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March 2024 Issue: Arm Holdings (SYM:ARM) & Updates

The company is an actual monopoly and has monopoly pricing power: 70% of the world’s population touches Arm in some way.
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February 2023 Issue: Louisiana-Pacific Corp (SYM: LPX)

Now for the past couple of months, I’ve been showing you how to invest in short-term government bonds and money market funds. But this month, we’re back in the stock game with a solid recommendation for you.
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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

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March 2024 Issue: Arm Holdings (SYM:ARM) & Updates

The company is an actual monopoly and has monopoly pricing power: 70% of the world’s population touches Arm in some way.
Learn More

February 2023 Issue: Louisiana-Pacific Corp (SYM: LPX)

Now for the past couple of months, I’ve been showing you how to invest in short-term government bonds and money market funds. But this month, we’re back in the stock game with a solid recommendation for you.
Learn More

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