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Behind the Markets: independent research for independent investors.
Dylan's Diary: 7/5/24
5:18
9 часов назад
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Dylan's Diary: 7/1/24
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Dylan's Diary: 6/28/24
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Dylan's Diary: 6/24/24
5:19
14 дней назад
Eli Lilly is the Nvidia of Big Pharma
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My "System" for Picking Biotech Stocks
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Комментарии
@le62886
@le62886 5 дней назад
Hi, do you have any opinion on MAIA ? thanks
@myhalowithin
@myhalowithin 5 дней назад
🎆🎶Happy 4th of July 🎵🎇 May ALL Patriots take a moment to quietly thank those past, and present, for their service - giving of themselves for other's too. Very interesting - Dylan. I suspected that amongst that list was President Ronald Reagan :)💎
@behindthemarkets
@behindthemarkets 5 дней назад
oh yeah, you know it! 100%!
@ylitaloc1
@ylitaloc1 6 дней назад
I totally agree with you, Dylan. It's really sad to see our institutions becoming and trying to convince our youth to become woke.
@behindthemarkets
@behindthemarkets 6 дней назад
Thank you ❤
@JeffreyBarnhart-wx2xr
@JeffreyBarnhart-wx2xr 8 дней назад
Thank you very much for taking the time to talk to us. It is so important that we get to know you. I value your insights and recommendations.
@behindthemarkets
@behindthemarkets 8 дней назад
Thank you for letting us know. I appreciate it :)
@myhalowithin
@myhalowithin 8 дней назад
Thank You, Dylan - your outfit is knowledge, and the decision to make it happen. Looks good on you sir. ✨✨ note: SDGR whadda whadda happened?
@behindthemarkets
@behindthemarkets 8 дней назад
Thank you so much! And yes, still don't see anyone as far along as Schrodinger is with respect to AI for biotech. We're holders here, even though biotech has sold off greatly. We're being patient.
@myhalowithin
@myhalowithin 8 дней назад
@@behindthemarkets - Thunder-wear :)⚡
@AmberM-t6l
@AmberM-t6l 8 дней назад
Good insight.. I like this daily diary format too.
@behindthemarkets
@behindthemarkets 8 дней назад
Awesome, thank you!
@haroldwarner4337
@haroldwarner4337 11 дней назад
One contributor is AirBus hired PLTR and Boeing did not.
@ylitaloc1
@ylitaloc1 13 дней назад
Thanks for sharing your wisdom, Dylan.
@mfdoom0088
@mfdoom0088 13 дней назад
couldnt agree more with you
@JeffreyBarnhart-wx2xr
@JeffreyBarnhart-wx2xr 13 дней назад
Very interesting insights
@behindthemarkets
@behindthemarkets 13 дней назад
Thank you!
@JeffreyBarnhart-wx2xr
@JeffreyBarnhart-wx2xr 14 дней назад
This is a really good idea. I like it.
@behindthemarkets
@behindthemarkets 14 дней назад
Thank you! I appreciate that!
@brianliew5901
@brianliew5901 14 дней назад
Biden: End of dollar hegemony? Not under my watch ! 😂😂😂😂😂
@Verlain28
@Verlain28 20 дней назад
hi, great analysis! could you do a video which covers big pharma/healthcare industry analysis? totally agree it is performing like nvidia
@behindthemarkets
@behindthemarkets 19 дней назад
Thank you! I will.
@SymbolsPatternsGnosis
@SymbolsPatternsGnosis Месяц назад
This was exactly what the hitmen did to the comic book market when The Death of Superman and X Men both hit multimillion dollar sales and flooded comic shops with speculators. Image comics and other indy start ups were run by the creators who jumped ship to win big without The Big Two. They ( Image and Dark Horse) almost bankrupted the big publishers and took over the market. The comic book bubble of the 1990’s was manufactured with the same pattern as the default credit swap housing hoax that bankrupted millions. The artists sold out and then were almost wiped out when AOL Warner and Disney took over the Big Two ( think towers coming down) and finally Hollywood gave us some decent comic book movies - now that the hidden monopoly we don’t name owns the publishers. Modern myths and classic myths now merge - and Batman and Dune are used by ATW to promoted the Shia Imam Mahdi hoax. Estrogen horse.
@kimvin9
@kimvin9 Месяц назад
Hi. Im watching your China gold backed currency announcement warning video due to the executive order that Biden signed. I was wondering is there a trustworthy broker to sign up under to catch the bearish sell off of a weak US dollar? In searching for a trustworthy broker, based on my first hand disappointing experiences, youtube and trustpilot reviews, it's quite obvious that a lot of brokers do not want to pay out or allow huge withdrawals after your trade goes into profit as planned. I've seen and heard ways brokers manipulate the market trading to help cause traders to lose, in order to profit themselves and to also pay the traders who win. Do you know of a trustworthy trading broker that accepts US citizens that you would suggest to use as a trading platform? Thanks so much for your keen insight. Best wishes always.............
@myhalowithin
@myhalowithin Месяц назад
Thank you for speaking on this subject. The "pump and dump" is something I became too familiar with in certain OTC stocks. Blantant thievery. There is one I'm not easily going to forget about. Like you said, "Accordingly". Have an exceptional day, Dylan!
@SpockMonroe
@SpockMonroe Месяц назад
Uhh...the Chips act of Biden? Did we not forget that huge boon to making chips here in America? This whole topic is frightening. When does it become -- Skynet -- aware?
@georgeperillo6421
@georgeperillo6421 Месяц назад
4th and 5th generation fighter planes are limited by the amount of "G's" the pilot can handle before passing out. AI controlled fighters will push the airframes to their limits and will revolutionize air combat forever.
@behindthemarkets
@behindthemarkets Месяц назад
absolutely. He's scary to imagine where that takes us.
@judis3850
@judis3850 2 месяца назад
I was in the business for over 20 years. I started in 1993. I went through many bear markets, big market dips, and what I always did was buy then. I always saw them as stocks going on sale. This one's a little different. It's so choppy I don't know what to make of it. And I'm hesitant to buy anything during this dip. I'm not panicking and selling anything, I've been down this road too many times so I know better. But I do wish I could feel more comfortable so I could do some buying. As it is, this market has me stymied. And I've never felt that before. Lol I guess there's a first time for everything!
@behindthemarkets
@behindthemarkets 2 месяца назад
Yeah, this market is a bit twitchy. The FED is fighting against lots of fiscal spending. Add to that the election, and it does feel strange. Reminds me of the "Goldilocks" debate in 2005 and in 2015-2016. But the biotech sector has sold off, which makes firms like IOVA look very compelling to me.
@judis3850
@judis3850 2 месяца назад
It's not like Nvidia doesn't know what's happening with Taiwan. So wouldn't it make sense that they have something in the works to move their business from Taiwan Semiconductors to someplace less risky? The one thing that stands out about Nvidia above most other computer related companies is that they always seem to be one step ahead. I can't believe they wouldn't be one step ahead now. They may not be advertising it, but I would bet they're looking to move their business. Is there any way for you to find out?
@PabloM31
@PabloM31 2 месяца назад
TSMC is 53% of the semiconductor market, and about 90% of the AI chip market -- so there aren't really any great alternatives. Nvidia and other tech firms are contracting with other manufacturing firms, but almost all of them are in Taiwan too. And new facilities in the US are anywhere from 2-5 years from going into production.
@behindthemarkets
@behindthemarkets 2 месяца назад
Absolutely, it makes sense. That's why we're trying to get semiconductors made in the U.S. In the past 3 months, the Federal government has given contracts worth billions to companies like Intel and Samsung, just to reduce our dependence on Taiwan.
@normairvine6555
@normairvine6555 2 месяца назад
Oh wow, I own Nvidia AND Taiwan Semiconductor! I had been worrying about Taiwan Semiconductor and other Semiconductors I own.. Thanks!
@behindthemarkets
@behindthemarkets 2 месяца назад
Yeah, it's crazy. It's like nobody is talking about this, oddly enough. Boy will they be shocked if/when China makes their move.
@myhalowithin
@myhalowithin 2 месяца назад
Big person 'thunder-ware' advice! Love it! 😁 and, timely. Blessings to you and yours, Dylan. 💫
@behindthemarkets
@behindthemarkets 2 месяца назад
Thank you so much ❤
@haroldwarner4337
@haroldwarner4337 2 месяца назад
Dylan, great material. You would not be just dealing a terrorist group (Hamas) but now conflict with nation states, and most importantly, their allies. Interpreted: it would be a WORLD war.
@behindthemarkets
@behindthemarkets 2 месяца назад
You and I are of one mind, my friend!
@tokotong2455
@tokotong2455 2 месяца назад
In other words you are not manyfacturing anything though
@cathyslisz2782
@cathyslisz2782 3 месяца назад
I saw this same thing on another resource company.
@mykele80
@mykele80 3 месяца назад
I don't think is a monopoly, but it is a closed circuit, that's why I've never wanted to be dependent from it and always use Android instead.
@davidsilvestri8017
@davidsilvestri8017 3 месяца назад
I am a droid. So I have no dog in this fight. My wife and son are Apple all the way. My daughter is a droid. I think its Apple's ecosystem. You want to play in their ecosystem, you gotta pay. I guess I am old and just use my CC for payments and have my universe in Google with my Pixel. I think unlike Standard oil, were JDR "sweated" the competition into selling their business to Standard oil, Apple just has the preferred "mouse trap." People are just jealous of their success. Haters gonna hate...
@user-sy2px2uy3j
@user-sy2px2uy3j 3 месяца назад
No question...Apple has a monopoly...even worse than DJT...and they have enough $ to fight the DOJ...let the games begin!
@normairvine6555
@normairvine6555 3 месяца назад
I don't believe Apple has a monopoly on smartphones because there are other smartphone brands. However, I have always used iPhones. They are a part of my life. I agree the suit may stifle innovation. One thing I have admired about Apple is the fact that they make sure everything is perfect before they present it for our use. I used an Apple watch for a few years, but not now. I have an iPad, but mostly use a Dell computer with a big screen. That is because it is easier to see when i am working fast trading stocks. Age is probably a bigger factor. LOL!
@snmrcook
@snmrcook 3 месяца назад
I am not an Apple user and I dislike iphones - my husband has one and since I am the family techie I have learned how to use it which makes me dislike them even more... However I like their stock... The monopoly they have is over both their customers and their vendors. You do things the "Apple way" - you have no choice and most iphone users don't even realize how inferior their phones are to Androids. Do I think they are operating in a monopolistic (is that even a word?) manner, not really, no one is requiring you to use Apple products, there are plenty of other phone options. If enough App designers refused to comply with Apple's terms, maybe Apple customers would get mad at Apple for not giving them access to apps they want??? However, I wonder if Microsoft and Meta are paying the same fees as other apps makers??? If this anti-trust suit exposes that the "big tech" companies favor each other and screw the little guy, that would be interesting ...hmmm we will see...
@judis3850
@judis3850 3 месяца назад
Personally, I hate Apple. But that doesn't change the fact that I own their stock. As far as them being a monopoly, they are simply a monopoly when it comes to their product. This is, in my mind, normal everyday big business. Of course they're going to insinuate themselves in everything that their iPhones can do. And they are also going to make it so that users stay with them. To me that makes perfect Machiavellian sense. I personally don't have an iPhone and never will. But my late husband, my son, and my grandsons have iPhones and swear by them. Samsung, which I have, has Samsung Pay. Granted they don't force you to use Samsung Pay, I could use Google Pay or any of a number of other services. Just because they haven't forced their way into making sure you only use their service, doesn't mean that they don't charge for their service just as any other company would do. The only real difference is the other phones make it easy to change manufacturers. If I wanted to switch from my Samsung to a Google Pixel, it would be an easy process. So in the world of Android and it's like, I guess there is no monopoly. No one company rules the world with that. But part of me wonders, does that make them smart because they make it easier for users? Or does that bring into question their intelligence when it comes to making money? I guess bottom line is, Apple is not the only game in town. If you choose Apple, then you are choosing everything about Apple. You are basically choosing Apple over Android or Google. If you choose to use a Mac, then you are choosing Apple over Microsoft. They tried to call Microsoft a monopoly, and I suppose if you want to look at it that they rule the operating system world for PCs, well yeah. They've created the best (or what was the best) OS for a PC. But there are many out there who prefer a Mac. So has Apple created a monopoly over their operating system? Well yes. It's their operating system. I guess my point is, if Apple was the only, and I mean the only phone out there, then yes, they would be a monopoly. But they aren't the only game in town. And if you don't like how they do business then use a different phone. But then again, what do I know? I am certainly no wizard when it comes to the art of a monopoly. 😏
@JoeDambrosio-vs8ks
@JoeDambrosio-vs8ks 3 месяца назад
Ok 11:57 am 3/23 I don't use apple products but I never liked the fact that I could not use any of there products on my Android. Fortunately I get by just fine without them. But apple was always a lone wolf. The big question is why is the government suddenly targeting them now. When the phone company was broken up you could see why. In my opinion I don't see that with apple.
@stanleybutts1621
@stanleybutts1621 3 месяца назад
I guess one can use a credit card that is not on Apple. Apple needs some control. It should not be set up so that one cannot download the information to another brand of phone.
@JoeDambrosio-vs8ks
@JoeDambrosio-vs8ks 3 месяца назад
No I don't believe apple is a monopoly. However I do believe the phone company was
@haroldwarner4337
@haroldwarner4337 3 месяца назад
I think there are monopolistic advantages that AAPL has, and that is built into its business model. However, where I am pondering and puzzling is why, after a long period of inactivity and in an election year, has the DOJ chosen to target AAPL. Outside of the U.S. Apple does not enjoy the same kind of exclusivity, so why go after them. This may be the cynic in me, but there is a reason we may not be seeing here. Why not take on GOOG for its near monopoly in Search. What the DOJ is alleging as a monopoly Warren Buffett talk’s about a business’s moat. It leaves me 🤔
@wthomas46
@wthomas46 3 месяца назад
What isn't mentioned is the emerging Brics alliance, which has the potential to be a much larger market than Europe, that will eventually freeze out the U.S.
@behindthemarkets
@behindthemarkets 3 месяца назад
That's also a good point, and something that I cover in other videos. I wanted to keep this one focused on this one topic. But thanks for the reminder - I'll talk about that in my next video.
@TheOcular
@TheOcular 3 месяца назад
Also,you are firing up under the myth that Russia will attack other countries,once Ukraine is defeated, like the Baltics or Finland,right across their border.Excuse me, but they are all NATO countries. Putin may be a brutal dictator fighting for a bigger Russian empire again, but he is not stupid enough to do that. I am not saying we should stop defending NATO,but in their own interest, they have to contribute their fare share.The Ukraine war is complicated, as many Ukrainians,especially in the eastern Donbas parts, identifies as Russians.On top comes the fact that Ukraine is one of the most corrupt countries in the world.I believe this war could have ended very soon if Trump had been re-elected,as he would have negotiated peace talks, with both parties compromising.That would have save thousands of lives and billions of $.
@TheOcular
@TheOcular 3 месяца назад
You are forgetting a very important aspect of the NATO alliance agreement; The obligation of EVERY member state to provide a minimum of 2% of their GDP. Many states are far away from contributing their share.In fact, the US have carried 2/3 of the NATO budget for years.Is that fair? Europe have to defend their own borders, it is not the responsibility of the US.We have to spend a lot more to defend our own.And the myth that China will take over the interests of NATO I consider contradiction and myth.They are not our friends, but a foe.China has for years been in a "secret" war with the west.Not with missiles and rockets, but with their use of the internet and infuence of the young and voting at elections, bribes to the US establishment and policymakers, transfer of biological weapons, shipments of lethal drugs, intelligence activities and financial acrobatics. Still, the US can not and should not be the worlds police.
@behindthemarkets
@behindthemarkets 3 месяца назад
Excellent point! I couldn't agree more: everyone has to pay their fair share! It's absurd for us to bear that burden alone! I also agree that we can't be the world's policeman. We have to define our critical interests CLEARLY - and leave everything else alone!
@normairvine6555
@normairvine6555 3 месяца назад
@@behindthemarkets AMEN!
@judis3850
@judis3850 3 месяца назад
As always, very insightful. It's something none of us ever thinks of, including me. Thanks for reminding me!
@behindthemarkets
@behindthemarkets 3 месяца назад
Thank you.
@jovanoctavianus108
@jovanoctavianus108 3 месяца назад
I suggest your channel to indonesian news reporter @tribunnews for having good understanding about A.i.
@behindthemarkets
@behindthemarkets 3 месяца назад
Thank you so much, Jovan! (PS- I love the name!)
@jovanoctavianus108
@jovanoctavianus108 3 месяца назад
@@behindthemarkets you too. did you ever scared explain something imaginary without limitation in query?
@jovanoctavianus108
@jovanoctavianus108 3 месяца назад
I saw your ads about year ago.
@subhashnagpal1074
@subhashnagpal1074 4 месяца назад
I have the membership in Behind the Markets and member of Biotech BUT I haven't received Biotech Buying sugessions please
@behindthemarkets
@behindthemarkets 3 месяца назад
If you visit our website behindthemarkets.com and contact customer service, we'd be more than happy to show you around your account and answer any other questions you might have about your membership.
@normairvine6555
@normairvine6555 4 месяца назад
Thank goodness for your "Blunt Force Logic!"
@user-lg1ll6jl1h
@user-lg1ll6jl1h 5 месяцев назад
If this shitty company was any good they wouldn't have to steal email addresses and spam people across the world begging them to sign up for their shitty newsletters. Samantha Tino should be sacked for being a lazy pos not able to legitimately market your services.
@user-lg1ll6jl1h
@user-lg1ll6jl1h 5 месяцев назад
If this shitty company was any good they wouldn't have to steal email addresses and spam people across the world begging them to sign up for their shitty newsletters. Samantha Tino should be sacked for being a lazy pos not able to legitimately market your services.
@user-lg1ll6jl1h
@user-lg1ll6jl1h 5 месяцев назад
If this shitty company was any good they wouldn't have to steal email addresses and spam people across the world begging them to sign up for their shitty newsletters. Samantha Tino should be sacked for being a lazy pos not able to legitimately market your services.
@user-lg1ll6jl1h
@user-lg1ll6jl1h 5 месяцев назад
If this shitty company was any good they wouldn't have to steal email addresses and spam people across the world begging them to sign up for their shitty newsletters. Samantha Tino should be sacked for being a lazy pos not able to legitimately market your services.
@user-lg1ll6jl1h
@user-lg1ll6jl1h 5 месяцев назад
If this shitty company was any good they wouldn't have to steal email addresses and spam people across the world begging them to sign up for their shitty newsletters. Samantha Tino should be sacked for being a lazy pos not able to legitimately market your services.
@user-lg1ll6jl1h
@user-lg1ll6jl1h 5 месяцев назад
If this shitty company was any good they wouldn't have to steal email addresses and spam people across the world begging them to sign up for their shitty newsletters. Samantha Tino should be sacked for being a lazy pos not able to legitimately market your services.
@3Psalman
@3Psalman 5 месяцев назад
I just watched your video on 4 military stocks you predict possible 3,500 returns. I lost the feed when i was looking at subscribing for your info at $49. Is that a one time fee? Gabriel
@behindthemarkets
@behindthemarkets 4 месяца назад
Thank you for watching the video! I appreciate your interest in subscribing to Behind the Markets. Let me clarify, the $49 is an annual fee for access to all the information and updates (this comes to a little over $4 dollars a month). There is also a lifetime option if that's something you'd be more interested in. Here is a link to the video you are looking for - www.behindthemarkets-btm.com/9STNLS/48M9K3/
@cindybrindley8165
@cindybrindley8165 5 месяцев назад
Hey Dylan, I think you were on the right track for Jet Blu to take over Spirit . You are one stand up man!! I will follow your advice above anyone else. You will get um next time !!
@behindthemarkets
@behindthemarkets 5 месяцев назад
Dear Cindy, thank you so much for the kind words. It means so much to me. I'm just grateful for the opportunity to share my passion for investing with you. -Dylan
@evelynm2530
@evelynm2530 5 месяцев назад
Buy the rumour...sell the news...typically happens with stocks