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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Sep 5, 2024 · Thu•4 min read

    The “Smart Chemo” Stocks Revolutionizing Cancer Treatment

    Dear Reader, Today I want to talk to you about a very touchy and very personal subject: cancer and chemotherapy. We all know how brutal cancer is, and how brutal chemotherapy is. I remember growing...

    Sep 4, 2024 · Wed•5 min read

    Why is Buffett selling Bank of America?

    Dear Reader, A lot of folks have written in asking why Warren Buffett is selling Bank of America stock (SYM: BAC)… Is Bank of America in trouble? Is it a bad company? Is there any real reason to sell...

    Aug 23, 2024 · Fri•4 min read

    Apple: Just one of the reasons I’m bullish on PYPL

    Dear Reader, A lot of you have written in asking about PayPal, so I wanted to address that today here . We started recommending PayPal (SYM: PYPL) in May in the low $60s. It just broke $70 a share,...

    Aug 22, 2024 · Thu•3 min read

    New FDA approval puts JNJ stock on my watchlist

    Dear Reader, Today I want to talk about Johnson & Johnson. Here’s the story. This week they won approval for the very first chemotherapy-free treatment for lung cancer. The FDA approved a drug...

    Aug 21, 2024 · Wed•5 min read

    Why Rocket Labs stock jumped 50% this month

    Dear Reader, Everybody talks about Elon Musk’s SpaceX, and SpaceX is a terrific company. Everyone wants to know how to get a piece. But you know, there are other companies doing just as fine a job...

    Aug 20, 2024 · Tue•5 min read

    Is Palantir (PLTR) a good Buy after earnings?

    Dear Reader, We haven’t talked about Palantir (SYM: PLTR) in a while, and there’s been a lot happening since we first recommended it around $6 a share. Here’s my update : We still own it at $32 a...

    Aug 16, 2024 · Fri•5 min read

    AI and drug discovery: where “bio” meets “tech”

    In today’s video I’m talking about AI in drug discovery. A sea change is happening right now, in real time – blurring the lines between what it means to be an AI company and a drug company. There’s...

    Aug 15, 2024 · Thu•3 min read

    Breaking: CPI, plus a shocker…

    Dear Reader, The CPI was the big number this week. It came out yesterday and it’s basically in line with expectations, which is good news. But it’s funny – while the CPI was coming up another piece...

    Aug 14, 2024 · Wed•5 min read

    Trillion-dollar problem hiding in housing market

    Dear Reader, Today I just have to circle back to some of the insanity going on in a very important sector – perhaps the most important for Americans. Check out today’s video brief and see what’s...

    Aug 13, 2024 · Tue•4 min read

    The biggest AI story you're not hearing…

    Dear Reader, Today I want to talk about an area that doesn’t get enough real conversation… And I want to talk about Palmer Luckey. What a great name. Palmer Luckey invented Oculus, the virtual...

    Showing 331 - 340 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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