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July 26, 2023 – BREAKING: Silicon Motion up 80% on Takeover Approval (SIMO) & Updates

Let’s start today with some good news: Shares of Silicon Motion (SYM: SIMO) jumped $42 this morning on news that China has finally approved its takeover by MaxLinear.
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July 6, 2023 – Amedisys (SYM: AMED)

Big companies like CVS and United Healthcare are buying smaller firms like Oak Street and others just to get closer to the patients.
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Behind the Markets
This morning, I want to talk about something I believe could shake the financial markets to their core—President Trump's escalating attempts to replace Federal Reserve Chair Jerome Powell. While I’m generally a supporter of the unitary executive theory, which gives the president broad powers, this is one place where I draw the line. History shows us exactly what happens when the Fed loses its independence—and none of it is good. We’re already seeing signs of market jitters. A simple leaked conversation where Trump floated the idea of firing Powell caused the U.S. dollar to drop 1.2% in minutes. Think about that—your dollar lost value in real time. Mortgage rates, treasury yields, and the S&P all reacted. It’s not just theory. This stuff matters, and it hits your wallet directly. Back in the '70s, Nixon pressured Fed Chair Arthur Burns and the result was a historic inflation crisis that took Paul Volcker years to fix. We cannot afford to make that mistake again. If we start treating the Fed Chair like a cabinet appointment, it opens the door for any future president—on the left or right—to hijack monetary policy. That’s a dangerous game to play with your savings, your mortgage, and the value of the U.S. dollar. So before we all nod our heads at the idea of swapping out Powell for someone more “friendly,” we really need to pause and ask: what does that do to American credibility, stability, and the long-term health of the economy? Spoiler: nothing good. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LktsdDIyOHVVV3lj

Dylan Jovine | Firing Powell: A Market Disaster in the Making

I’m back—and better than ever! After spending some time in Europe with my family, teaching my kids about the foundations of Western civilization, I came home to some powerful headlines. One story that really jumped out was from Barron’s, quoting Defense Secretary Pete Hegseth. His announcement about cutting red tape to unleash American manufacturing in the defense sector is music to my ears—and great news for us as investors. While I was trying to unplug (rare for me), I couldn’t help but notice the market reaction. Drone stocks like Kratos and AeroVironment jumped sharply—Kratos is now up 97% from our recommended price, and AeroVironment is up 115%. This is the kind of shift we’ve been preparing for. The Pentagon is finally starting to move faster, and it's giving new life to small defense contractors who were previously shut out by a painfully slow approval process. But here’s what most people missed: this isn’t just an American story. Europe is seeing the same renaissance in defense spending, and that opens the door to a second wave of opportunity. We’ve put together a special report highlighting the top American and European defense stocks still flying under the radar—but not for long. As always, I’m grateful to be back with you. This is a truly exciting time for investors who understand the future of warfare is distributed, intelligent, and autonomous. Make sure you don’t miss this moment. ✅ 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LlBwa3lXZkl5cE8w

Dylan Jovine | New Era of Warfare = New Wealth

Good morning — Dylan Jovine here with Behind the Markets. Lately, we’ve been diving deep into this monumental shift happening right before our eyes: the move from AI to what I call the EI era — Embodied Intelligence. It’s one thing to have AI on your screen, but it’s a whole different world when that intelligence jumps into physical form. Robots, smart devices, delivery bots — it’s all coming, and it’s going to change every corner of our lives. In today’s video, I broke down my personal top 7 ways robots are going to impact our daily routines, industries, and even our relationships. From home assistants that actually fold your laundry to fitness bots correcting your form, eldercare robots helping with medication, and even robotic pets offering companionship — it sounds like science fiction, but it’s already starting to happen. The EI era isn’t a theory anymore; it’s a business reality that’s going to hit fast and hard. And while some of these ideas still sound wild to me (I’ve seen too many Terminator movies to let a robot cook my dinner), there’s no denying which industries are going to adopt them first. The ones where they can save the most money. Warehousing, security, delivery — those are coming sooner than you think. In this episode, I explain exactly why, and how it all ties back to data centers and nuclear-powered infrastructure keeping it running. I also talk about how companies like Tesla are already using embodied intelligence today, and why this shift is going to unlock entirely new markets. If you haven’t checked out our brand new video and report on EI, make sure you do. This is one of the biggest investment opportunities I’ve seen in 20 years — and you’ll want to be ahead of 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 VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3Ljc0QldaU3FIejNr

Dylan Jovine | The Future of EI: Robots Will Change Our Lives

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July 26, 2023 – BREAKING: Silicon Motion up 80% on Takeover Approval (SIMO) & Updates

Let’s start today with some good news: Shares of Silicon Motion (SYM: SIMO) jumped $42 this morning on news that China has finally approved its takeover by MaxLinear.
Learn More

July 6, 2023 – Amedisys (SYM: AMED)

Big companies like CVS and United Healthcare are buying smaller firms like Oak Street and others just to get closer to the patients.
Learn More

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