Dan Ryan

624 posts

Dan Ryan

Dan Ryan

@DanRyan007

old dude try to keep on keeping on. and make a few bucks in the market.

Katılım Aralık 2024
63 Takip Edilen31 Takipçiler
Dan Ryan retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says the US will "obliterate" Iran's power plants if Iran does not open the Strait of Hormuz within 48 hours.
The Kobeissi Letter tweet media
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Dan Ryan
Dan Ryan@DanRyan007·
@JaredKubin I don't think he's going to be able to Taco on this one. This isn't something you can leave half done. But who knows he is very unpredictable
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Dan Ryan
Dan Ryan@DanRyan007·
@JaredKubin Yeah I think so I don't know the terrain there but I have no doubt we can take the island no problem. My concern is you're pretty exposed out there. But do they really want to blow up their own gas station. The Marines will do what they're told to do and they're capable of doing
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Jared L Kubin
Jared L Kubin@JaredKubin·
Back to Back on my timeline 🎪🎪🎪
Jared L Kubin tweet media
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Dan Ryan
Dan Ryan@DanRyan007·
@JaredKubin It no problem. I think you could hold the island with a small Force and I don't think they can do anything about it. The goal I think in my assessment would be to stop them from being able to deploy oil.
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Dan Ryan
Dan Ryan@DanRyan007·
@JaredKubin Par for the course Very trumpish and exactly what he wants right now LOL
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Danny Dayan
Danny Dayan@DannyDayan5·
Hormuz this, Hormuz that. How about this? The US Government registered the domain alien.gov and confirmed it's about UFOs. Oh and the former Air Force General in charge of UFO research at Wright Patterson has been missing for 4 weeks. and NOONE CARES.
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Fed
Fed@lord_fed·
*TRUMP SAYS US CONSIDERING 'WINDING DOWN' IRAN MILITARY EFFORT Could’ve said that when market was open
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Sonu Varghese
Sonu Varghese@sonusvarghese·
Either the target is 2% or its not 🤔 Its fine (!) if the target has moved up to 3% but then say that You have 5 shocks in 5 years, each of which pushes inflation away from your target. At some point, you have to stop saying "shock" and that you can "look through" it
Gita Gopinath@GitaGopinath

It strikes me that markets are pricing in more hawkish central bank reaction functions as compared to where central bankers are. I suspect most central bankers are in wait and see mode and will want to see through some of the energy price increase. Unlike 2021, demand is not surging which makes seeing through a defensible strategy. They will likely be more cautious about rate cuts relative to pre-Iran conflict but markets seem to be pricing in much tighter monetary policy.

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Dan Ryan
Dan Ryan@DanRyan007·
@EconstratPB Trump can't pump the markets anymore so he's got Netanyahu dropping press releases LOL
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Jared L Kubin
Jared L Kubin@JaredKubin·
LIQUIDATION NATION mid 3/19: *market churning lower -> for how long? **very hard landing type vibes today** ***everyone overhedged into OPEX tomorrow..frees up Monday**** HARD LANDING-like action so far: Staples, TLT, Strong balance sheets all leading... as Cyclicals, Metals, HIGH BETA all take in on the chin... market is starting to price in more economic damage from the war after holding steady. Large part of the SP500 has limited "commodity" exposure... true statement.. BUT all their customers will suffer the longer this goes. Manage Risk. Anecdote: Just got word HFs having a very tough month, multiple big teams being shut down at PODs, consumer especially hit hard. Tough business.
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Dan Ryan
Dan Ryan@DanRyan007·
@JasonL_Capital Definitely a good time to start nibbling though if you have too much cash.
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Jason Luongo
Jason Luongo@JasonL_Capital·
This is when we’re supposed to be buying correct? Asking for a friend….
Jason Luongo tweet media
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Dan Ryan
Dan Ryan@DanRyan007·
@EconstratPB To tell you the truth I think no one has any idea of what's going to happen. Trump is completely unpredictable. The longer we're involved in this war the more painfully unwind is going to be
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EconstratPB
EconstratPB@EconstratPB·
@DanRyan007 No. I think they are listening to the echos of the mid quarter acceleration and not being fwd looking enough.
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Keşfet

@JaredKubin @DannyDayan5 @lord_fed @sonusvarghese @elonmusk @BarackObama @taylorswift13 @cristiano