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Daily insights and market commentary from Dylan Jovine
Dear Reader, Let’s talk about AMD . WOW… Advanced Micro Devices (SYM: AMD) shot up 30% yesterday on news that ChatGPT creator OpenAI is taking a 160-million-share stake in AMD. OpenAI and AMD reached...
Dear Reader, Today I want to talk about what JPMorgan is calling, “The Debasement Trade.” I wasn’t clever enough to come up with this phrase last year when we did a report on the death of the dollar....
Dear Reader, Happy Tuesday. Today is September 2nd, and I want to share something a little more personal with you. A few years ago, I noticed some stiffness in my pinky finger. At first, I thought I...
Dear Reader, Happy Monday. Happy September. This weekend a friend asked me a curious question: “What’s the longest bear market in history?” At first I thought of the Great Depression. That was a...
Dear Reader, Happy Thursday. Last night was parent-teacher night at my daughter’s high school. I got to meet her teachers, and thank goodness—they seem like solid people. Next week I’ll meet my son’s...
Dear Reader, It’s Wednesday August 27th and today I want to focus on Intel —because what’s happened this month will be remembered in the annals of American business history. It’s been a Titanic...
[Editor’s Note: Here is a reader favorite - please enjoy! We expect Dylan back tomorrow.] Dear Reader, Good morning! Today I want to talk about biotech - I know, I know - not “sexy” - but hear me...
Dear Reader, Today I want to share something important with you — something that hasn’t made it to many front pages, but absolutely should have. Over the weekend, U.S. Defense Secretary Pete Hegseth...
Dear Reader, Good morning! Today I want to talk about the often ignored, single-most important stock market indicator to check each morning… And four stocks with the power to rocket even in a weak...
Dear Reader, Moving things around this weekend I found some old notebooks... And what I found in one from 2007, I want to share with you today : I don’t know if you know this, but before now I’ve...
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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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