Oct 20, 2026 · Tue
The Rocket Opens its Books Tonight. We Bought the Phone Company.
SpaceX’s first profit test, a $3.4 billion bet on tin cans and Washington’s fifth swing at oil. Our picks: AT&T and Sonoco rated Buy, United Airlines on Watch.
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Morning Watchlist
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Oct 19, 2026 · Mon
KFC Dumped Pepsi. We'd Buy the Ex.
KFC dumped Pepsi, Bumble went private and Dycom hit a new low. Why PepsiCo and Dycom are Buys and Match Group is a Watch in today’s Morning Watchlist.
Oct 18, 2026 · Sun
Steel Pre-Announced a Double. Monday Grades It.
Sunday Edition, Oct. 18: earnings week ahead as the Fed goes quiet. Steel Dynamics and Autoliv rated Buy, Hasbro on Watch, plus Tesla and Meta previews.
Oct 17, 2026 · Sat
The Week the Market Split in Two
Saturday Edition, Oct. 17: the market split in two. CoreWeave, Micron and Goldman Sachs graded, plus all 18 weekly stock calls and your Monday checklist.
Oct 16, 2026 · Fri
Seoul Trading Halted. The Checkbook Didn't. - 10/16
Seoul’s circuit-breaker halt, TSMC’s record quarter, and a hot CPI print — plus our calls on CoreWeave (Sell), FirstCash (Watch), and STAG Industrial (Buy).
Oct 15, 2026 · Thu
Sold out through 2028. Stock Now at a Discount - 10/15
This tech giant is sold out through 2028, yet the stock is trading at a rare discount. See why Behind the Markets says now is the time to act. Read more.
Oct 14, 2026 · Wed
Seoul burned the mills. We priced the bakery. - 10/14
Seoul burned the mills, we priced the bakery. Get morning investment insights on bank earnings, inflation, and market strategy.
Oct 13, 2026 · Tue
The storm showed up. The season didn’t. - 10/13
Storms brewed & banks reported. Discover unexpected market moves in tower landlords, Russian diesel, & the hurricane season's late arrival.
Oct 12, 2026 · Mon
Musk spent $8 billion. The market burned $39 billion. - 10/12
Elon Musk's $8B SpaceX deal cost telcos $39B. Discover the market anomaly and where to find undervalued opportunities at Behind the Markets.
Oct 11, 2026 · Sun
The Loudest Week of the Fall - 10/11
Get ready for a pivotal week: Banks, inflation, and AI earnings loom. Discover which quiet stories behind the headlines matter most.
Showing 21 - 30 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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