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September 2022 Issue: Lululemon (SYM: LULU)

When your athletic apparel brand has ambassadors like the youngest surfer to ever win the US Open, a veteran of the Canadian snowboard circuit, and a 400-meter world record holder, among many other pro athletes, you must be doing something right.
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Hey everyone, Dylan Jovine here from Behind the Markets. Happy Friday! Today, I want to give a shoutout to all the single parents out there—it’s National Single Parents Day. I was raised by a single mom who worked her way up from night school to an executive role, and I learned my work ethic from her. So, to all the single parents grinding every day, I see you and appreciate you. Now, let’s dive into what’s happening with the Fed. This week, the Fed minutes hinted at something we don’t like hearing—stagflation. It’s not the same as what we saw in the late ‘70s and early ‘80s, but we’re seeing stagnant growth with inflation creeping up. And the Fed is bringing back the idea of “transitory inflation,” thanks in part to Trump’s economic policies, including tariffs, which are making everything more expensive. The real shocker? A report found that nearly 60% of corporate earnings from 2022 to Q3 2024 came from public sector spending. With the government now trying to cut spending and reduce its footprint, we’re looking at slower growth, potential job losses, and a transition period for the economy. It’s not going to be pretty, but as always, we have to play the ball where it lies. Stick around, hit that like button, and let’s break it all down. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LmgwY0k5dHRhMTI4

Dylan Jovine | Fed Hints at Stagflation: Here's What the Data Says...

✅ GET THE REPORT HERE 👇🏼👇🏼 https://www.behindthemarkets-btm.com/9STNLS/J7B6XD/?__efq=Al38hzZngjfcp_mZQEb3-w Hey everyone, Dylan Jovine here from Behind the Markets. Today, we’re diving into a massive shift happening in Europe—one that could create some serious investment opportunities. We recently talked about Elbit Systems in our free webinar, and since then, the stock has jumped $50. But that’s just the tip of the iceberg. What’s really happening is much bigger than one stock—it’s a full-scale rearming of Europe, and that has huge implications for investors. Germany is ramping up its defense spending, NATO is being pushed to take on more responsibility, and European defense contractors are about to see a massive surge in demand. This isn’t just speculation—we’ve already seen these stocks start to climb, and history tells us that when global powers rearm, markets react in a big way. Remember, it wasn’t FDR’s policies that ended the Great Depression—it was World War II and the need to rearm. The same cycle is starting to play out again, and those who position themselves early could see significant gains. In our latest report, we break down the European and American defense contractors that are set to benefit the most from this shift. If you missed our Iron Dome webinar, don’t worry—we’ve reopened access for a limited time so you can still grab the report. ✅ GET THE REPORT HERE 👇🏼👇🏼 https://www.behindthemarkets-btm.com/9STNLS/J7B6XD/?__efq=Al38hzZngjfcp_mZQEb3-w Click the link and check it out before it’s gone. This is one of the biggest investment trends of the decade, and you don’t want to miss it. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LlZoTURQZ3gtZVo4

Dylan Jovine | Why European Defense Stocks Are About to Explode | Urgent Investing Update!

Good morning, everyone! Dylan Jovine here from Behind the Markets, and happy Wednesday! It’s National Laugh Day—so let’s try to keep things light, even as we dive into some serious market discussions. Today, I want to continue our conversation about Treasury Secretary Scott Bessent and the financial crisis he’s been warning about. He’s been making the rounds on TV, emphasizing that if we hadn’t changed course, a financial disaster was inevitable. If you’ve read Midnight in America, you know we’ve been talking about this for a while—the five cracks in America’s foundation that could lead to major economic upheaval. Now, the markets are finally waking up to these risks, whether it’s debt, tariffs, or China’s growing influence. We’re seeing a shift in how people view the economy, and the sell-off reflects that realization. We’re also witnessing a major push to cut spending—Trump and Bessent are making moves to trim 25% of the federal workforce and shift jobs from the public to the private sector. It’s a bold strategy that could have big implications for inflation, employment, and economic stability. There’s a lot to unpack here, and as always, I’ll be breaking it down for you. Stay tuned, because tomorrow we’ll dive even deeper into the mindset that got us here in the first place. Let me know your thoughts in the comments, and don’t forget to like and subscribe for more market insights. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LmZwOGF5czJlVUdJ

Dylan Jovine | 🚨 Treasury Secretary Warns of ‘Guaranteed’ Financial Crisis – What You Need to Know!

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September 2022 Issue: Lululemon (SYM: LULU)

When your athletic apparel brand has ambassadors like the youngest surfer to ever win the US Open, a veteran of the Canadian snowboard circuit, and a 400-meter world record holder, among many other pro athletes, you must be doing something right.
Learn More

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