Jul 12, 2026 · Sun
The Consumer Is Splitting in Two - 7/12
The consumer is splitting. See how to spot credit stress in earnings reports before Wall Street does and find hidden market opportunities.
Market Updates
Stay ahead of the markets with Dylan's daily insights, breaking news analysis, and curated morning watchlists.
Morning Watchlist
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Jul 11, 2026 · Sat
Four stress signals to check this weekend - 7/11
Is the market lulling you into a false sense of security? Check these four stress signals this weekend before Monday's trading chaos.
Jul 10, 2026 · Fri
Oil's violent round-trip, a split Fed, and the AI audit trail - 7/10
Discover oil's volatile swings, the Fed's mixed signals, and AI's impact. Navigate market risks with expert analysis from Behind the Markets.
Jul 9, 2026 · Thu
The Fed Can't Save You From a Refi Wall - 7/9
Discover retail's hidden edge in financial markets. Uncover overlooked opportunities in AI, refinancing, and M&A before they're priced in.
Jul 8, 2026 · Wed
OPEC+ Turns the Spigot Again — Here’s Who Gets Hit - 7/8
OPEC+ pumps more oil, pushing prices down. Discover which energy producers benefit and who gets hit by this latest supply boost.
Jul 7, 2026 · Tue
Small Caps Are the Canary - 7/7
Small caps signal market shifts. Discover where to find overlooked opportunities beyond crowded AI trades and leverage resets.
Jul 6, 2026 · Mon
Does a weak jobs report make your portfolio worth more — or less? - 7/6
Weak jobs report shocker! Discover how 57K jobs lost impacts your portfolio. Learn why markets are repricing now at Behind the Markets.
Jul 5, 2026 · Sun
The dollar's at a 13-month high. Why is smart money heading for the exits? - 7/5
Dollar surges to 13-month high, yet smart money shifts to Asian bonds. Discover why this divergence signals a potential shift in global finance.
Jul 4, 2026 · Sat
The Consumer Is Splitting in Two. - 7/4
US consumers split: High-income cuts spending as optimism plummets. Discover the regime change impacting markets now.
Jul 3, 2026 · Fri
The nuclear trade just got real - 7/3
The nuclear trade is real! Discover how to invest in the SMR buildout and capitalize on this massive energy opportunity before it's too late.
Showing 121 - 130 of 760 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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