[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DannyDayan5 Danny Dayan Danny Dayan is not mentioned in the provided tweets. However, the tweets appear to be from a financial analyst or economist discussing market trends, inflation, and the Federal Reserve's policy. The most important current event seems to be the discussion around the Federal Reserve's policy error, with some analysts believing that the Fed has lost control of financial conditions and is creating extreme volatility with its too-dovish policy. The analyst also mentions that the market is not pricing in a recession, citing the S&P 500's year-over-year change. ### Engagements: XXXXXX [#](/creator/twitter::1580608068152426502/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +75% - X Months XXXXXXXXX +75% - X Year XXXXXXXXX +125% ### Mentions: XX [#](/creator/twitter::1580608068152426502/posts_active)  - X Week XX -XX% - X Month XXX +1.90% - X Months XXXXX +35% - X Year XXXXX +62% ### Followers: XXXXXX [#](/creator/twitter::1580608068152426502/followers)  - X Week XXXXXX +0.34% - X Month XXXXXX +12% - X Months XXXXXX +32% - X Year XXXXXX +77% ### CreatorRank: XXXXXXX [#](/creator/twitter::1580608068152426502/influencer_rank)  ### Social Influence [#](/creator/twitter::1580608068152426502/influence) --- **Social category influence** [finance](/list/finance) #4730 [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [fed](/topic/fed) #229, [has been](/topic/has-been) 5.05%, [stocks](/topic/stocks) 4.04%, [inflation](/topic/inflation) #160, [tariffs](/topic/tariffs) #1570, [china](/topic/china) 2.02%, [$6753t](/topic/$6753t) 2.02%, [danny](/topic/danny) #261, [ipo](/topic/ipo) 1.01%, [unrealized gains](/topic/unrealized-gains) XXXX% **Top accounts mentioned or mentioned by** [@dampedspring](/creator/undefined) [@chairman747](/creator/undefined) [@qthomp](/creator/undefined) [@mrnome201](/creator/undefined) [@stevehou0](/creator/undefined) [@fejau_inc](/creator/undefined) [@fejauinc](/creator/undefined) [@bowtiedlobster](/creator/undefined) [@safegamble](/creator/undefined) [@gmillermortgage](/creator/undefined) [@gordianknotfinx](/creator/undefined) [@nickgiva1](/creator/undefined) [@toiletkingcap](/creator/undefined) [@poz718](/creator/undefined) [@nicktimiraos](/creator/undefined) [@phfloor](/creator/undefined) [@psibirskiy](/creator/undefined) [@robertsrowe1](/creator/undefined) [@compounds365](/creator/undefined) [@lextweetr](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts [#](/creator/twitter::1580608068152426502/posts) --- Top posts by engagements in the last XX hours "Any day now the Fed will announce something like "We are ready to provide whatever liquidity is needed to stabilize markets" Stocks will fly XX% through year end everyone on this site will celebrate. And the second wave will begin which will be the real catastrophe" [X Link](https://x.com/DannyDayan5/status/1978937242912722960) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-16T21:33Z 26.1K followers, 195.4K engagements "@lord_fed An 800BN IPO Good luck with that" [X Link](https://x.com/DannyDayan5/status/1983242326043476109) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T18:39Z 26.1K followers, 3708 engagements "The fact that markets celebrated a X% CPI report supercore running XXX% and inflation expectations totally unanchored tells you the Fed has completely lost control of financial conditions. If they try to get serious about inflation again the market will not believe them" [X Link](https://x.com/DannyDayan5/status/1982058812333854783) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-25T12:17Z 26.1K followers, 84.3K engagements "@The_Champ_Says He'll be lucky to see X% next year" [X Link](https://x.com/DannyDayan5/status/1983544169001071048) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T14:39Z 26.1K followers, XXX engagements "The guts of the equity market remain the best indicator. Cyclicals vs. defensives bottomed in April like during cyclical or manufacturing recessions. Flows into cyclicals have surged w/none for defensives. The equity market is saying it is a growth upswing" [X Link](https://x.com/DannyDayan5/status/1975970947871146122) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-08T17:06Z 26K followers, 17.9K engagements "@SpreadThread1 Way I see it XXX% tariffs stick that's a major surge in CPI. If risk on persists bonds are too rich to stocks" [X Link](https://x.com/DannyDayan5/status/1977734240247677374) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-13T13:52Z 26K followers, 1137 engagements "If we have a VAR shock there is no way Gold and Silver escape unscathed. That is where market is sitting on the most unrealized gains and where the funky shortages and arbs has been for delivery this week. Just my two cents that those are the markets to watch closest here" [X Link](https://x.com/DannyDayan5/status/1978092083383558202) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-14T13:34Z 26K followers, 25.5K engagements "Nearly every bank reported better consumer spending and lower credit provisions. Show me the credit stress below please. It was a VAR shock" [X Link](https://x.com/DannyDayan5/status/1979528390529941513) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-18T12:42Z 26K followers, 41.2K engagements "@LexTweetr That's exactly what Gold has been sniffing out. Not a coincidence it started going ballistic the day of Jackson Hole" [X Link](https://x.com/DannyDayan5/status/1980631222293295115) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-21T13:44Z 26K followers, XXX engagements "@mrnome201 Dollar has stopped falling since weve hit peak cur pricing. Gold certainly took the baton ever since rate cuts were live at Jackson hole. If you think FCI are not loose thats something lol. Thanks for your thoughts either way" [X Link](https://x.com/DannyDayan5/status/1980737293838098857) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-21T20:45Z 26K followers, XXX engagements "Much to my surprise the Canadian economy seems to be bottoming. The mortgage impulse foreshadowed a sharp rise in housing starts. Full time payrolls grew by 100k. PPI surged to XXX% and core CPI up to 2.8%. Time to buy CAD on crosses. I haven't been long CAD in X years" [X Link](https://x.com/DannyDayan5/status/1980967873481986342) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-22T12:02Z 26K followers, 6525 engagements "Why would bitcoin miners keep mining if it's not profitable Seems it hasn't been for quite some time. @fejau_inc @qthomp" [X Link](https://x.com/DannyDayan5/status/1981389964421075365) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-23T15:59Z 26K followers, 25.3K engagements "@dampedspring Is there a policy mistake rock in the ocean that I can sit on with @ThematicMarkets We'll drink rum until everyone else joins us" [X Link](https://x.com/DannyDayan5/status/1981394608778334328) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-23T16:17Z 26K followers, 3860 engagements "@toiletkingcap Be careful with copper miners they're very rich. Stay long the metal" [X Link](https://x.com/DannyDayan5/status/1982079629763514606) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-25T13:39Z 26K followers, XXX engagements "@GordianKnotFinX @StefanBurnsGeo Ill check it out Avi Loeb at Harvard has been a good source" [X Link](https://x.com/DannyDayan5/status/1982586039664533947) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-26T23:12Z 26K followers, XXX engagements "@LoganMohtashami If housing has turned up it will break this site" [X Link](https://x.com/DannyDayan5/status/1982602659904549106) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-27T00:18Z 26K followers, XXX engagements "@jimbobkos @PauloMacro @MacroEdgeRes I dont see why we would normalize this to money supply. Whats the connection Either market cap or GDP makes sense" [X Link](https://x.com/DannyDayan5/status/1982849717068542449) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-27T16:39Z 26K followers, XXX engagements "@AahanPrometheus Stocks up no matter what" [X Link](https://x.com/DannyDayan5/status/1982908205870260599) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-27T20:32Z 26K followers, 1067 engagements "@Econimica That might be what Gold has been sniffing" [X Link](https://x.com/DannyDayan5/status/1983258042394103961) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T19:42Z 26K followers, XXX engagements "Some fun facts about the metals. 1y and 3y Gold returns only beaten by 1973 1974 1980. 3m rolling return went from X at Jackson Hole to 26%. Good job Fed keep ignoring this Meanwhile Copper's 3m return is near where all bottoms this cycle have materialized" [X Link](https://x.com/DannyDayan5/status/1980243601365070193) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-20T12:04Z 26.1K followers, 26.7K engagements "Policy error in a single chart. Trump takes office. Enacts major structural changes to labor and trade. Unemployment rate is up XXX% in this period. Fed has reacted like it is 2008" [X Link](https://x.com/DannyDayan5/status/1980298713877938428) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-20T15:43Z 26.1K followers, 31.3K engagements "It seems many women are leaving the labor force as their caretakers are often immigrants and many have left the country. XX% of caretakers are immigrants and 450k women have left the labor force this year. Another supply issue that the Fed cannot do anything about w/rates" [X Link](https://x.com/DannyDayan5/status/1981330513131688283) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-23T12:03Z 26.1K followers, 11.9K engagements "I am not an oil expert and had zero insights that sanctions were coming so this was pure luck in buying yesterday. That said I don't see any supply glut like the consensus. Look at 2015 vs now. The oil in transit story was Iranian oil going to China. No glut" [X Link](https://x.com/DannyDayan5/status/1981462867640570137) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-23T20:48Z 26.1K followers, 11.4K engagements "@BowTiedLobster He bought puts in September but lets be real there hasnt been a bear move. We shall see when a real bear market happens" [X Link](https://x.com/DannyDayan5/status/1983299106253484526) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T22:25Z 26.1K followers, XX engagements "@Emeraldinves @BowTiedLobster Wifey alpha is a dude" [X Link](https://x.com/DannyDayan5/status/1983305305896448083) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T22:50Z 26.1K followers, XXX engagements "@Finallythereno1 @ChrisWeston_PS This is AUD" [X Link](https://x.com/DannyDayan5/status/1983346189987918263) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T01:32Z 26.1K followers, XX engagements "@Kapitalizzum I don't know what this rant is about but the spring of 2000 peak and fall is shown in the chart" [X Link](https://x.com/DannyDayan5/status/1983605811797746066) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T18:44Z 26.1K followers, XX engagements "Pretty soft CPI largely driven by Shelter which looked anomalously too low but likely to correct for last month's XXX. Electricity negative seems off. Supercore XXXX does not says labor is slowing. XX% of CPI was imputed up from 32%.shutdown can't be good for that" [X Link](https://x.com/DannyDayan5/status/1981717426896048236) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-24T13:40Z 26.1K followers, 15.7K engagements "State by state NSA jobless claims fell by 24k this week to the lowest in X months. This has been incredibly stable for X years. There is nothing wrong with the labor market. Supply is basically X. This is what full employment looks like" [X Link](https://x.com/DannyDayan5/status/1981726120358674481) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-24T14:15Z 26.1K followers, 9790 engagements "Hurricane warnings for next year are in effect after digging into the CPI report. But that is not today where we have TACO Central Banks cutting like it is 2008 and tech earnings that should blow by expectations. Week Ahead is below" [X Link](https://x.com/DannyDayan5/status/1982487348680998916) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-26T16:39Z 26.1K followers, 6857 engagements "The so called debasement trade has many names. Since gold is dying people are declaring it over. More likely is we see rotations among the assets that dominate it. Dollar went first then gold and now stocks. As long as bonds are in a bubble financial instability persists" [X Link](https://x.com/DannyDayan5/status/1982918358594175019) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-27T21:12Z 26.1K followers, 8963 engagements "Crypto update below. I update both BTC and ETH models to see if they are in signal as well as provide my technical indicators" [X Link](https://x.com/DannyDayan5/status/1983152552045883496) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T12:43Z 26.1K followers, 4133 engagements "Inflation Expectations are a CB's kryptonite. The Fed is ignoring their own research and running right into a tornado. My own research on the topic as well as an update on the state of tariffs is below. Policy mistake compounds tomorrow" [X Link](https://x.com/DannyDayan5/status/1983183346198016309) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T14:45Z 26.1K followers, 7745 engagements "Gun to my head Gold destruction is nearly complete. I expect consolidation for awhile rather than sharp move up though" [X Link](https://x.com/DannyDayan5/status/1983229525795262822) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T17:49Z 26.1K followers, 14.5K engagements "I discovered Fed X months ago and am glad I did. No BS straight to the point. His thesis on the melt up was spot on. I am a fan" [X Link](https://x.com/DannyDayan5/status/1983262498053611832) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T20:00Z 26.1K followers, 73.9K engagements "@data168 Thats a good point. And Q3 earnings were before this melt up and down" [X Link](https://x.com/DannyDayan5/status/1983319646561546731) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-28T23:47Z 26.1K followers, XXX engagements "@ChrisWeston_PS Bye bye rate cuts" [X Link](https://x.com/DannyDayan5/status/1983333775280132289) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T00:43Z 26.1K followers, 1735 engagements "@IFM_Economist Unemployment rate went up from LFPR going up during a month of strong job gains no Seems easy to look through that" [X Link](https://x.com/DannyDayan5/status/1983346513310036445) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T01:33Z 26.1K followers, XXX engagements "@nickgiva1 Easily arb'd too. Whoever has a clean balance sheet can capture that spread" [X Link](https://x.com/DannyDayan5/status/1983517695053025514) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T12:54Z 26.1K followers, 1198 engagements "Here is the dot com parallel since I started telling clients about it last year. As a reminder in 1999 the Fed cared about the financial stability risks around bubbles and hiked to 6.5%. Burns XXX has no care in the world about such things" [X Link](https://x.com/DannyDayan5/status/1983534286956290156) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T14:00Z 26.1K followers, 16.4K engagements "@BijuSDamodaran It does indeed" [X Link](https://x.com/DannyDayan5/status/1983539234079178975) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T14:19Z 26.1K followers, XXX engagements "@chairman747 @dampedspring First very few MBS roll off at these rates. Andy has the better data on it. Second whatever is rolling off has a duration of X (since maturing) and they replace with tbills which have no duration. Non event" [X Link](https://x.com/DannyDayan5/status/1983614985671790939) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T19:20Z 26.1K followers, 1836 engagements "The Force describes the dominant impact of the wealth effect. Why has the market brushed off rate hikes and every bit of bad news Why are FCI as loose as 2021 Why was QT ineffective at tightening FCI All explained below and I made it public" [X Link](https://x.com/DannyDayan5/status/1980610072058163364) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-21T12:20Z 26.1K followers, 98.2K engagements "During the FOMC presser Powell will say they are not on a preset course and they take their inflation mandate seriously. They are now well below my estimate of neutral FCI 2021 levels and expectations unanchored. Verbal hawkishness only works when you have credibility" [X Link](https://x.com/DannyDayan5/status/1982795157029171504) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-27T13:02Z 26.1K followers, 23.6K engagements "@chairman747 @dampedspring Whatever rolls off has a duration of X. They are not selling anything into the open market" [X Link](https://x.com/DannyDayan5/status/1983620090685018267) [@DannyDayan5](/creator/x/DannyDayan5) 2025-10-29T19:40Z 26.1K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DannyDayan5 Danny DayanDanny Dayan is not mentioned in the provided tweets. However, the tweets appear to be from a financial analyst or economist discussing market trends, inflation, and the Federal Reserve's policy. The most important current event seems to be the discussion around the Federal Reserve's policy error, with some analysts believing that the Fed has lost control of financial conditions and is creating extreme volatility with its too-dovish policy. The analyst also mentions that the market is not pricing in a recession, citing the S&P 500's year-over-year change.
Social category influence finance #4730 countries XXXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence fed #229, has been 5.05%, stocks 4.04%, inflation #160, tariffs #1570, china 2.02%, $6753t 2.02%, danny #261, ipo 1.01%, unrealized gains XXXX%
Top accounts mentioned or mentioned by @dampedspring @chairman747 @qthomp @mrnome201 @stevehou0 @fejau_inc @fejauinc @bowtiedlobster @safegamble @gmillermortgage @gordianknotfinx @nickgiva1 @toiletkingcap @poz718 @nicktimiraos @phfloor @psibirskiy @robertsrowe1 @compounds365 @lextweetr
Top assets mentioned Bitcoin (BTC)
Top posts by engagements in the last XX hours
"Any day now the Fed will announce something like "We are ready to provide whatever liquidity is needed to stabilize markets" Stocks will fly XX% through year end everyone on this site will celebrate. And the second wave will begin which will be the real catastrophe"
X Link @DannyDayan5 2025-10-16T21:33Z 26.1K followers, 195.4K engagements
"@lord_fed An 800BN IPO Good luck with that"
X Link @DannyDayan5 2025-10-28T18:39Z 26.1K followers, 3708 engagements
"The fact that markets celebrated a X% CPI report supercore running XXX% and inflation expectations totally unanchored tells you the Fed has completely lost control of financial conditions. If they try to get serious about inflation again the market will not believe them"
X Link @DannyDayan5 2025-10-25T12:17Z 26.1K followers, 84.3K engagements
"@The_Champ_Says He'll be lucky to see X% next year"
X Link @DannyDayan5 2025-10-29T14:39Z 26.1K followers, XXX engagements
"The guts of the equity market remain the best indicator. Cyclicals vs. defensives bottomed in April like during cyclical or manufacturing recessions. Flows into cyclicals have surged w/none for defensives. The equity market is saying it is a growth upswing"
X Link @DannyDayan5 2025-10-08T17:06Z 26K followers, 17.9K engagements
"@SpreadThread1 Way I see it XXX% tariffs stick that's a major surge in CPI. If risk on persists bonds are too rich to stocks"
X Link @DannyDayan5 2025-10-13T13:52Z 26K followers, 1137 engagements
"If we have a VAR shock there is no way Gold and Silver escape unscathed. That is where market is sitting on the most unrealized gains and where the funky shortages and arbs has been for delivery this week. Just my two cents that those are the markets to watch closest here"
X Link @DannyDayan5 2025-10-14T13:34Z 26K followers, 25.5K engagements
"Nearly every bank reported better consumer spending and lower credit provisions. Show me the credit stress below please. It was a VAR shock"
X Link @DannyDayan5 2025-10-18T12:42Z 26K followers, 41.2K engagements
"@LexTweetr That's exactly what Gold has been sniffing out. Not a coincidence it started going ballistic the day of Jackson Hole"
X Link @DannyDayan5 2025-10-21T13:44Z 26K followers, XXX engagements
"@mrnome201 Dollar has stopped falling since weve hit peak cur pricing. Gold certainly took the baton ever since rate cuts were live at Jackson hole. If you think FCI are not loose thats something lol. Thanks for your thoughts either way"
X Link @DannyDayan5 2025-10-21T20:45Z 26K followers, XXX engagements
"Much to my surprise the Canadian economy seems to be bottoming. The mortgage impulse foreshadowed a sharp rise in housing starts. Full time payrolls grew by 100k. PPI surged to XXX% and core CPI up to 2.8%. Time to buy CAD on crosses. I haven't been long CAD in X years"
X Link @DannyDayan5 2025-10-22T12:02Z 26K followers, 6525 engagements
"Why would bitcoin miners keep mining if it's not profitable Seems it hasn't been for quite some time. @fejau_inc @qthomp"
X Link @DannyDayan5 2025-10-23T15:59Z 26K followers, 25.3K engagements
"@dampedspring Is there a policy mistake rock in the ocean that I can sit on with @ThematicMarkets We'll drink rum until everyone else joins us"
X Link @DannyDayan5 2025-10-23T16:17Z 26K followers, 3860 engagements
"@toiletkingcap Be careful with copper miners they're very rich. Stay long the metal"
X Link @DannyDayan5 2025-10-25T13:39Z 26K followers, XXX engagements
"@GordianKnotFinX @StefanBurnsGeo Ill check it out Avi Loeb at Harvard has been a good source"
X Link @DannyDayan5 2025-10-26T23:12Z 26K followers, XXX engagements
"@LoganMohtashami If housing has turned up it will break this site"
X Link @DannyDayan5 2025-10-27T00:18Z 26K followers, XXX engagements
"@jimbobkos @PauloMacro @MacroEdgeRes I dont see why we would normalize this to money supply. Whats the connection Either market cap or GDP makes sense"
X Link @DannyDayan5 2025-10-27T16:39Z 26K followers, XXX engagements
"@AahanPrometheus Stocks up no matter what"
X Link @DannyDayan5 2025-10-27T20:32Z 26K followers, 1067 engagements
"@Econimica That might be what Gold has been sniffing"
X Link @DannyDayan5 2025-10-28T19:42Z 26K followers, XXX engagements
"Some fun facts about the metals. 1y and 3y Gold returns only beaten by 1973 1974 1980. 3m rolling return went from X at Jackson Hole to 26%. Good job Fed keep ignoring this Meanwhile Copper's 3m return is near where all bottoms this cycle have materialized"
X Link @DannyDayan5 2025-10-20T12:04Z 26.1K followers, 26.7K engagements
"Policy error in a single chart. Trump takes office. Enacts major structural changes to labor and trade. Unemployment rate is up XXX% in this period. Fed has reacted like it is 2008"
X Link @DannyDayan5 2025-10-20T15:43Z 26.1K followers, 31.3K engagements
"It seems many women are leaving the labor force as their caretakers are often immigrants and many have left the country. XX% of caretakers are immigrants and 450k women have left the labor force this year. Another supply issue that the Fed cannot do anything about w/rates"
X Link @DannyDayan5 2025-10-23T12:03Z 26.1K followers, 11.9K engagements
"I am not an oil expert and had zero insights that sanctions were coming so this was pure luck in buying yesterday. That said I don't see any supply glut like the consensus. Look at 2015 vs now. The oil in transit story was Iranian oil going to China. No glut"
X Link @DannyDayan5 2025-10-23T20:48Z 26.1K followers, 11.4K engagements
"@BowTiedLobster He bought puts in September but lets be real there hasnt been a bear move. We shall see when a real bear market happens"
X Link @DannyDayan5 2025-10-28T22:25Z 26.1K followers, XX engagements
"@Emeraldinves @BowTiedLobster Wifey alpha is a dude"
X Link @DannyDayan5 2025-10-28T22:50Z 26.1K followers, XXX engagements
"@Finallythereno1 @ChrisWeston_PS This is AUD"
X Link @DannyDayan5 2025-10-29T01:32Z 26.1K followers, XX engagements
"@Kapitalizzum I don't know what this rant is about but the spring of 2000 peak and fall is shown in the chart"
X Link @DannyDayan5 2025-10-29T18:44Z 26.1K followers, XX engagements
"Pretty soft CPI largely driven by Shelter which looked anomalously too low but likely to correct for last month's XXX. Electricity negative seems off. Supercore XXXX does not says labor is slowing. XX% of CPI was imputed up from 32%.shutdown can't be good for that"
X Link @DannyDayan5 2025-10-24T13:40Z 26.1K followers, 15.7K engagements
"State by state NSA jobless claims fell by 24k this week to the lowest in X months. This has been incredibly stable for X years. There is nothing wrong with the labor market. Supply is basically X. This is what full employment looks like"
X Link @DannyDayan5 2025-10-24T14:15Z 26.1K followers, 9790 engagements
"Hurricane warnings for next year are in effect after digging into the CPI report. But that is not today where we have TACO Central Banks cutting like it is 2008 and tech earnings that should blow by expectations. Week Ahead is below"
X Link @DannyDayan5 2025-10-26T16:39Z 26.1K followers, 6857 engagements
"The so called debasement trade has many names. Since gold is dying people are declaring it over. More likely is we see rotations among the assets that dominate it. Dollar went first then gold and now stocks. As long as bonds are in a bubble financial instability persists"
X Link @DannyDayan5 2025-10-27T21:12Z 26.1K followers, 8963 engagements
"Crypto update below. I update both BTC and ETH models to see if they are in signal as well as provide my technical indicators"
X Link @DannyDayan5 2025-10-28T12:43Z 26.1K followers, 4133 engagements
"Inflation Expectations are a CB's kryptonite. The Fed is ignoring their own research and running right into a tornado. My own research on the topic as well as an update on the state of tariffs is below. Policy mistake compounds tomorrow"
X Link @DannyDayan5 2025-10-28T14:45Z 26.1K followers, 7745 engagements
"Gun to my head Gold destruction is nearly complete. I expect consolidation for awhile rather than sharp move up though"
X Link @DannyDayan5 2025-10-28T17:49Z 26.1K followers, 14.5K engagements
"I discovered Fed X months ago and am glad I did. No BS straight to the point. His thesis on the melt up was spot on. I am a fan"
X Link @DannyDayan5 2025-10-28T20:00Z 26.1K followers, 73.9K engagements
"@data168 Thats a good point. And Q3 earnings were before this melt up and down"
X Link @DannyDayan5 2025-10-28T23:47Z 26.1K followers, XXX engagements
"@ChrisWeston_PS Bye bye rate cuts"
X Link @DannyDayan5 2025-10-29T00:43Z 26.1K followers, 1735 engagements
"@IFM_Economist Unemployment rate went up from LFPR going up during a month of strong job gains no Seems easy to look through that"
X Link @DannyDayan5 2025-10-29T01:33Z 26.1K followers, XXX engagements
"@nickgiva1 Easily arb'd too. Whoever has a clean balance sheet can capture that spread"
X Link @DannyDayan5 2025-10-29T12:54Z 26.1K followers, 1198 engagements
"Here is the dot com parallel since I started telling clients about it last year. As a reminder in 1999 the Fed cared about the financial stability risks around bubbles and hiked to 6.5%. Burns XXX has no care in the world about such things"
X Link @DannyDayan5 2025-10-29T14:00Z 26.1K followers, 16.4K engagements
"@BijuSDamodaran It does indeed"
X Link @DannyDayan5 2025-10-29T14:19Z 26.1K followers, XXX engagements
"@chairman747 @dampedspring First very few MBS roll off at these rates. Andy has the better data on it. Second whatever is rolling off has a duration of X (since maturing) and they replace with tbills which have no duration. Non event"
X Link @DannyDayan5 2025-10-29T19:20Z 26.1K followers, 1836 engagements
"The Force describes the dominant impact of the wealth effect. Why has the market brushed off rate hikes and every bit of bad news Why are FCI as loose as 2021 Why was QT ineffective at tightening FCI All explained below and I made it public"
X Link @DannyDayan5 2025-10-21T12:20Z 26.1K followers, 98.2K engagements
"During the FOMC presser Powell will say they are not on a preset course and they take their inflation mandate seriously. They are now well below my estimate of neutral FCI 2021 levels and expectations unanchored. Verbal hawkishness only works when you have credibility"
X Link @DannyDayan5 2025-10-27T13:02Z 26.1K followers, 23.6K engagements
"@chairman747 @dampedspring Whatever rolls off has a duration of X. They are not selling anything into the open market"
X Link @DannyDayan5 2025-10-29T19:40Z 26.1K followers, XXX engagements
/creator/x::DannyDayan5