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Daily insights and market commentary from Dylan Jovine
Dear Reader, Two pieces of information came out prompting me to issue a market warning and share with you our plan. First, the Buffett Indicator is now at its highest point in history. The Buffett...
Dear Reader, This is a historic day. Today, the Supreme Court is going to hear arguments in a case that determines whether the tariffs President Trump imposed under the International Emergency...
Dear Reader, I’m starting to feel the holiday spirit. It was a little cool outside this morning; I got to put on my hoodie… So, let’s talk about the weight loss trade . We put our first GLP-1 trades...
Dear Reader, Happy Monday! Happy turkey month. I love this time of year. Who doesn’t love Halloween? Thanksgiving? Christmas, Hanukkah, all the holidays - lights and trees, happy children? Everyone...
Dear Reader, Today I want to talk about Nvidia and the U.S.-China trade truce. Happy Halloween! I’m excited to get out there trick-or-treating with my kids. I grew up in a neighborhood on the wrong...
Dear Reader, Today I’d like to talk about an interesting note out of Apollo. Apollo’s Torsten Slok, a very smart analyst, just announced, “hyperscalers are currently spending a record high 60% of...
Dear Reader, Today I want to talk about President Trump’s trip to China. I’ve received a lot of questions from readers about it, so let’s dive right in. President Trump and Chinese president Xi...
Dear Reader, Today I want to talk about Tesla’s (SYM: TSLA) earnings. There are two things I think are worth pointing out and discussing after listening to Tesla’s earnings call. Because they really...
Dear Reader, Good morning! Happy Monday - last week of the month. We get to go trick-or-treating Friday. But today, I’d like to talk about something very touching that happened right before our...
Dear Reader, Happy Friday! I’m excited it’s Friday… Excited about the drug business, excited about the webinar we just went live with yesterday. OFFICIAL REPLAY NOW STREAMING Ex-Wall Street CEO Dylan...
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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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