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December 5, 2024 – Tower Semiconductor (TSEM) & Updates (HUBS, ET)

Let’s start today by taking a profit.
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July 15, 2024 – Bitfarms (BITF) & Updates (HUBS, TDS, LSXMK)

One of the biggest issues that will be decided by the next president is this: the mother of all fiscal cliffs is coming in 2025 and we are not prepared for it.
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June 6, 2024 – Hubspot (SYM: HUBS) & Updates (TDS)

Shares of Telephone and Data Systems (SYM: TDS) jumped 32% this week after the company announced it was selling off its OneNeck IT solutions.
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May 29, 2024 – Hubspot (SYM: HUBS)

The stock market’s recent highs are being driven by government spending.
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Good morning, everyone! Dylan Jovine here from Behind the Markets, and happy Friday. Today is January 10th, and we’re diving into the Federal Reserve’s December minutes, which reveal some critical insights for 2025. The Fed is signaling concern about inflation being stickier than expected. Wall Street initially bet on four rate cuts this year, but now it looks like we may only see two—if any. More importantly, the bond market is increasingly ignoring the Fed. Long-term yields, like the 10-, 20-, and 30-year bonds, are rising independently of rate cuts, driven by a combination of factors tied to fiscal policy and economic shifts. The incoming Trump administration’s proposed policies are raising alarms at the Fed. Massive spending, potential changes to immigration policy, and renewed tariffs on imports could create a cocktail of inflationary pressures. For example, deportation of undocumented workers could strain industries like construction and agriculture, driving up wages and costs. Tariffs could raise prices on everyday goods, reducing purchasing power. These inflationary risks are already reflected in higher bond yields, and the Fed appears to be shifting from an easing stance to a neutral one. As investors, it’s crucial to stay focused on these macroeconomic developments. Rising yields are putting pressure on the housing and mortgage sectors, and this trend is just beginning to ripple through the economy. Join me tomorrow as I discuss the first major victim of this shift. Have a great day, and I’ll see you then! ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkRfSkNKR2E5c3dj

Dylan Jovine | Feds Are Worried About Inflation Again: Trump's 2025 Policies Could Add to Pressure

Good morning, everyone! Dylan Jovine here from Behind the Markets, and happy Thursday! Today is January 9th, and I'm thrilled to share with you a massive opportunity unfolding in the biotech sector. Despite recent downturns—partly due to RFK Jr.'s nomination as HHS Secretary under President Trump—the current conditions have created a unique investment landscape. Biotech stocks are now among the cheapest in the market, and here's why that's significant: We are approaching a major patent cliff between now and 2033. Patents on dozens of blockbuster medications are set to expire, potentially costing major pharmaceutical companies over $400 billion in lost revenue. Drugs like Keytruda, Eliquis, Jardiance, and OPDIVO are among those affected. Companies like Merck, Bristol Myers Squibb, Novartis, and Roche stand to lose billions in the next few years alone. For instance, Merck is expected to lose $43 billion when Keytruda's patent expires in 2028. So, what's their playbook? Big Pharma will likely: - Cut Costs: Adjust operational expenses to match the anticipated drop in revenue. - Boost Revenue: Seek acquisitions of small biotech companies with promising pipelines to replenish their portfolios. This sets the stage for a potential explosion in mergers and acquisitions, reminiscent of the surge we saw in 2018 and 2019. With Big Pharma holding over $1 trillion in cash reserves and biotech valuations at attractive lows, the conditions are ripe for significant deal-making. In today's video, I'll delve into: - The specifics of the upcoming patent cliff and its impact. - Which biotech sectors are most attractive (like oncology and autoimmune therapies). - How you can position yourself to capitalize on this unprecedented opportunity. If you're a Biotech Insider member, you already know some of the companies we're excited about. For those considering joining, now might be the perfect time to get involved. Don't miss out on what could be the biggest biotech opportunity in over a decade! ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LmVkWjdHdE9xVmVv

Dylan Jovine | Biotech’s Billion-Dollar Opportunity: Big Pharma’s Patent Cliff Sparks M&A Surge

Good morning, everyone! Dylan Jovine here from Behind the Markets, and happy Wednesday. Today’s update is a bit different—a public service announcement about a growing concern that’s not getting the coverage it deserves. There’s a mystery disease outbreak in China linked to the HMPV virus, overwhelming hospitals and raising alarms. Similar to the flu, this virus poses significant risks to vulnerable populations, including the elderly, young children, and those with compromised immune systems. Hospitals in China are packed, and the scenes are eerily reminiscent of what we saw at the onset of COVID-19 in 2019. Yet, mainstream media seems silent on this, and that’s why I feel it’s my responsibility to bring it to your attention. As someone who closely monitors both markets and global events, I remember warning friends and colleagues about COVID before it hit our shores. The potential market and health impacts of outbreaks like this are enormous, and staying informed is crucial. While we can’t predict if this will become a global issue, the rapid spread of respiratory viruses and the lack of preparation can create massive ripple effects. My job is to keep you ahead of the curve, and this is one of those stories we can’t ignore. I’ll continue tracking this and keep you updated. Stay vigilant, and let’s hope this stays contained. Have a great day, and I’ll see you tomorrow. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LlZXNmVZd2hLVWJj

Dylan Jovine | New China Outbreak Raises Alarms: Could This Be the Next Global Health Crisis?

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December 5, 2024 – Tower Semiconductor (TSEM) & Updates (HUBS, ET)

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

July 15, 2024 – Bitfarms (BITF) & Updates (HUBS, TDS, LSXMK)

One of the biggest issues that will be decided by the next president is this: the mother of all fiscal cliffs is coming in 2025 and we are not prepared for it.
Learn More

June 6, 2024 – Hubspot (SYM: HUBS) & Updates (TDS)

Shares of Telephone and Data Systems (SYM: TDS) jumped 32% this week after the company announced it was selling off its OneNeck IT solutions.
Learn More

May 29, 2024 – Hubspot (SYM: HUBS)

The stock market’s recent highs are being driven by government spending.
Learn More

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