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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Aug 12, 2024 · Mon•4 min read

    Eli Lilly reports killer earnings

    Dear Reader, We got a lot of notes this weekend, folks asking about Eli Lilly. So I recorded this quick video for you . The stock was up big after reporting killer second quarter earnings. The...

    Aug 9, 2024 · Fri•5 min read

    Why Buffett now owns more T-bills than the Federal Reserve

    Dear Reader, I have Victoria here with me, all the way from our Ohio office. I asked her which of the topics I should discuss today and she thought the Buffett one was the most interesting. See it...

    Aug 8, 2024 · Thu•4 min read

    Why aren’t our candidates talking about this?

    Dear Reader, A lot of Western governments have been pushing China to add more debt to spur consumer spending to save their economy. And China said something that really struck me watch my Diary video...

    Aug 7, 2024 · Wed•4 min read

    The Real Winner in AI

    Dear Reader, Palantir just reported great earnings and the stock popped, which of course we love – PLTR is one of our core holdings. We recommended it around $7 a couple years back. Now, this is an...

    Aug 6, 2024 · Tue•5 min read

    Why did Buffett sell 60% of his Apple stock?

    Dear Reader, Whew! This market’s getting tight. This weekend everybody got news that Buffett’s been selling his Apple stake… almost 60% in the first 6 months of this year, and half of it basically in...

    Aug 5, 2024 · Mon•4 min read

    New Gold high signals “Jaws” economy…

    Dear Reader, One of the stories I’ve been looking at all week is gold – gold hit an all-time high crossing $2,500 an ounce. In today’s video I show you just how far gold has come this year and what...

    Aug 2, 2024 · Fri•5 min read

    “The biggest friggin’ thing that ever hit the world”

    Dear Reader, Happy Friday! Today I want to circle back to the weight loss market because there are some absolutely unbelievable things happening in this space. Take a look: First, Eli Lilly just...

    Aug 1, 2024 · Thu•5 min read

    What to expect when the Fed cuts rates (probably not what you think)

    Dear Reader, I’m back! And lot has happened since I was last with you… In today’s new video I dive right in: Dems got a new presidential candidate. Wow. CrowdStrike basically caused an outage that...

    Jul 31, 2024 · Wed•4 min read

    The “blunt force logic” trading strategy (4x better than Bitcoin)

    Dear Reader, A lot of readers ask Dylan about biotech – how he picks his stocks. Dylan laughs, but he’s serious when he answers: “ blunt force logic .” In this 5-minute video he shares his no-brainer...

    Jul 30, 2024 · Tue•3 min read

    “Don’t pee on the rug at the first sound of thunder”

    Dear Reader, When Dylan first started working on Wall Street and didn’t really understand the market yet… In this quick video he recounts his boss’s words of advice… He recalls going in to his boss...

    Showing 341 - 350 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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