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Daily insights and market commentary from Dylan Jovine
Dear Reader, Good morning! Today I want to talk to you about semiconductors. I’m so excited to share with you our America First project we’ve been working on - we are counting down the days till we...
Dear Reader, We’re getting to the time of year when all the banks start rolling out their predictions for the next year. I thought Goldman Sachs’ in particular, were worth sharing with you. Here’s...
Dear Reader, Happy Wednesday! I am very excited… We are going to be launching our America First product next week. So today I want to tell you about one of the key America First themes we are hot on...
Dear Reader, Today, I’d like to talk about Bitcoin. A lot of our newer customers ask us, “why don’t you have a crypto product?” And, “what do you think about Bitcoin?” I usually avoid these questions...
Dear Reader, Happy Monday. Today I want to talk about Alphabet (Google), and the coming chip wars. First, some background, okay? I’ve been watching Google (SYM: GOOG) for a while. Everybody watches...
Dear Reader, Happy Friday. Today, I want to talk about these $2,000 tariff checks Trump wants to send Americans. Sounds great, right? Who doesn’t want $2,000? But, there’s just one problem with that…...
Dear Reader, Good morning, Today I just wanted to say Happy Thanksgiving to you . I am immensely grateful that you spend time with us every day. There are a million things you could be doing, but you...
Dear Reader, Happy Wednesday! Thanksgiving eve. Today I want to talk about an article that caught my eye: Ninety state officials urged President Trump and Congress to tackle the national debt crisis,...
Dear Reader, Good morning, Today I’d like to talk about Michael Burry. He’s the guy who became famous for betting against the housing market in 2008-09. He probably made $100 million from that. He...
Dear Reader, Good morning, Happy Monday. On Friday we talked about the fact that 90% of Nvidia’s revenue comes from data centers. Today, I want to touch on the biggest problem facing data centers,...
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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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