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Danny Moses
@dmoses34
Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice
United States
whatarewedoingonthedesk.substack.com
Joined November 2015
354
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  • Pinned
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    Danny Moses
    @dmoses34
    May 27
    Always great to sit down with @pboockvar & get his thoughts/views on the markets. We had a @Kalshi speed round near the end of the episode regarding the U.S. economy and how it might look at the end of 2026. $MU $GLD #FED $FXI #OIL #Commodities $WMT
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    On The Tape Podcast
    @OnTheTapePod
    May 27
    Are we overthinking this market or not thinking enough? @dmoses34 & @pboockvar tackle yields, housing, the Fed, and China's growing tech threat on the latest episode 🎙️ YouTube: youtu.be/VX9F6H-d02c Apple: apple.co/4nVgDwz Spotify: tinyurl.com/2tmfrrk2
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    Danny Moses
    @dmoses34
    Dec 22, 2022
    I am listening to Twitter Spaces on $TSLA where @elonmusk dropped in. I always make a point to listen to “bulls” when I am bearish and “bears” when I am bullish (no matter the stock). In my career, I’ve never felt better about a short. @Seawolfcap @VD718 @RiskReversal @GuyAdami
    252K
  • user avatar
    Danny Moses
    @dmoses34
    Mar 3, 2022
    Join us tonight on Twitter Spaces at 9PM; I hope to elaborate on some of the issues discussed @TheProblem w/o putting @jonstewart to sleep... x.com/i/spaces/1ypKd… x.com/i/spaces/1ypKd…
    The Problem With Jon Stewart
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    The Problem With Jon Stewart
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    Danny Moses
    @dmoses34
    Oct 1, 2022
    I rarely tweet "threads" on the markets but I feel compelled to at this moment; mainly so I can clear my own head but also b/c I hope by sharing my thoughts I may help some other investors; I would normally do this recording @OnTheTapePod but this is a stream of consciousness 1/
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    Danny Moses
    @dmoses34
    Nov 5, 2021
    Advice for $PTON:Start taking deposits on Autonomous Bikes that will never exist; talk about the bike's ability to power your home; ignore product recalls from US Gov't; sell bikes to Hertz so they can rent them out; find option market makers willing to buy Calls (see $TSLA)
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    Danny Moses
    @dmoses34
    Jan 18, 2022
    This is the part of the show where the “tech” research analysts that cover the likes of $CVNA $UPST $AFRM $RKT walk down the hallway to find the “specialty finance” analysts and ask things like “what’s a securitization?” “what is Gain on Sale (GOS)?” & “do funding costs matter?”
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    Danny Moses
    @dmoses34
    Jul 26, 2022
    Wanted to wait for the 10Q on $TSLA before commenting on the qtr; I'm sure 99% of people won't look through it but it always helps to clarify a few things; sec.gov/Archives/edgar… First thing that struck me off of the earnings report was
  • user avatar
    Danny Moses
    @dmoses34
    Aug 19, 2022
    If trading #memestocks was equated to playing chess, then all of the pawns are being taken and the knights/bishops, in the form of @ryancohen @CEOAdam etc. are in retreat; it’s all about taking the Queen @CathieDWood and then checkmating the King @elonmusk to clean up this mkt
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    Danny Moses
    @dmoses34
    Oct 1, 2022
    Replying to @dmoses34
    *hard not to be bullish on GOLD (whether or not the #FED blinks) *everything has it's price (for a select few companies that price is $0 but there will be great buying opportunities that will arise for quality) *FOMO HODL are killers in this type of market (stay disciplined) 🙏
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    Danny Moses
    @dmoses34
    Jun 28, 2019
    The obsession over $TSLA 2nd qtr delivery #'s is absurd; whether it's 80K/85K/90K/95K it changes nothing; the reality is that $TSLAQ is no longer a "technology" co.; it's an "auto" co. w/ poor logistics, shoddy mfg, horrid margins & horrible leadership; only matter of time for BK
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    Danny Moses
    @dmoses34
    Jan 8, 2023
    Replying to @GerberKawasaki and @elonmusk
    Please join..I will double my short position…
    18K
  • user avatar
    Danny Moses
    @dmoses34
    Mar 12, 2023
    🧵on $SIVB (thoughts on current situation) 1/ it may not have mattered in the end but I'm shocked that when $SIVB announced the losses in their securities book & subsequent capital raise, that the raise wasn't already subscribed; created their own bank run: "Capital Markets 101"
    93K
  • user avatar
    Danny Moses
    @dmoses34
    Oct 1, 2022
    Replying to @dmoses34
    you can curse Powell all you want but it was Bernanke that acted (kept acting) in a manner that has led us here; the majority of investors don't ask questions when markets are rising, they only look for excuses & to lay blame on somebody other than themselves when markets fall 4/
  • user avatar
    Danny Moses
    @dmoses34
    Mar 2, 2022
    There are many "problems" with the stock market these days..hopefully this episode can shed some light on them...releases at midnight tonight!!! Tomorrow on Apple TV+, @TheProblem with the Stock Market!
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