Ohio, Andy in from Baltimore. It’s very exciting. Anyway, today I’d like to talk...
Dear Reader, Good morning, Happy Wednesday! The big news I haven’t talked to you about yet is SpaceX told its employees to prepare for an IPO next year. This is a very, very big deal. I think the...
Dear Reader, Happy Tuesday. A couple of stories have broken recently I think are very important to alert you to. We have this split-screen economy going on. In some areas we see a lot of strength -...
Dear Reader, Happy Monday. December 15th - I can’t believe it. It seems like just yesterday we started this year together, and now we’re looking at 2026! Just around the corner. So today I want to...
Dear Reader, Happy Friday. We made it. Whew! Yesterday we launched our brand-new America First Fortunes product. Everyone here worked round the clock to make it great. We really did. Every member of...
Dear Reader, Happy Thursday! America First Investor Summit day! If you haven’t registered and gotten your private link to join us at 1:00 eastern, this is your final opportunity. Click here and we’ll...
Dear Reader, Good morning. Happy Wednesday! Just one day till we launch America First Fortunes. 🎉 [Event Registration Required: Click here to register for your private invitation.] So, today I want...
Dear Reader, Good morning! Happy Tuesday. Today I woke up with a headcold, cut myself shaving - Mama said there’d be days like this is running through my head. But, nothing can get me down this week...
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With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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