DanielSimonyi

Very excited to announce DSData has launched. DSData a service offered by me and @dampedspring . DSData is providing subscribers with a place to collaborate with us to explore the Damped Spring framework and the data for their own bespoke questions. Details at dampedspring.com

@SaleemLampwalla @DsrPrivate x.com/danielsimonyi/…

@DsrPrivate Maybe it is at 2:25 as @DanielSimonyi posted?

@sebastianp1929 @DsrPrivate Checking

@DsrPrivate You now were I can look at them? I dont have a bloomberg terminal

@DsrPrivate @mfleisher Yeah checked again and its fixed to local ET so 1:25 always

@DsrPrivate @mfleisher Think it’s 2.25 now

@DsrPrivate @steve_donze 7-11% range and CFG 5%

@itsintheprice @DsrPrivate Yes absolutely

@DanielSimonyi @DsrPrivate Cool thanks. I mean subs lending should be a lot less risky vs nav financing? I would guess shorter term and the collateral is higher quality

@itsintheprice @DsrPrivate Yeah agree think the significant % is subs lending within private equity and some nav financing for sure but think its low %.

@DsrPrivate Correct me if wrong but pretty sure the private equity piece is mostly subscription lending collateralised by LP commitments but maybe also nav financing?

@DsrPrivate C+

@DsrPrivate Sure

@DsrPrivate Sure

@DsrPrivate @HyperbolicDisco Sure will update it and share

@DsrPrivate @yaacov Yep always using as of last AUM

@polan13 @DsrPrivate Its a great starting point that he is a qualified insider and not a random pick and did some interesting stuff before.

@DanielSimonyi @DsrPrivate I am not familiar with him at all.

@polan13 @DsrPrivate Great choice for sure

@DsrPrivate Brett Matsumoto to BLS... is this actually confidence boosting? A BLS veteran?

Fighter, trader and now 'famous pod caster'! Great perspectives from a man that's lived it @dampedspring and one that is relentlessly pursuing it @NikLentz , great job boys🍻

Honored to be included as one of Nik's mentors. Find out a little more about me and Nik on his new YouTube channel. Subscribe and like for the rest of the series as well!

Between Rounds – Episode 1: Andy Constan This isn’t about forecasts or hot takes. It’s about how professionals who’ve survived multiple market cycles think about risk, uncertainty, and compounding capital.

@Brad_Setser @tylermacro10 cbp.gov/newsroom/natio…

@tylermacro10 @DanielSimonyi last december was $282b so th $318b in December is a big number is there a november release as well?

Based on the CPI and PPI for December, economists estimate that core prices in the PCE advanced 0.38% (give or take) in December, which would push the 12-month rate to 3.0% (from 2.8% in Sept, Oct and Nov). This would be the highest y/y core PCE since Feb 2025

@Brad_Setser @tylermacro10 It’s*unofficial* (pretty accurate) import number by CBP is already out for dec. Think Tyler is referring to this: cbp.gov/newsroom/natio…

@tylermacro10 @NickTimiraos @Fullcarry December import data for whom? US data not out yet bea.gov/news/schedule

@DsrPrivate @mak10562252 BWZ is a bit longer but good IMO (tracking Bloomberg 1-3 yr global treasury ex-US capped Index)