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September 26, 2024 – Consol Energy (SYM: CEIX)

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August 29, 2024 – Consol Energy (SYM: CEIX)

Investing in a company at any one of these four phases has its unique challenges.
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December 2023 Issue: Option Care Health (SYM: OPCH)

Let’s start today by taking a profit.
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TRADE ALERT: Consol Energy (CEIX)

I'm recommending we sell half of our position of Consol Energy (SYM: CEIX) here at $102.62, an 84% gain from our recommended price.
Learn More

October 2023 Issue: Seadrill (SYM: SDRL)

Since I’ve been bullish on oil for decades, and I’ve always loved the offshore rig business, I’ve kept a close eye on them for years.
Learn More

TRADE ALERT: Consol up 70% – hits all-time high

Coal producer Consol Energy (SYM: CEIX) looks poised to hit another new high today.  
Learn More

September 2023 Issue: Mirion Technologies (SYM: MIR)

Our decision to move into the “out-of-fashion” energy sector is paying off:
Learn More

May 2023 Issue: CONSOL Energy (SYM: CEIX)

We're not supposed to have favorites in stocks, but over the last few months CONSOL Energy (SYM: CEIX) has, well, become one of my favs.
Learn More

March 2023 Issue: CONSOL Energy Inc. (SYM: CEIX)

Everybody hates coal. And I get it. Climate change is no joke, and as a parent of young children it concerns me greatly.  
Learn More

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Behind the Markets
Happy Friday—and happy Bring Your Child to Work Day! Teddy is here with me today, and it’s one of my favorite traditions. He gets to see what I do, meet the team, and, of course, raid the donut stash. But between the sugar rush and showing him the ropes, I wanted to touch on something important: the market's recent volatility. Right now, April is shaping up to be one of the most volatile months in decades. We’re seeing intraday swings not seen since COVID—and before that, only in 2008 and 1987. That kind of historic volatility isn't random. We’ve got earnings reports that look good on paper, but CEOs are warning about tariff impacts and rising input costs. It’s created a strange split-screen effect: strong fundamentals on one side, but geopolitical and inflation fears on the other. Then there’s China. One minute the Trump administration is imposing tariffs, the next they’re walking it back. Treasury Secretary Scott Bessent even called it a “trade embargo” during a JP Morgan conference, which is serious language. It reminds me of the embargoes that led to World War I, World War II—and yes, even Pearl Harbor. When trade stops, tempers flare. So where does that leave us? In the middle of a market being driven more by politics and external shocks than pure economic data. That’s why anyone who tells you they know exactly where the market is going is, frankly, full of it. All we can do is stay grounded, stay informed, and not let the bull-bear tug-of-war pull us off course. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3Lm9sTHNBZThMQmFJ

Dylan Jovine | Bull? Bear? Nobody Knows. China Tariffs Spark Volatility and Wall Street Confusion

Hey everyone — it’s Dylan Jovine here with another episode of Behind The Markets. Happy Thursday to you all. Today’s episode dives headfirst into a topic that's been lighting up my inbox lately: who really owns America’s debt? I’ve probably been asked this 50 times over the past two weeks, so I figured it’s time to break it down for you. And honestly, the numbers might surprise you. I also wanted to unpack what’s happening behind the scenes in the bond markets because it’s exposing some very real weaknesses in the U.S. financial situation. We’re witnessing a critical moment where our debt is starting to choke our flexibility as a country — not in theory, but in practice. This isn’t something off in the future. It’s happening right now, with major foreign creditors adjusting their strategies and Treasury yields making the biggest moves we've seen in 25 years. Plus, I’ll touch on how this debt dilemma is influencing policy decisions, like Trump’s sudden tariff flip-flop earlier this month. And as always, I’ll tie it back to real life — whether it’s how we manage our own finances when times get tough, or how the market’s recent volatility is giving us a very clear message. Thanks for being here with me, and as always, I appreciate you tuning in. Make sure to subscribe if you haven’t yet — I’ll be back tomorrow with more. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LktoVzFKNHJVOHpN

Dylan Jovine | US Debt Crisis 2025: Why Creditors Are Dumping Treasuries

Good morning and happy Wednesday! In today’s episode of Behind the Markets, I’m diving into a powerful story that caught my attention in the Wall Street Journal—April 2025 is shaping up to be the worst April for the markets since the Great Depression. That’s right—we just lived through a historic downturn. But in the middle of this chaos, one asset has been quietly rising: gold. A lot of you have been asking me about gold lately, and I totally get why. While the market’s been tanking, gold just hit an all-time high—$3,457 an ounce. It’s incredible. So today, I’m breaking down why I’m still bullish on gold and what’s really driving its price higher. We’ll talk about the impact of U.S. fiscal spending, currency debasement, and why central banks around the world are loading up on gold. I also dig into something called the “Sell America” trade—this idea that foreign investors are pulling out of U.S. stocks, bonds, and dollars all at once. That’s only happened six times in American history, and it’s a big deal. Add in trade tensions, tariff policies, and global de-dollarization, and gold starts to look like the ultimate safe haven. If you're wondering what all this means for you and your portfolio, tune in—I lay it all out in plain English, with a little humor and a lot of history. Thanks for being part of this journey with me. Let’s get through these markets together. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3Lm56endhcThzekpn

Dylan Jovine | Why Gold is Soaring While Markets Crash | Worst April Since the Great Depression

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September 26, 2024 – Consol Energy (SYM: CEIX)

Learn More

August 29, 2024 – Consol Energy (SYM: CEIX)

Investing in a company at any one of these four phases has its unique challenges.
Learn More

December 2023 Issue: Option Care Health (SYM: OPCH)

Let’s start today by taking a profit.
Learn More

TRADE ALERT: Consol Energy (CEIX)

I'm recommending we sell half of our position of Consol Energy (SYM: CEIX) here at $102.62, an 84% gain from our recommended price.
Learn More

October 2023 Issue: Seadrill (SYM: SDRL)

Since I’ve been bullish on oil for decades, and I’ve always loved the offshore rig business, I’ve kept a close eye on them for years.
Learn More

TRADE ALERT: Consol up 70% – hits all-time high

Coal producer Consol Energy (SYM: CEIX) looks poised to hit another new high today.  
Learn More

September 2023 Issue: Mirion Technologies (SYM: MIR)

Our decision to move into the “out-of-fashion” energy sector is paying off:
Learn More

May 2023 Issue: CONSOL Energy (SYM: CEIX)

We're not supposed to have favorites in stocks, but over the last few months CONSOL Energy (SYM: CEIX) has, well, become one of my favs.
Learn More

March 2023 Issue: CONSOL Energy Inc. (SYM: CEIX)

Everybody hates coal. And I get it. Climate change is no joke, and as a parent of young children it concerns me greatly.  
Learn More

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