Behind the markets

Daily Trades

January 21, 2025 – 3 “Trump Takeover Targets” for 2025

Yesterday, President Trump took the oath of office for a second time.
Learn More

Amazon’s #1 Takeover Target

Takeover activity is set to boom over the next four years.
Learn More

January 16, 2025 – Updates (IOVA, PCG, SIRI)

Let me start this week with a quick update on Iovance Biotherapeutics (SYM: IOVA).
Learn More

December 26, 2024 – Iovance Update (IOVA)

I know a lot of you bought Iovance Biotherapeutics (SYM: IOVA) on my recommendation, and the stock is down.  
Learn More

December 2024 Issue: Esperion (SYM: ESPR) & Updates (KURA, IOVA)

This climate of fear is our friend. It has created opportunities in the biotech sector which will look downright silly in three to five years.
Learn More

November 21, 2024 – Tower Semiconductor (TSEM) & Updates (SRCL, IOVA)

I’d like to re-recommend one of our old favorites, Tower Semiconductor (SYM: TSEM) here at $46.37.
Learn More

November 11, 2024 – Iovance (IOVA) Update

I wanted to share my take on Iovance’s (SYM: IOVA) second quarter earnings now...
Learn More

August 15, 2024 – Iovance Biotherapeutics (SYM: IOVA)

Shares jumped 44% this week after the company reported its first full quarter after winning FDA approval for its T-cell melanoma therapy Amtavi (lifecel).
Learn More

May 16, 2024 – Cerevel Therapeutics (CERE) & Updates (IOVA, TDS)

I start this week with a quote - “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.”
Learn More

May 9, 2024 – HashiCorp (HCP) & Updates (ETSY, IOVA)

I have a simple cash skim for you today: HashiCorp (SYM: HCP) here at $32.50.
Learn More

deal of the month

best growth stocks

Alliance

Bundle package – lifetime subscriptions for all products

Get Deal

Categories

Behind the Markets

2.2K subscribers

Independent Research for Independent Investors

Behind the Markets
Good morning, everyone — it’s Dylan Jovine here with Behind The Markets! Happy Monday and Happy Global Pay It Forward Day. This is a day I take pretty seriously, not just as a concept but as something I try to live every single day. I’ve been blessed to have so many people help me throughout my career and life, and I always make it a point to pay it forward whenever I can. That’s the message I share with my kids too: don’t pay it back — pay it forward. Now, shifting gears a bit, today I wanted to touch on a massive story that’s flying under the radar while all the headlines focus on tariffs and trade talks with China. There’s a huge mega trend building in the defense sector right now, and if you’ve been ignoring it, you’re missing out on one of the biggest investment opportunities in years. The U.S. just proposed a $1 trillion defense budget — the largest in history, and a staggering $120 billion increase from last year. But it’s not just America. Germany and Europe are rearming too, and it’s setting the stage for a global defense boom. We talked about this last month during our Iron Dome webinar, and now you’re seeing those same defense stocks starting to climb. Companies like AeroVironment just secured a $50 million drone contract from Italy, and European nations are rapidly filling gaps in their defense systems by buying from American manufacturers. Whether you’re invested or thinking about it, this is a sector you need to have on your radar. As always, thank you for spending a little bit of your Monday with me. Remember to pay it forward today — do something kind for someone else and expect nothing in return. It’s the best kind of investment you can make. I’ll see you all 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LmtPRUN3ZW52VHdN

Dylan Jovine | Trump’s $1 Trillion Defense Budget Creates Massive Investment Boom

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

Load More... Subscribe

Recent posts

War in Europe Boosts These American Defense Stocks – 4/28

If you’re not in these stocks, you are missing a massive mega trend

Six Yielding ETFs to Keep Your Portfolio Safe

Rare Earth Boom: 3 Stocks & 1 ETF to Watch Now – 4/27

Tags

Connect with Us

Icon-facebook Icon-btmshare_tw

January 21, 2025 – 3 “Trump Takeover Targets” for 2025

Yesterday, President Trump took the oath of office for a second time.
Learn More

Amazon’s #1 Takeover Target

Takeover activity is set to boom over the next four years.
Learn More

January 16, 2025 – Updates (IOVA, PCG, SIRI)

Let me start this week with a quick update on Iovance Biotherapeutics (SYM: IOVA).
Learn More

December 26, 2024 – Iovance Update (IOVA)

I know a lot of you bought Iovance Biotherapeutics (SYM: IOVA) on my recommendation, and the stock is down.  
Learn More

December 2024 Issue: Esperion (SYM: ESPR) & Updates (KURA, IOVA)

This climate of fear is our friend. It has created opportunities in the biotech sector which will look downright silly in three to five years.
Learn More

November 21, 2024 – Tower Semiconductor (TSEM) & Updates (SRCL, IOVA)

I’d like to re-recommend one of our old favorites, Tower Semiconductor (SYM: TSEM) here at $46.37.
Learn More

November 11, 2024 – Iovance (IOVA) Update

I wanted to share my take on Iovance’s (SYM: IOVA) second quarter earnings now...
Learn More

August 15, 2024 – Iovance Biotherapeutics (SYM: IOVA)

Shares jumped 44% this week after the company reported its first full quarter after winning FDA approval for its T-cell melanoma therapy Amtavi (lifecel).
Learn More

May 16, 2024 – Cerevel Therapeutics (CERE) & Updates (IOVA, TDS)

I start this week with a quote - “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.”
Learn More

May 9, 2024 – HashiCorp (HCP) & Updates (ETSY, IOVA)

I have a simple cash skim for you today: HashiCorp (SYM: HCP) here at $32.50.
Learn More

Get FREE Daily Stock Tips

Join and receive market insider stock picks, trade alerts and unique investing insights
This field is for validation purposes and should be left unchanged.
By clicking the "Subscribe" button you are accepting our Terms of Use and Privacy Policy.
Behind the markets

Company

Explore

CUSTOMER SERVICE

  • We’re here to help.
    Contact Us:
    Mon – Fri | 10 AM – 7 PM EST
  • 1-800-851-1965

© 2025 Behind the Markets, LLC. All rights reserved.

Join Waitlist

We’re sorry, but due to the popularity of our services, we have reached our max number of subscribers and are not currently accepting more. If spots become available, we will be sure to contact you. Please join the waitlist below.
Thank You!

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.