Macro Musings by Danny D
Danny DayanThoughts about Macro, Markets and Option trading strategies
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Daily | Issues | 338 |
| Subscribers | Read | dannydayan.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Equilibrium Updates
Quick hitting observations on what I believe are the new dynamics in cross-markets.
Quick BTC Model Update
A quick update on the model as we are now diverging from fair value.
A Skeptic's Model for Bitcoin
Before we begin, it is important for me to acknowledge that I have never been a Bitcoin or crypto enthusiast.
Week Ahead - Jan 21-24
I hope everyone is having a great weekend.
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Authors
The writers behind this newsletter.
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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