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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
Issues533Founded2 years agoLast Issue6 days ago
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Artwork for Macro Musings by Danny D

Latest Issues

Commodity Outlook: Scarcity

This is the latest in my asset class outlooks.

This is the latest in my asset class outlooks. Given the massive supply shocks occurring throughout the global economy, I think we have moved from a debasement regime to one of scarcity.

6 days ago
7
2
Paid

Crypto Signal

New Signals

Crypto has been fun again! My models have been active again and I love it.

8 days ago
5
Paid

Stratosphere

Week Ahead May 11-15

I hope everyone is having a nice weekend and Mother’s Day with their loved ones.

10 days ago
12
2
Paid

FX Outlook: Le Flip

Opportunities across FX

I have been in the structural dollar bear camp for awhile. Does that still look attractive? Are we nearing a point where you flip long?

12 days ago
14
3
Paid

Crypto Update

Models, Signals and Indicators

Crypto is trading very well of late, with BTC holding above 80k and nearing a key level.

15 days ago
8
Paid

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Authors

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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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