DanielSimonyi

1.7K posts

DanielSimonyi

DanielSimonyi

@DanielSimonyi

DSData

Hungary Beigetreten Ekim 2013
802 Folgt3.6K Follower
Angehefteter Tweet
DanielSimonyi
DanielSimonyi@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
DanielSimonyi tweet media
English
8
3
34
95.6K
Big ego capital
Big ego capital@itsintheprice·
@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
English
1
0
0
44
DanielSimonyi
DanielSimonyi@DanielSimonyi·
@itsintheprice @DsrPrivate Yeah agree think the significant % is subs lending within private equity and some nav financing for sure but think its low %.
English
1
0
1
45
Big ego capital
Big ego capital@itsintheprice·
@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?
English
2
0
0
127
DanielSimonyi
DanielSimonyi@DanielSimonyi·
@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 tweet mediaDanielSimonyi tweet media
English
1
0
2
677
Jason Polansky
Jason Polansky@polan13·
@DsrPrivate Brett Matsumoto to BLS... is this actually confidence boosting? A BLS veteran?
English
1
0
1
243
DanielSimonyi retweetet
Nik “The Carny” Lentz
Nik “The Carny” Lentz@NikLentz·
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.
Nik “The Carny” Lentz tweet media
English
7
9
54
12.5K
Nick Timiraos
Nick Timiraos@NickTimiraos·
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
Nick Timiraos tweet mediaNick Timiraos tweet mediaNick Timiraos tweet media
English
60
179
800
185.2K