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Macro Musings by Danny D

Danny Dayan
Hundreds of paid subscribers

Thoughts about Macro, Markets and Option trading strategies

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Substack
PricingFreemiumPublishesDaily
Issues551Founded2 years agoLast Issue3 days ago
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Latest Issues

Crypto Model Updates

Models, Positioning and Indicators

It’s been a messy run for crypto of late. Let’s take a look in our usual fashion and see what is going on and where the opportunities are.

3 days ago
5
Paid

FX Trade Note

Contrarian Idea

I see an opportunity for a tactical fade in FX.

4 days ago
7
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Risk Indicators

A look at my top risk indicators and where they stand.

A look at my top risk indicators and where they stand.

5 days ago
5
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The Debut

Week Ahead June 22-26

I hope everyone is enjoying their weekend. Kevin Warsh had his FOMC debut, and we are definitely in a new regime. Less forward guidance by the Fed was his mantra, but the dot plot stole the show. The Fed has turned ha...

7 days ago
18
2
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Crypto Update

It has been another wild ride in crypto space.

It has been another wild ride in crypto space. We have not had an active signal in a couple weeks, so it’s time for an update.

13 days ago
7
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  • Danny Dayan

    Global Macro ex-hedge fund manager and investor. Conduct deep macroeconomic study to identify mispriced markets across asset classes, then identify options trading strategies with asymmetric upside vs. downside.

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