Great job Danny!!
Note published today on our @Substack comparing the movie “Field of Dreams” to the current A.I. environment.
@VD718 @Seawolfcap
whatarewedoingonthedesk.substack.com/p/padilla-goes…
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Vincent Daniel retweeted
This week, I hosted my annual Daily Dirtnap conference in Nashville. About 140 people were in attendance, with some of the brightest minds in finance as presenters. And a party at Nashville's greatest underground club!
Everything about it was perfect. And thanks to all those ails so I could focus on the content. We'll be doing it again next year.
Thanks to speakers: @TgMacro, @EricBalchunas, @barryknapp, @VD718, @Seawolfcap, @JanvanEck3, @CultishCreative, @MebFaber, @cafreiman, @pboockvar, Mark Lapolla, John Burns, and Marcin Zdunek.
If you want to come to the best financial conference on earth, you must be a subscriber to The Daily Dirtnap. DM me for details (and a discount).
Everything about it was perfect. And thanks to all those ails so I could focus on the content. We'll be doing it again next year.
Thanks to speakers: @TgMacro, @EricBalchunas, @barryknapp, @VD718, @Seawolfcap, @JanvanEck3, @CultishCreative, @MebFaber, @cafreiman, @pboockvar, Mark Lapolla, John Burns, and Marcin Zdunek.
If you want to come to the best financial conference on earth, you must be a subscriber to The Daily Dirtnap. DM me for details (and a discount).
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Vincent Daniel retweeted
Jeff returns to @OnTheTapePod to share his & @RenMacLLC thoughts on the markets. Wide-ranging discussion including his top picks: $XLE $XLV & what to avoid: $DRAM. We discuss his recent podcast w/ @arakharazian on AI spending trends. We hit #Treasury #Debt & more
@ClearStreetLLC
@ClearStreetLLC
New pod out now! @dmoses34 sits down with Jeff deGraaf, CEO & Chief Market Strategist of @RenMacLLC
💾 Only 2 Chip Stocks Pass the Test
🧪 Healthcare Is Tech’s Natural Hedge
💸 Bessent’s Peashooter, Not a Bazooka
🍂 Seasonality Is Bullish, "Just 10th on the List"
YouTube: httple: apple.co/4hLY10z
Spotify: tinyurl.com/3jn5kb3a
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Vincent Daniel retweeted
We are excited to partner with @ClearStreetLLC and are looking forward to collaborating on content and engaging with their clients. Myself, @Seawolfcap & @VD718 have enjoyed building our @Substack and growing the @OnTheTapePod and @ClearStreetLLC is a perfect complement to that.
New partnership: Seawolf Capital's Danny Moses (@dmoses34), Vincent Daniel (@VD718), and Porter Collins (@Seawolfcap) are teaming up with Clear Street. Expect original market commentary, live calls, and new programming alongside On The Tape, The Friday Night Dirty, and more.
Learn more here: clearstreet.com
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You forgot to mention our Jets bet Danny- nice pick on Ben Shelton
On this week's "Friday Night Dirty" @Seawolfcap @VD718 & myself discuss the recent actions/words that Bessent is using to try & instill confidence in our Treasury markets. Preview of the #FED & more.
The Donkeys Are Counting Cards & Taking On “The House” whatarewedoingonthedesk.substack.com/p/the-donkeys-…
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Well done!!
Thanks for hosting @LynAldenContact and me, @BTCsessions!
US Interest + Interest-like obligations (Entitlements + VA) being 105% of Federal receipts, growing ~2x receipts, in a good economy, means we are indeed "out of time" - a decision must be made, soon.
Full link below.
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Vincent Daniel retweeted
Somehow on this week’s “Friday Night Dirty” we were able to incorporate Dolly Parton, Braveheart, The Untouchables, Ocean’s Eleven & The Harlem Globetrotters all in one episode: $NVDA $GLNG $SCHW #FED #TREASURY @Seawolfcap @VD718
substack.com/@whatarewedoin…
substack.com/@whatarewedoin…
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Kind of like our Jets bet against Danny- as @Seawolfcap said, not many financial podcasts leading with the Wizard of Oz!
The theme for this week's "Dirty" is "Follow The Yellow Brick Road" ($GLD) as Bessent (The Wizard) & Warsh (The Lion) play their roles. @VD718 examines $CVNA economics & @Seawolfcap discusses $ARGT $GLNG $VIST $YPF $EPD $MPLX $ET & we make a @nyjets bet.
whatarewedoingonthedesk.substack.com/p/following-th…
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Great podcast- I like their style
OUT NOW - these brothers generated returns double the S&P 500, here are the stocks they own now in robotics, SpaceX suppliers, optics/networking, and a data center turbine play no one's looking at. A few things @pernasresearch thinks:
-open AI weights are bullish*, actually
-Upust survive, in AI era (literally opposite of what market's pricing in rn)
-They like Tenable $TENB (cybersecurity): growth is about to accelerate and trades cheap to $PANW $CRWD etc
-Meta's a bad long now (they owned from ~$90 to ~$700 btw) $META
-Stablecoins aren't really "a thing": they prefer Wise and Remitly as crossborder money movement fintechs $RELY $WSE $WISE.L
Apple
podcasts.apple.com/us/podcast/mis…
Spotify
open.spotify.com/episode/5865gt…
YouTube
youtube.com/watch?v=cUO79k…
Pernas Research (20% discount):
pernasresearch.com/register/monet…
Notes:
"returns double since S&P 500" audited track record since 2017 of 32.19% gross pa vs SPX of 15.47%
20% discount is for quarterly subscription, discount lasts for one year
*Dean & Deiya Pernas think open AI weights are bullish for AI infra (data centers, semis, hyperscalers, power, etc), not great for the actual LLM companies though
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Yeah- that was the Jack Daniel talking that night- also might copy your kettle bell routing during Fed pressers- thanks for coming on Luke!
Fun post-Warsh presser conversation with my friends Danny (@dmoses34), Vinny (@VD718), & Porter (@Seawolfcap) last night👇
My ribs are still a little sore from laughing at Vinny's innovative solution to the US' fiscal problem (draft >65-year-olds & storm Canada😂!) Thx guys!
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whatarewedoingonthedesk.substack.com/p/the-defense-…
Any chance you get to use Mona Lisa Vito to explain a part of your process, you take it!
Any chance you get to use Mona Lisa Vito to explain a part of your process, you take it!
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Thanks Danny- fun re-watching the Dark Knight, particular the first scene-
Note published today on our Substack...this might be @VD718's best paragraph ever when describing the investment activity coming out of D.C.:
"This hyper-transactional approach mirrors the fictional governing dynamics of Bruce Wayne’s hometown. In Gotham, public policy is rarely an ideological pursuit; rather, it is a series of monetization events negotiated in backrooms where the city’s elite leverage the law for personal or factional gain. The oligarchs of Gotham view (often self-created) civic volatility and instability not as a crisis to be solved, but as a spread to be traded."
whatarewedoingonthedesk.substack.com/p/whatever-doe…
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Thanks for the multiple shout outs on your recent podcast @KYRRadio- Full Stop boys!!
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Fun doing it in a car rental staring out at the Pacific Ocean- love driving down Highway 1
Early drop of the "Friday Night Dirty" from our "What Are We Doing?" Substack. @VD718 dials in from Cali after a visit to $GLASF & shares his thoughts. @Seawolfcap says it's time to nibble on #energy ($TDW) & we opine on Warsh's first #FED meeting as Chair
whatarewedoingonthedesk.substack.com/p/california-d…
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Vincent Daniel retweeted
With the US momentum index up 37% YTD we thought we would write a somewhat contrarian article today. It happens to everybody. What do you do with a stock when it breaks the 200dma and becomes a "chartists" nightmare. A bit of anger in the article too... @VD718 @dmoses34
whatarewedoingonthedesk.substack.com/p/i-aint-breat…
whatarewedoingonthedesk.substack.com/p/i-aint-breat…
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I think Danny is on to something with potential uses of predictive markers for institutional investors-
We wrote a note on Substack: "How I Use Kalshi" (for both information & trading). Infrastructure is being put in place to allow Institutional Investors to begin trading event contracts & we run through a few trading scenarios.
@Kalshi @Seawolfcap @VD718
whatarewedoingonthedesk.substack.com/p/how-i-use-ka…
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Huge thanks to @dmoses34, Melissa and the Fast Money crew for the monster shout out! Agree @GuyAdami, my Mets need help
Final Trades!
Here's what @grassosteve @dmoses34 Dan Nathan and @GuyAdami are trading.
$BA $JETS $PLTR $CLF
cnbc.com/video/2026/05/…
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Great movie- didn't know it can be a lesson in supply chain economics
We have a free Substack follow up on $GLASF today. The stock is up 50% from our November report. Positive and negative feedback welcome.
whatarewedoingonthedesk.substack.com
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