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November 2024 Issue: Talen Energy Corp (SYM: TLN)

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Good morning, Dylan Jovine here with Behind the Markets. It’s Tuesday, June 17th, and yes—you’re seeing this correctly, I’m wearing a collared shirt today. I’ve got headshots scheduled (not my favorite thing), but before that, I want to dive into the latest developments between Israel and Iran—and what this means for defense investors. Over the weekend, Israel’s airstrikes on Iran's nuclear facilities have once again proven the absolute importance of air superiority in modern warfare. With American-made F-35s, F-16s, and F-15s, Israel took control of Iranian airspace, dismantling Iran’s air defenses and targeting critical military leadership. This conflict is offering a real-time masterclass on where military technology is heading—and where the investment opportunities are. While drones are becoming an important part of modern battlefields (as we’ve seen in Ukraine and Iran’s drone attacks), this conflict reminds us that fixed-wing aircraft still dominate when it comes to controlling the skies. And that brings us to one of the most exciting new opportunities we’ve identified inside Breakthrough Wealth: a pure-play aircraft engine company that recently went public. Pure plays like this are rare, and with military spending rising globally, I suspect we’ll see more of these companies come public—and likely get acquired—over time. At the same time, this war is also reshaping the Middle East’s balance of power. As Israel defangs Iran, new alliances may form as Arab nations reconsider their partnerships. We’re watching history unfold—and for defense investors, this is a space filled with opportunity. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3Lk5tdmZwUVVscmNz

Dylan Jovine | Defense Stocks Surge: How Israel’s Attack Impacts Military Investing

Good morning! Dylan Jovine here with Behind the Markets. Happy Monday — June 16th. I wish I wasn’t starting the week like this, but over the weekend, every conversation I had was about war — specifically, Israel’s recent strike on Iran’s nuclear facilities. There’s a lot to unpack here, and it raises both emotional and strategic questions. First, this isn’t theory — real people are dying. But from a strategic standpoint, Israel couldn’t sit back while a hostile neighbor built up weapons that threaten its existence. As I explained to my kids, sometimes you have to act before danger grows larger. What’s fascinating here is the weaponry: American-made jets like Lockheed Martin’s F-35, General Dynamics F-16s, and McDonnell Douglas F-15s were all part of the strike. These are companies we’ve been covering in Breakthrough Wealth. But war is evolving fast. Iran responded with drones — something we first saw in Iraq, but which has become central to modern warfare. Ukraine, Russia, Israel — drones are everywhere now. And one American drone company we follow has positioned itself as the independent leader in this space, locking up key contracts and acquisitions. As we’ve said before, we’re entering the fourth revolution in warfare — and that has huge implications for defense investors. The world is on edge: Israel hit 75% of Iran’s nuclear capacity. But the remaining 25% may require even more advanced bunker-busting weapons. That gives the U.S. leverage as it navigates negotiations with Iran. Hopefully, diplomacy prevails. But as history shows, empires like Persia have long memories. This story is far from over. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LnlDcmtCc1pLZ1U0

Dylan Jovine | Israel Hits 75% of Iran’s Nuclear Capacity — What Happens Next?

Good morning, everyone! Dylan Jovine here from Behind the Markets. Happy Friday—it’s June 13th, and yes, it’s Friday the 13th. My kids love when I jump out of closets to scare them, but today we’ve got something much scarier to talk about: our new trade “truce” with China. This week, the U.S. agreed to a deal that gives China massive leverage over us—and I don’t say that lightly. In exchange for delaying their rare earth export restrictions, China has given us a six-month deadline to ease semiconductor sanctions. Think about that: the country that controls 90% of the world’s rare earths—materials critical to everything from F-35 fighter jets to advanced AI chips—is now dictating terms to the United States. We entered this trade war thinking we had leverage, but it’s becoming clear we completely miscalculated who holds the stronger hand. This raises major national security concerns. Do we even have enough rare earth stockpiled to survive a real supply cutoff? What happens if China slows rare earth shipments while escalating tensions with Taiwan? These are the kinds of dangerous questions we’re being forced to confront—questions that should’ve been addressed years ago. Instead, we’re learning the hard way just how vulnerable we really are. That’s why we’ve been pounding the table on this issue for years. If you’ve read our special reports on rare earths and national security, you know exactly how serious this situation has become. And the window to fix it is closing fast. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LlFmSlg1b05aZXZr

Dylan Jovine | China Controls Rare Earths — And Now They Control the Timeline

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November 2024 Issue: Talen Energy Corp (SYM: TLN)

Today I’d like to recommend an actual nuclear power company that just signed an impressive deal with Amazon.
Learn More

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