Macro Musings by Danny D
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Macro Themes
Weekly Notes
Data Recap
Trades, Charts and Random Tho…
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Financial Conditions Reborn
Important Update to my framework
Jul 25
•
Danny Dayan
16
3
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Quick FX Trade
I am going to have a deep dive note into FX dynamics next week.
Sep 23
•
Danny Dayan
5
3
Crypto Update: ETH Model
Plus BTC, Positioning and Technical Indicators all in one place
Sep 23
•
Danny Dayan
7
Erosion
Week Ahead - Sept 22-26
Sep 21
•
Danny Dayan
12
9
The North's Potential
Canada's Urgent Need for Reform
Sep 16
•
Danny Dayan
4
Equity Vol Idea
Melt up or Melt Down
Sep 15
•
Danny Dayan
5
2
Anatomy Of A Policy Mistake
Week Ahead - Sept 15-19
Sep 14
•
Danny Dayan
14
3
BTC Model Update
A quick update on our model, which has been running long with BTC really doing a down then up move but not yet at fair value.
Sep 9
•
Danny Dayan
6
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