Publisher
Promos from Behind The Markets, vetted by NewsletterVetter.
Known editors: Various
Vets published: 57
Dylan Jovine's Space Millionaires presentation ties a $14 lunar-network stock to the December 8 SpaceX lockup expiry, and gives away the Procure Space ETF (UFO) free. We vet it.
Dylan Jovine's Superdeal presentation says a $2.5 billion firm is building NASA's ISS replacement, with up to 39X potential. We vet the NASA contract trail and the offer.
How thermal-barrier coatings and superalloys keep jet engines running hotter and longer, and why Howmet's parts sit at the center of the aerospace
Dylan Jovine's Flight Royalty Three names TransDigm, Howmet, HEICO and Mercury Systems. Here is what each aerospace aftermarket leader does and what they
A look at Behind the Markets, Dylan Jovine's $49 newsletter, and the aerospace aftermarket thesis behind 'America's Most Powerful Stock.'
Why airlines flying older planes longer is the quiet tailwind behind commercial-aircraft aftermarket stocks like TransDigm and HEICO.
Howmet, HEICO and Mercury Systems: the defense side of Dylan Jovine's Flight Royalty basket, and what each name actually does for the Pentagon.
Who is Dylan Jovine, and what is his aerospace aftermarket thesis at Behind the Markets? His background and his featured TransDigm pick, explained.
What happened to Esterline Technologies after TransDigm acquired it in 2019, and why the deal is a case study in aerospace aftermarket rollups.
HEICO, the family-run aerospace parts maker Dylan Jovine calls his sneakier play, builds FAA-certified copies of parts and sells them cheaper.
Howmet Aerospace, the first name in Dylan Jovine's Flight Royalty Three, forges the superalloy parts inside the hottest section of jet engines.
How TransDigm, Howmet and HEICO built a near-monopoly on the certified parts that keep the world's jet engines flying.
Mercury Systems builds the classified defense electronics behind America's most advanced aircraft. Here is why it is the speculative name in Jovine's basket.
How TransDigm turned special dividends into a shareholder-return machine, and why its latest one-time payout was $90 a share.
TransDigm's $90 special dividend, explained: how the aerospace rollup funds the payout and what return-of-capital treatment means for taxes.
TransDigm is the 'America's Most Powerful Stock' in Dylan Jovine's latest promo. A look at the business, the leverage, and the 26x valuation.
Behind the Markets and its rearmament pitch: how Dylan Jovine's $49 newsletter makes the case for Elbit Systems and the defense buildout.
David's Sling is the Israeli missile-defense system built by Rafael and Raytheon with Elbit as a key supplier. Here is what it means for the rearmament decade.
How combat-proven defense contractors like Elbit Systems are positioned for the rearmament cycle as NATO rebuilds depleted stockpiles.
Dylan Jovine's rearmament thesis at Behind the Markets, from his early 2024 Elbit call to the record $30 billion order backlog.
Elbit Systems Ltd is the Israeli contractor behind Iron Dome, David's Sling and a record $30 billion order backlog. Here is the full picture.
Elbit Systems stock has more than tripled since Dylan Jovine's first tease. Here is what $783 a share and a 44x multiple mean for new buyers.
The Iron Dome missile-defense system and the companies behind it, including Elbit Systems' role as a key supplier to the program.
Israel's defense sector, led by Elbit Systems, is drawing record orders as Western militaries restock after three years of drawdowns.
Missile-defense stocks and the rearmament decade: why systems like Iron Dome and David's Sling sit at the center of Western procurement.
TransDigm is the free reveal, but Howmet, HEICO, and Mercury Systems round out Dylan Jovine's aerospace aftermarket basket. We check the math on all four.
Elbit Systems is the stock behind Dylan Jovine's rearmament pitch. The $30 billion backlog is real, but at 44 times earnings the easy money may already be made.
We analyze Dylan Jovine's 'The Arsenal' pitch from Behind the Markets. The secret stock is Perpetua Resources (PPTA), a pre-revenue miner backed by an $80M
Dylan Jovine's latest teaser promises 1,000% gains from the 'last energy revolution' starting August 18. The stock is Ormat Technologies (ORA) — a $6.4B
China banned antimony exports to the U.S. One American gold mine holds the only domestic reserve. Here is what investors need to know about antimony mining
China banned antimony exports to America. One U.S. gold mine holds the only domestic reserve. Here is what antimony stocks investors need to know.
Behind the Markets costs $49 per year with a 6-month guarantee. Dylan Jovine publishes gold, tech, and macro research. Here is what subscribers actually get.
Behind the Markets costs $49/year with a 6-month guarantee. Dylan Jovine has a 71% win rate across 8 years. We review the newsletter, the track record,
Gold coins are a store of value, but gold stocks delivered 474% to 10,000% in past revaluations. Dylan Jovine explains why miners outperform bullion.
China bought gold for 20 straight months while dumping U.S. debt. Goldman Sachs estimates the real hoard is 4.8x the official figure.
Central banks dumped U.S. debt for gold. The ECB confirmed gold is now the #1 reserve asset. Here is how de-dollarization is reshaping gold markets.
The dollar lost 41% overnight in 1934 and half its purchasing power in the 1970s. Dylan Jovine's research shows how gold revaluations have historically worked.
Dylan Jovine built his own broker-dealer at 24, called the housing crash in 2006, and recommended Palantir at $7. Here is his full track record and background.
Dylan Jovine built a broker-dealer at 24 and has a 71% win rate across 8 years. His exact net worth is private, but his track record and access tell the story.
Palantir at $7, gold at $1,800, Rocket Lab at $3.80. Dylan Jovine has a 71% win rate across 8 years. Here are his documented stock picks and returns.
The EXIM Bank voted unanimously to approve nearly $3 billion for an American gold mine. It is one of the largest financings in the bank's history. Here is why.
The U.S. values its 261.5 million ounces of gold at $42.22/oz, giving a book value of $11 billion. At market price, it is worth over $1 trillion.
FDR confiscated gold in 1933. Nixon closed the gold window in 1971. Dylan Jovine's research examines whether a third government gold action is coming.
Will the government confiscate gold in 2026? Dylan Jovine's BTM Gold War research suggests revaluation, not confiscation. Here is what the evidence shows.
Gold has more than doubled since 2021. But gold stocks returned up to 10,000% in past revaluations. Here is how to think about gold investment in 2026.
One American gold mine spent 15 years winning permits. The EXIM Bank approved $3 billion. Here is why permitting is the real moat in gold mining.
Gold mining stocks returned 474% to 10,000% in past revaluations. With EXIM Bank financing a U.S. gold mine, here is what investors need to know.
Gold has more than doubled since Dylan Jovine called it at $1,800 in 2021. Central banks are hoarding. Here is what drives the gold price in 2026.
Congress is advancing a gold audit bill for the first time since 1974. The Fed published revaluation research. Here is what the Fort Knox audit means.
Gold was revalued in 1934 and 1971. Dylan Jovine argues the third revaluation has begun. Here is the evidence from federal filings and government actions.
Dylan Jovine's gold stock picks include Kinross Gold (KGC) for free and The Arsenal behind a paywall. Here are the specific companies and the thesis behind
Gold stocks returned 474% in 1934 and 10,000% in the 1970s. Dylan Jovine's research explains why gold stocks outperform bullion in every revaluation.
China is hoarding gold and dumping dollars. Washington is financing gold mines and writing the Department of War into filings. Here is the gold war explained.
John Paulson invested $185 million in one tiny gold stock. He installed his partner as chairman. Here is what his position tells investors about gold.
Dylan Jovine gives away Kinross Gold (KGC) for free. It trades at 12x earnings, has a Wall Street target of $40.24, and operates a mine named Fort Knox.
The dollar lost 41% overnight in 1934 and half its purchasing power in the 1970s. Dylan Jovine's research shows what a dollar collapse actually looks like.
Dylan Jovine's BTM Gold War presentation makes the case for a single American gold stock backed by $3 billion in federal financing.