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    Dylan's Diary

    Daily insights and market commentary from Dylan Jovine

    Aug 25, 2026 · Tue

    What the Smart Money is Buying Now

    Discover how smart money like Buffett and Gates profit from countercyclical investing by buying high-quality housing stocks and gold assets at deep discounts.

    Aug 24, 2026 · Mon

    The Walmart Recession Signal Just Hit Its Highest Level Since 2008

    Is the "Walmart Recession Signal" predicting a crash? As consumer stress hits 2008-level highs and inflation soars, explore what this means for the economy and

    Aug 23, 2026 · Sun

    "The most bipartisan issue since beer"

    Public fear and regulation are reshaping AI's future. Discover how government oversight creates dominant industry moats and opens key investment paths.

    Aug 22, 2026 · Sat

    China's July numbers are in — it's worse than we thought

    An analysis of China's July economic data reveals export dependence and domestic weakness, highlighting U.S. energy infrastructure as a key investment.

    Aug 21, 2026 · Fri

    "China is going to win the AI race"

    Elon Musk & Jensen Huang warn China could win the AI race. Discover why the real bottleneck is energy, not chips, and how investors can profit.

    Aug 20, 2026 · Thu

    Wall Street's Dirty Little Secret About Election Years

    Historical data shows the S&P 500 drops 7%+ during midterm election seasons. Discover what institutional selling means for tech stocks and how to position your

    Aug 19, 2026 · Wed

    The 20-Year Drinking Bender Is Over

    30-year Treasuries topped 5.3% and the 10-year sits at 4.74%. Dylan Jovine on why 20 years of cheap money just ended — and how investors should adapt.

    Aug 18, 2026 · Tue

    The 800 Pound Gorilla Nobody is Talking About

    Fed Chair Warsh's Jackson Hole speech and retail earnings loom, but soaring U.S. debt and central bank buying make gold the premier play. Learn how to trade it.

    Aug 17, 2026 · Mon

    The Slowest-Moving Train Wreck in History

    Hoover Dam faces a 70% power loss crisis, but geothermal energy offers a $500M solution. Discover the clean energy stock driving the AI revolution.

    Aug 16, 2026 · Sun

    Washington just put $3 billion behind one gold mine

    The U.S. government just financed an American gold mine with a nearly $3B loan. Discover the critical metal stock behind Washington’s massive bet.

    Showing 61 - 70 of 372 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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