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Tuesday recap
We were overdue for a "What Are We Doing" @OnTheTapePod episode. @Seawolfcap & @VD718 join me and we discuss our thoughts on the markets, including $GLD $FNMA $XLE $GOOG #RATES #USDEBT #FED & more. We are spending more time over on our @Substack https://t.co/12nETRLtuO
Yes it's a few weeks away but not too early to start handicapping the @TheMasters. Here are a few @Kalshi @KalshiSports event contracts I am looking at and discussed on The Danny Moses Show...think of it as a "pairs trade",...
No better timing than to have @LukeGromen as my guest tonight on The Danny Moses Show @scrippsnews at 7PM ET. We discuss the impact that the war in Iran is having on global markets & what we should be watching....
The part that rhymes with 2006-2008 is that Banks were providing warehouse lines to Mortgage Co.'s who would then originate mortgages & Wall Street would buy them, repackage them (MBS/CDO's) & sell them to the world. When delinquencies spiked, the...
Great to have @Seawolfcap back for this week's "FND" on our WAWD @Substack. We discuss the impact of the war in Iran on the economy & markets & share some thoughts on $CVNA $AXP $APO #GOLD #ENERGY $RVI #privatecredit #AI...
Tonight on "The Danny Moses Show" @scrippsnews I sit down w/@RLKJ44 & we discuss his journey from @CuseFootball to @MiamiDolphins to his 16 hour swim to shore & his views on the markets. I discuss how the move in Oil...
Was great to be on a panel down @iconnections_io in Miami hosted by @GuyAdami w/ @VD718 & Meredith Whitney. We discussed the U.S. consumer & economy & the impact of A.I. on markets. We hit "Private Credit" & "Gold is...
Having @bethanymac12 on the show to discuss the economy, markets & the issues currently causing volatility like the benefits/consequences of A.I. as well as trends in Private Credit is invaluable. We also hit $FNMA $FMCC. Of course my @Kalshi topic...
Another Friday, another “Friday Night Dirty” from @VD718 @Seawolfcap & myself from our “WAWD” Substack. A throwback to “Electric Company”: $CVNA $OWL & you will be hearing the name “Vipin Arora” who heads the BEA which is responsible for reporting...
The Danny Moses Show returns tonight @scrippsnews at 7PM sponsored by @Kalshi. Great to have @pboockvar join me & we talk about the global & U.S. economy, A.I. stocks/bonds, commodities, the consumer, #FED, Private Credit & make some @Kalshi predictions... https://t.co/vQGLUQMHUc...
