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January 2025 Issue: Verisign (VRSN) & Updates (MIR)

We begin our 8th year together with a market that’s in transition.
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SPECIAL REPORT: The Last Retirement Stock – AI Income for Life

There is one resource which is the backbone of every technological revolution. I’m talking about energy.
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June 2024 Issue: Solvay SA (SYM: SVYSF)

I think this stock is one of the best bargains on the market today. And I wanted to remind you about it again, while the stock is still so cheap.
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September 2023 Issue: Mirion Technologies (SYM: MIR)

Our decision to move into the “out-of-fashion” energy sector is paying off:
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August 2023 Issue: Mirion Technologies (SYM: MIR)

This month, I have another “old and boring” recommendation for you.
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✅ GET YOUR COPY OF "MIDNIGHT IN AMERICA" HERE 👇🏼👇🏼 https://www.behindthemarkets-btm.com/9STNLS/B5WF5B/ Good morning, everyone! Dylan Jovine here from Behind the Markets, and happy Monday. Today is January 13th, and I’m diving into some of the most pressing data points shaping the market as we kick off the new year. Hedge funds are dumping stocks at record levels, and it’s not hard to see why. The economic undercurrents are signaling caution, and I’m here to break it all down for you. The stock market is now worth $63.8 trillion, near its all-time high, but warning signs are everywhere. The S&P 500’s price-to-book ratio has exceeded levels seen before the dot-com crash, and 10-year Treasury yields have hit 4.7%, pushing mortgage rates toward 8%. Homebuyers are paying nearly double in interest compared to just two years ago, and existing home sales have slumped to their lowest levels since 1995. Meanwhile, credit card delinquency rates are spiking, consumer debt is plunging, and corporate bankruptcies are climbing to levels not seen since the aftermath of the 2008 financial crisis. At Behind the Markets, we’ve been trimming our portfolios, preparing for what could be a rough ride ahead. But we’re not panicking—we’re staying disciplined and focused. Now is not the time to swing at risky investments outside of your strike zone. There are exceptional opportunities out there, but careful selection is key. If you haven’t already, grab a copy of Midnight in America, where I lay out the playbook I used to navigate and profit from the 2008-2009 financial crisis. It’s the same strategy I’m passing down to my kids and using to guide us through what’s ahead. Play the ball where it is, not where you wish it to be. Stay cautious, stay prepared, 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LjlDMks4R28tYWRn

Dylan Jovine | Hedge Funds Dump Stocks Amid Record Warnings: What the Data Tells Us for 2025

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

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January 2025 Issue: Verisign (VRSN) & Updates (MIR)

We begin our 8th year together with a market that’s in transition.
Learn More

SPECIAL REPORT: The Last Retirement Stock – AI Income for Life

There is one resource which is the backbone of every technological revolution. I’m talking about energy.
Learn More

June 2024 Issue: Solvay SA (SYM: SVYSF)

I think this stock is one of the best bargains on the market today. And I wanted to remind you about it again, while the stock is still so cheap.
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

August 2023 Issue: Mirion Technologies (SYM: MIR)

This month, I have another “old and boring” recommendation for you.
Learn More

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