Powell's Resignation Intention Could Push June Contract to $1
No idea why the June contract is still trading around 60 cents. Powell only has to announce his “intention” to resign as a Fed Governor and, according to the rules, as long as the proposed date to resign is within a year, then the contract resolves to YES ($1)
Key Market Drivers Ahead of Banks' Earnings Season
"Hello Friends": A special @TheMasters edition of the "Friday Night Dirty" from our "What Are We Doing" Substack. @Seawolfcap @VD718 and myself focus on what is driving markets and what to watch for next week as the Banks kickoff earnings...
Kalshi Secures Global Partnerships Across Retail, Institutional, and Sports
This is in addition to @CNN @CNBC & several trading integrations/partnerships in both Retail: $HOOD $COIN & Institutional: $FIS $TW & Int'l: $XP (Brazil) as well as the @NHL and various athletes. The word "Kalshi" means "Everything" and I guess...
Podcast Deep Dive: Market Outlook on Gold, Rates, Tech
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...
Early Masters Pairs Trade: Short Scheffler, Long Schauffele
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",...
Iran War's Market Ripple: Key Signposts From Luke Gromen
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....
Bank Pull‑backs Expose Private‑credit Risk Like 2008
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...
Iran War's Ripple Effect on Economy and Markets
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...
Oil Surge Drives Markets; Ex‑Dolphin Shares TSLA Insight
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...
AI, Private Credit, and Gold Shape US Economy
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...
AI, Private Credit, and US Debt Drive Market Volatility
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...
Vipin Arora Heads BEA, Reporting GDP and P
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...
Danny Moses Show Returns: Economy, AI, Markets Forecast
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...