Sep 14, 2026 · Mon
Bezos and Musk Probably Won't Win This One
NASA is replacing the ISS, but Musk and Bezos may not win. Discover the top contenders for the contract—and the hidden supplier profiting no matter who wins.
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Dylan's Diary
Daily insights and market commentary from Dylan Jovine
Sep 13, 2026 · Sun
The Fed Meets Wednesday. It Can't Drill a Well.
The Fed meets Wednesday to hike rates, but higher rates can’t drill new oil wells. Discover what the dot plot means for your money amidst an energy shock.
Sep 12, 2026 · Sat
Diesel Just Hit a Record. Nobody Reported It.
U.S. diesel fuel just hit an all-time record. Discover how rising freight costs, hot inflation data, and upcoming Fed rate hikes could impact your portfolio.
Sep 11, 2026 · Fri
SpaceX Is Going to Destroy the Space Station
SpaceX is tasked with deorbiting the ISS, opening up a massive new orbital boom. Discover the hidden supplier profiting no matter who wins the space race.
Sep 10, 2026 · Thu
Would You Rather Own an NFL Team or the S&P 500?
Would you rather own an NFL team or the S&P 500? Here is the math behind sports franchise valuations, market returns, scarcity, and durable moats.
Sep 9, 2026 · Wed
The Worst Strategic Mistake in Nike's History
Discover how Nike destroyed its competitive advantage with a failed direct-to-consumer strategy, handing retail space to rivals. Learn vital moat lessons.
Sep 8, 2026 · Tue
The Three Moats Worth Owning
Is Lululemon a cheap buy or a trap? Learn why Michael Burry’s trade mirrors the GAP collapse and how to identify stocks with truly durable moats.
Sep 7, 2026 · Mon
The Worst Investors I've Met in 35 Years
Most entrepreneurs make terrible stock investors because they focus on price hype instead of cash flow. Learn the simple framework to value stocks.
Sep 6, 2026 · Sun
SPCX to $12 trillion!?
SpaceX’s ($SPCX) revenue is real thanks to massive compute deals with Google and Anthropic, yet the stock trades below day-one highs. Here are 3 ways to play it
Sep 5, 2026 · Sat
The jobs report has a hole in it
The August jobs report shows strong headline gains, but tech sector losses tell a different story. Discover what this shift means for AI and investors.
Showing 41 - 50 of 372 posts
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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