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August 24, 2023 – Earthstone Energy (SYM: ESTE)

We’ve done very well in the energy sector over the years. As I’ve written about before, I love industries that are forced to consolidate to grow.
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June 8, 2023 – Silicon Motion (SYM: SIMO)

Silicon Motion (SYM: SIMO) is up 10% since we talked about it last week.
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January 19, 2023 – Silicon Motion (SYM: SIMO)

Let’s lock in our first profit of 2023... I recommend selling the remaining HALF of your shares of Aerojet RocketDyne (SYM: AJRD).
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September 8, 2022 – Silicon Motion (SYM: SIMO)

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Behind the Markets

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Behind the Markets
Good morning and Happy Memorial Day. In today’s video, I wanted to take a moment to step back from the usual market talk and reflect on what this day truly means. It’s a privilege to be able to sit here, fire up the camera, and talk to you about stocks, investing, and life — and that freedom exists because of the ultimate sacrifices made by the brave men and women who served our country. I spent last night at a barbecue with some good friends, and we ended up talking about our favorite war movies. From The Hurt Locker to The Deer Hunter, and of course my personal favorite, Saving Private Ryan. It’s that unforgettable opening scene at Omaha Beach that always gets me. I once had a conversation with a friend’s grandfather, a man who was actually there on D-Day. As we watched the movie together, he pointed at the screen and quietly said, “That’s what it was.” It was a powerful, humbling moment that I’ll never forget. So today’s video isn’t about stock picks or market predictions — it’s about gratitude. Gratitude for the people who’ve supported me, for the community we’ve built here, and for those who made the sacrifices that give us the lives we live today. Thank you for spending a few minutes with me this Memorial Day. I hope you’re surrounded by good food, good people, and meaningful memories. Wishing you a safe, peaceful, and reflective holiday. See you soon. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LmQtWTdFZGtQUGE0

Dylan Jovine | A Memorial Day Tribute: The Real Meaning Behind Our Freedom

Good morning, folks — Dylan Jovine here with Behind the Markets. Happy Friday! I’m coming to you today with something that’s been weighing heavy on the markets this week, and honestly, it’s something every investor should be paying attention to. We had a wild market drop on Wednesday afternoon with no obvious headlines to explain it… and I’m here to break down exactly what happened. At the heart of it all was a bond auction that completely fell apart. The U.S. government went out to sell 20-year bonds, and investors basically told them, “Not unless you pay us over 5%.” That sent shockwaves through the bond market, pushing up yields on the 10-year and 30-year, which in turn dragged down stocks. I explain how this seesaw relationship between yields and stocks works and why this is such a big deal for all of us, not just Wall Street pros. It ties directly into the massive budget deficits we’ve been running for years now — and the new budget being pushed by President Trump and Republicans could make it even worse. This isn’t just a political issue; it’s economic reality. Higher yields mean higher mortgage rates, more expensive car loans, pricier credit cards — everything costs more to finance, and it’s like a hidden tax on all of us. If you care about your portfolio, your mortgage, or just the overall economy, give this one a listen. I cut through the headlines and noise to explain what’s really happening behind the scenes and how it’ll affect you. As always, no BS, no magical thinking — just the truth as it is. Have a great weekend, and I’ll see you Monday! ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LmpTYU9UbGxSNVdF

Dylan Jovine | Why the Market Crashed This Week | Yield Surge Explained & What Happens Next

Good morning, friends — Dylan Jovine here with Behind The Markets, and wow, what a week it’s been. In today’s episode, I’m breaking down one of the biggest national defense announcements we’ve seen in years. President Trump just revealed early details of his proposed Golden Dome missile defense shield — a modern reboot of Reagan’s famous Star Wars program. I’ve been keeping a close eye on this behind the scenes, and we finally have some numbers and direction to talk about. This isn’t just about politics or policy; it’s about how this shapes the future of warfare and where the smart investment opportunities are hiding. I’m walking you through why the moon has quietly become the new high ground in military strategy, and how modern conflicts will be fought in space, with AI-driven weapons systems and satellites playing central roles. If you’ve followed me for a while, you know I’ve been calling this for months. Even better, we now know which companies are going to benefit. SpaceX is at the top of the list, alongside classic defense names like RTX, Northrop Grumman, and General Dynamics. But what’s really interesting is the non-traditional players getting pulled into this — companies like Palantir, Anduril, and some small-cap names from our Breakthrough Wealth model portfolio. The potential upside here is incredible, and it’s rare to see the government hand us a roadmap this clear. If you haven’t caught our special report on this missile defense shift yet, I highly recommend you check it out. It’s a deep dive into the future of space-based defense and how investors like us can get ahead of the curve. Thanks for watching, and I’ll catch you tomorrow with more market-moving news. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LjNUem9ObnBjT1Jz

Dylan Jovine | Trump’s $1 Trillion Space Defense Plan: SpaceX, RTX & Palantir Involved

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August 24, 2023 – Earthstone Energy (SYM: ESTE)

We’ve done very well in the energy sector over the years. As I’ve written about before, I love industries that are forced to consolidate to grow.
Learn More

June 8, 2023 – Silicon Motion (SYM: SIMO)

Silicon Motion (SYM: SIMO) is up 10% since we talked about it last week.
Learn More

January 19, 2023 – Silicon Motion (SYM: SIMO)

Let’s lock in our first profit of 2023... I recommend selling the remaining HALF of your shares of Aerojet RocketDyne (SYM: AJRD).
Learn More

September 8, 2022 – Silicon Motion (SYM: SIMO)

Learn More

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