WHAT ARE WE DOING? “Contrarians At The Gate”
Danny, Vinnie and Porter, Porter Collins, Daniel MosesWHAT ARE WE DOING? (WAWD) is the Substack newsletter where Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 132 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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whatarewedoingonthedesk.substack.co...Latest Issues
Losing Our Religion
A Think Piece on Current Markets
I am not a fan of R.E.M. It’s not that their music is depressing; I have no problem listening to bearish music. I am, in fact, quite fond of the genre, particularly during market downturns. There’s just som...
ON THE TAPE EPISODE WITH DAN NATHAN
Danny Moses is joined by Dan Nathan to break down a market that is facing increased volatility. The guys dig into why the AI and data-center build has become the entire economy, and what a rotation out of those names would actually mean for...
The AI Black Hole Sun | Friday Night Dirty Podcast
Won't You Come and Wash Away the Gains
Welcome to a new and improved “Friday Night Dirty” which now includes video and hopefully better audio than before!
Lawrence (Larry) McDonald Returns to "On The Tape"
Danny Moses interviews Larry McDonald on how several prior calls played out, including regulatory relief for banks, a rotation into hard assets and energy, and AI-linked nuclear exposure via NUKZ. McDonald argues the economy is increasingly...
How I Use Kalshi
Padilla's Corner
“How I Use Kalshi”
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Welcome to "What Are We Doing" (WAWD), the Substack newsletter where Wall Street outsiders—Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short" pull back the curtain on markets and investing.
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