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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Sep 23, 2024 · Mon•7 min read

    How I lost everything on one trade

    Dear Reader, Today I want to talk about how I lost everything on one trade , and how that really impacted me as an investor. When I was really young I started working on Wall Street. Before I was...

    Sep 20, 2024 · Fri•4 min read

    Why I’m happy the Fed cut rates

    Dear Reader, A buddy said to me, how do you feel about the rate cut? And I feel great! Here’s why: We had our cake, and we got to eat it, too. I have not been shy to say this market is incredibly...

    Sep 19, 2024 · Thu•4 min read

    Phase 2 of the AI Revolution has begun…

    Dear Reader, News broke in London this week that Microsoft and BlackRock are planning a $100 billion fund ($30 billion equity, the rest debt) to invest in AI infrastructure – data centers and energy....

    Sep 18, 2024 · Wed•5 min read

    A “digital dollar” isn’t scary – this is…

    Dear Reader, Good morning, Today I want to talk about the digital dollar . We’ve gotten a bunch of notes from customers asking if the U.S. government is going to eliminate cash and make a digital...

    Sep 17, 2024 · Tue•3 min read

    The “Buffett Indicator” Explained (and what it’s telling us now)

    Dear Reader, Good morning, Happy Constitution Day! === AI “Wealth Window” is Closing Soon! Next-generation AI technology is on the verge of revolutionizing a $1.4 TRILLION industry. And there could...

    Sep 16, 2024 · Mon•6 min read

    Frankenstein’s Monster: How our ‘elites’ made China scary…

    Dear Reader, We talked last week about 9/11… And I didn’t want to dishonor the memory of friends we lost by bringing this up then. I’ve been thinking about another event that happened in 2001 that...

    Sep 13, 2024 · Fri•5 min read

    Why invest in biotech?

    Dear Reader, Good morning! I hope you’re having a good Friday the 13 th . Oooh. I have young kids so these things are still fun for me. Today I want to talk about biotech (some would call that a...

    Sep 12, 2024 · Thu•5 min read

    Here are the market’s warning signs

    Dear Reader, Warnings are starting to emerge in the market and the economy, so in today’s video I jump right into what’s going on and what you should do now: This week JPMorgan came out and said...

    Sep 10, 2024 · Tue•4 min read

    Trump’s warning: “Worse than losing any war”

    Dear Reader, Over the weekend, Trump threatened to impose 100% tariffs on any country that ditches the dollar when it comes to trade. We don’t talk politics at Behind the Markets , but we do talk...

    Sep 6, 2024 · Fri•5 min read

    What “China Shock 2.0” means for investors

    Dear Reader, One of the best things about my job is I get to communicate with people all over the world. Some have become friends over time. It’s kind of like having pen pals. I get to share my...

    Showing 321 - 330 of 371 posts

    Dylan Jovine

    Dylan Jovine

    CEO & Chief Analyst

    With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.

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