Danny Moses @dmoses34
Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice podcasts.apple.com/us/podcast/on-… United States Joined November 2015-
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While I am a big believer in single stock investing (micro) & taking advantage of big swings (up&down) in the markets, you need to be paying attention to the macro here w/ $JPY (diving) & #FED #treasury next week; we are all rats in Global Central Banks decades long experiments
Heading into $TSLA earnings (very low expectations) it's good to be aware of what "non-fundamental" games they could play; looking at the 10-K (page 82) they could cxl 304MM shares & almost $1bn in SG&A expense related to Musk's comp package @mrktcall sec.gov/Archives/edgar…
Happy @TheMasters weekend! Lots of Macro/Micro info to digest & while you might not care to track #GOLD & $JPY you should at least try to understand the reasons/implications behind the moves; feels like the pieces of the macro puzzle are starting to fall into place @UrbanKaoboy
Happy @TheMasters weekend! Lots of Macro/Micro info to digest & while you might not care to track #GOLD & $JPY you should at least try to understand the reasons/implications behind the moves; feels like the pieces of the macro puzzle are starting to fall into place @UrbanKaoboy
Something for everybody in this week's "WAWD"; @Seawolfcap @VD718 have been sifting through the $KRE & #SPACs finding names to own $TFC, $GLASF $GENI; the #FED "switched the samples" Richard Kimball style, ignoring the strong labor mkt;#USDebt will matter at some point $GLD #BTC
Great convo w/@Seawolfcap & @VD718..of course we mention some of the greatest hits $TSLA $PBR $PHYS $BTC & get their current thoughts on the Banks $XLF (specifically $NYCB $JPM) as well as the (mostly ignored) US Debt & how Fiscal policy is messing with the current economic cycle
Great convo w/@Seawolfcap & @VD718..of course we mention some of the greatest hits $TSLA $PBR $PHYS $BTC & get their current thoughts on the Banks $XLF (specifically $NYCB $JPM) as well as the (mostly ignored) US Debt & how Fiscal policy is messing with the current economic cycle
signs of 1999-2000: 2/15/24 Bank of America initiates coverage of $SMCI with "Buy" rating & $1,040 price target; One week later $SMCI prices $1.5Bln convert (reference price $975); $BAC is lender/agent to $SMCI & my guess is they are also the bank providing the hedges on the deal
signs of 1999-2000: 2/15/24 Bank of America initiates coverage of $SMCI with "Buy" rating & $1,040 price target; One week later $SMCI prices $1.5Bln convert (reference price $975); $BAC is lender/agent to $SMCI & my guess is they are also the bank providing the hedges on the deal
New OTT is out now! Mike Wilson of Morgan Stanley joins @GuyAdami, @dmoses34 & @RiskReversal to discuss $NVDA earnings as a macro event, relative strength & rotations in the stock market Listen now: podcasts.apple.com/us/podcast/on-… Sponsors @CMEGroup @iconnections_io
Always a great conversation with the incomparable @bethanymac12 who says "beware of what you can't see coming" and she has the books to prove it...we touch on many topics including $MSFT $TSLA @FannieMae @FreddieMac and the lost art of being a contrarian
Always a great conversation with the incomparable @bethanymac12 who says "beware of what you can't see coming" and she has the books to prove it...we touch on many topics including $MSFT $TSLA @FannieMae @FreddieMac and the lost art of being a contrarian
$DKNG $FLUT $GENI continue their rally @SuperBowl...in the "dividend Super Bowl" which appears to be the newest catalyst separating winners/losers: $META/ $NYCB..look no further than $WMT(+) (will increase div again on 2/20) vs $BXMT(-)(which reports 2/14 w/massive CRE exposure)
$DKNG $FLUT $GENI continue their rally @SuperBowl...in the "dividend Super Bowl" which appears to be the newest catalyst separating winners/losers: $META/ $NYCB..look no further than $WMT(+) (will increase div again on 2/20) vs $BXMT(-)(which reports 2/14 w/massive CRE exposure)
Was great to get the band back together...I'm very jealous of how relaxed and calm @EismanSteven is these days; We (@Seawolfcap @VD718) did our best to ruffle him but to no avail!!!
Was great to get the band back together...I'm very jealous of how relaxed and calm @EismanSteven is these days; We (@Seawolfcap @VD718) did our best to ruffle him but to no avail!!!
Great article from @dannyfunt exposing @HardRockBet & it appears I am not alone in being mistreated. I hope NJ holds firm protecting the consumer. @WagerWire has had my back since this all began & current odds for my 500-1 bet are now 15-1 @mattprimeaux washingtonpost.com/sports/2024/01…
There is nobody better than Ivy to explain what's happening in the housing market (secular vs. cyclical); We discuss all things housing related (Home Prices/Inventory/Mortgage Rates/Valuations) and some stocks Ivy is currently focused on: $LEN $BLDR $FBIN $RKT $INVH $Z $COMP
There is nobody better than Ivy to explain what's happening in the housing market (secular vs. cyclical); We discuss all things housing related (Home Prices/Inventory/Mortgage Rates/Valuations) and some stocks Ivy is currently focused on: $LEN $BLDR $FBIN $RKT $INVH $Z $COMP
I doubt that Peacock will “void” somebody’s subscription during the game like you “void” bets. You still haven’t responded to my question about why my bet (Balt vs Detroit SB) was voided and the same bet placed in NJ wasn’t @WagerWire @HardRockBetHelp
I doubt that Peacock will “void” somebody’s subscription during the game like you “void” bets. You still haven’t responded to my question about why my bet (Balt vs Detroit SB) was voided and the same bet placed in NJ wasn’t @WagerWire @HardRockBetHelp
Always great to have another "Dan" join @OnTheTapePod especially when it's @DanGreenhaus (he stumped @GuyAdami on something from the 70's);we run the gamut on the markets covering macro/micro topics & somehow $TSLA found it's way into the convo;we discuss recent events @CalSTRS
Always great to have another "Dan" join @OnTheTapePod especially when it's @DanGreenhaus (he stumped @GuyAdami on something from the 70's);we run the gamut on the markets covering macro/micro topics & somehow $TSLA found it's way into the convo;we discuss recent events @CalSTRS
While I'm not predicting that the outcome of #SBLVIII will be the Ravens beating the Lions, it's certainly possible; thanks @HardRockBet for providing 500-1 odds on this outcome! #RavensFlock over #OnePride.. Hey @WagerWire what is my $50 wager worth right now? @OnTheTapePod
In this edition of “What Are We Doing?” @Seawolfcap @VD718 give their thoughts on the markets, the consumer & gov’t debt; they warn retail investors to not get sucked into the “Private Credit” wave and of course we touch on some of the greatest hits: $TSLA $BGC $PHYS $PBR $AER
In this edition of “What Are We Doing?” @Seawolfcap @VD718 give their thoughts on the markets, the consumer & gov’t debt; they warn retail investors to not get sucked into the “Private Credit” wave and of course we touch on some of the greatest hits: $TSLA $BGC $PHYS $PBR $AER
Great way to start the weekend and I happened to be wearing my @AFCRichmond shirt! @TheCoachBeard @TedLasso
It's one thing to talk about the markets each week @OnTheTapePod & give some insights/opinions, it's another to have guests like @CameronDawson & @LukeGromen visit us to provide the actual math & market history lessons that make every investor smarter; get your @Investopedia out
It's one thing to talk about the markets each week @OnTheTapePod & give some insights/opinions, it's another to have guests like @CameronDawson & @LukeGromen visit us to provide the actual math & market history lessons that make every investor smarter; get your @Investopedia out
A little preview of our $TSLA take as we record today's episode of @OnTheTapePod; the late great Dennis Green (NFL Coach) (as a research analyst) to sum up the earnings "they are who we thought they were" (an AUTO co!) ironic that game was vs. the "Bears" youtube.com/watch?v=SWmQbk…
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358K Followers 3K Following Afghan vet. Sorta ran for president. Houser of homeless vets @VCP_HQ, bestselling author, pod host @Majority54, baseball player @KCHustlers. Aspiring super dad.Happy weekend listening! Such a fun conversation with @RiskReversal and @dmoses34 for the @OnTheTapePod ! Mostly because I got to steal @GuyAdami ‘s seat for the recording 😎
🚨New Pod🚨 @RiskReversal & @dmoses34 sit down with @CameronDawson of @NewEdgeWealth for a vibe check on the stock market! They hit earnings, rates, the chip sell-off & the most important chart Cameron is watching 🎧: podcasts.apple.com/us/podcast/on-… Sponsors @CMEGroup @iconnections_io
@OnTheTapePod @RiskReversal @dmoses34 @CameronDawson @NewEdgeWealth @CMEGroup @iconnections_io So, well-articulated, @CameronDawson, as customary. And btw concomitant is a fav word from way back but I rarely hear anyone use it (or aptly). But today, you were The Professor . . . and @dmoses34 and @RiskReversal were both Gilligan!!!🤣
He sleeps! Heading back to work tomorrow with a cup full of coffee and a full heart. So thankful for this special family time. Excited to see my @GMA family bright and early!
Those in the cheap seats won’t really get it. Mike’s clients, the ones who engage with him and his work…the ones who pay his employer for his analysis and ideas, not the soundbites in the Fin Press have voted him best strategist for years, for many very good reasons.
Mike Wilson, Morgan Stanley’s top US equity strategist, is stepping down from his role as chair of the firm’s Global Investment Committee, according to an internal memo trib.al/PaQvkmL
@SpecialSitsNews Seal Team 6 h/t @dmoses34 as he’s been calling them that for some time
On maternity leave for 2 more weeks. See you soon.
🦗🦗🦗DAY 10: Still no word from @HardRockBet or @HardRockBetHelp about why they voided @dmoses34’s 500:1 Ravens over Lions SB exacta
DEVELOPING SCANDAL: The same fluke 500:1 Ravens over Lions SB exacta that @HardRockBet VOIDED for @dmoses34 is LIVE in the accts of bettors in New Jersey like @scottmarshall65. Here’s Scott’s slip for proof. What is going on @HardRockBetHelp?
U think this scares Cryptopole think again
The most fun with the @OnTheTapePod guys! Thanks Dan, @GuyAdami and @dmoses34 for having me on. It’s a great listen, mostly with a stellar interview from @LukeGromen Apple: podcasts.apple.com/us/podcast/on-… Spotify: open.spotify.com/episode/3qZCXm…
A supersized OTT is in your feeds! First, @CameronDawson joins @GuyAdami, @dmoses34 & Dan to talk about late-cycle behavior, earnings & her year-end outlook Then, @LukeGromen joins to discuss all things macro (yields, gold, oil, & more) Sponsors @CMEGroup @iconnections_io @ro
Great episode guys - Both @CameronDawson and @LukeGromen brought their A games!
A supersized OTT is in your feeds! First, @CameronDawson joins @GuyAdami, @dmoses34 & Dan to talk about late-cycle behavior, earnings & her year-end outlook Then, @LukeGromen joins to discuss all things macro (yields, gold, oil, & more) Sponsors @CMEGroup @iconnections_io @ro
@OnTheTapePod @GuyAdami @dmoses34 @TimmerFidelity @CMEGroup @iconnections_io @ro To be sure, @GuyAdami is the Eddie Haskell of @OnTheTapePod, ingratiating himself to everyone’s mom. I could have guessed this in 1983 when I first met him @Georgetown.
Thanks for having me gents! Was a real pleasure to finally meet face-to-face! @GuyAdami @dmoses34
New episode of OTT is in your feeds! Dan, @GuyAdami & @dmoses34 chat the market's mixed messages, MS $TSLA upgrade, airlines $JETS & $GENI $SRAD +@UrbanKaoboy joins to talk all things macro & what could trigger an oil sell-off Sponsors @CMEGroup @iconnections_io @FactSet @ro
Wishing my friend, the brilliant @dmoses34 , the Happiest of Birthdays!!
What a week @usopengolf. I was born in Los Angeles, spent several years there as a pup, and still claim it as my original hometown. Deeply meaningful to have family & close friends w me for a few days to share my love of the game & my work with them!
The Seawolf guys are in the house! Recording a special "What Are We Doing" episode to drop on Monday! @Seawolfcap @VD718 @dmoses34
@dmoses34 Well, he's now drained two doubles and is knocked out. It's taking all my self-control to resist taking a full series of pics of him snoring on his iphone.
Wishing my dear friend, the great @timseymour , the Happiest of Birthdays!! #hashtagsmooth
Shout out to this fella who ordered a double bourbon before we even left the station this morning.
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