Daniel Stephen

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Daniel Stephen

Daniel Stephen

@danstevejon1

Political & Credit Risk, LCIA Survivor

Montclair, NJ Katılım Eylül 2016
825 Takip Edilen219 Takipçiler
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Daniel Stephen
Daniel Stephen@danstevejon1·
@ammarmufasa Ammar, your bio says rapid response director for D's. Can you please stop bitching about ron desantis' apparently sinking ship and start messaging about biden and democrats success bringing jobs back to this country? finance.yahoo.com/news/biden-mas…
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Megan McArdle
Megan McArdle@asymmetricinfo·
As someone who was a budget hawk fifteen years ago, I would gently suggest that the case for freaking out about the deficit back then was that this was where we were going to end up.
Matthew Yglesias@mattyglesias

I’m surprised by how little attention basic fiscal policy issues are getting in 2026 compared to fifteen years ago — the case for freaking out about the budget deficit has gotten way stronger since Covid. slowboring.com/p/time-to-frea…

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Daniel Stephen
Daniel Stephen@danstevejon1·
@asymmetricinfo And they’re not because of the bush tax cuts? What about Trump 2017? I mean certainly OBBB put them all to shame
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Megan McArdle
Megan McArdle@asymmetricinfo·
@danstevejon1 It is not overwhelmingly due to regressive tax cuts, it’s overwhelmingly GFC/pandemic spending, followed by Biden deficits, followed by rising interest rates. Obviously this made tax cuts wildly irresponsible, but they’re not the main driver
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Matthew Yglesias
Matthew Yglesias@mattyglesias·
This is a real NRSC ad about the current GOP nominee
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Murtaza Hussain
Murtaza Hussain@MazMHussain·
Netanyahu, Trump and Lindsay Graham are all part of a generation whose worldview crystallized at the peak U.S. unipolar power moment which was the rapid elimination of the Iraqi military in the 1991 Gulf War. That was a very intoxicating experience, and in their view the only barrier to doing it again was domestic political betrayal and lack of will. People had tried to warn them that things had changed a lot in the last 35 years and the JCPOA itself was an attempt to deal realistically with the shifting global power dynamics. Now they got flat-footed trying to repeat that episode anyways and are trapped in the most desperate stage of failure which is yelling at the referee.
Lindsey Graham@LindseyGrahamSC

It has been apparent to me for quite a while that Pakistan as a mediator is more than problematic. Their animosity towards Israel is long standing.    It is undeniable that Iranian military aircraft are being housed on Pakistani air bases and past rhetoric from the highest Pakistani officials against Israel is disturbing.    As to the defense minister’s comments about the Abraham Accords, saying that Pakistan would never join because they don’t trust Israel: The clip may be a year old, but I fear the sentiment is fresh.    In that regard, it is imperative that Pakistan give an answer now to President Trump’s call to join the Abraham Accords.

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Daniel Stephen
Daniel Stephen@danstevejon1·
@ZaidJilani There’s also a door #3 with probably more ltd use cases: attacking R’s for not helping trump pass the more heterodox type shit trump ran on and has tried to do via executive order, like the drug pricing. My trumper in laws #1 issue is Rx prices
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JH
JH@CRUDEOIL231·
Fk the perma-bears crying about an AI bubble. No matter how much they bark, data center builds are aggressively hitting the tape, and those monsters need to guzzle power. In this transitional regime, uranium is the absolute holy grail. And look at the absolute shitshow we just witnessed in oil and LNG. Tell me one baseload alternative that offers the ironclad reliability of nuclear. It’s a textbook micro tailwind accelerating a sector already riding a massive structural super cycle. Look, uranium and copper are boring assets. I give you that. They won't print a 100% return in a single session. But if your playbook is about backing a bulletproof structural thesis—the kind where you risk-manage your entry, walk away from the screens, and don't wake up sweating at 3 AM? If you’re ready to sacrifice immediate delta for asymmetric certainty and math-backed probability? Uranium and copper are prime real estate. Put the trade on, go live your life, and just unlock the vault a few years from now. I'm glad the FICC trader I listen to the most recognizes this value. #uranium #copper $HBM $UROY
Alex@AlexanderKim120

I'm planning to trade CMX U3O8 Futures Options OTC. We will be targeting the 1-to-2-year maturity range, as I believe there is an upside potential for the price to reach around $150. This is a move I've carefully considered for quite some time. I am confident that no other FICC desk in South Korea is attempting anything like this. We are constantly striving to upgrade our business, pushing it in a more advanced and progressive direction. Recently, we've also been developing our own electricity hedging products for the Korean market. I work on a sell-side FICC desk, and our true expertise lies in 'product development.' For nearly 20 years, most FICC desks have been stuck doing little more than interest rate or credit structuring. To widen the gap between us and the rest of the market, we have taken on numerous new initiatives throughout 2025 and 2026. We are actively seeking out blue oceans in this space and allocating lot of resources to them. I have drawn a great deal of inspiration from the many highly respected traders on X. I always have the utmost respect for them.

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Daniel Stephen
Daniel Stephen@danstevejon1·
@NJTRANSIT_MOBO The 347 from NY has sat at Glen ridge for 15 minutes. What is going on? No updates from the train.
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Montclair-Boonton Line
Montclair-Boonton Line@NJTRANSIT_MOBO·
Morris and Essex, Gladstone Branch, and Montclair-Boonton Line rail service is operating on or close to schedule in both directions with residual delays to trains already enroute following the earlier Newark Draw Bridge being stuck in the open position.
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LVH Harrow
LVH Harrow@LvhHarrow·
@atrupar Have heard very little for Ossoff in the five years he has been in the Senate, but he's running for re-election so now he has jumped on the anti-Trump train and has a lot to say.
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Aaron Rupar
Aaron Rupar@atrupar·
Ossoff: "We see a faithless president self-dealing while he depicts as Christ, while he depicts the Obamas as apes, while he plunges the nation into reckless war, sends prices soaring, and plunders our healthcare to cut taxes for those who already have spectacular wealth."
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David Wood
David Wood@WoodDavid44740·
@atrupar What bs. Democrats ended their expansion of obamacare as they should have. A single person making $60,000+ a year can find health insurance. A couple making $120,000+ a year can find health insurance. That was the targeted audience of the democrat expansion.
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Daniel Stephen
Daniel Stephen@danstevejon1·
@GBBranstetter @nick_field90 That would require dems to understand how to make hay, or to even just see the value in making hay. But they’re pretty bad at politics so
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Eric Nuttall
Eric Nuttall@ericnuttall·
The vociferous Jan Stuart of Piper Sandler, who in one page captures the tweet-driven mental exhaustion many of us are experiencing:
Eric Nuttall tweet media
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Daniel Stephen
Daniel Stephen@danstevejon1·
@EricMGarcia Not saying culture doesn’t matter, it’s clearly far more important than Dems thought. But being a corporatist shill for your career and then debuting new populist positions isn’t going to move the needle for anyone really, on its own
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Daniel Stephen
Daniel Stephen@danstevejon1·
@EricMGarcia Yeah this isn’t true at all and is really counterproductive to the discourse. What matters is not just populism but CREDIBILITY. I’m not a Bernie guy but he’s got populist credibility. HRC did not. Kamala did not.
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Daniel Stephen
Daniel Stephen@danstevejon1·
@ianbremmer Seems like this is Israel flexing its muscle. Why would they honor a deal that very much doesn’t work for them, unless they get the accords expansion?
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ian bremmer
ian bremmer@ianbremmer·
chances of saudi arabia joining abraham accords given present israel policy in gaza (called a genocide by mbs) & west bank: pretty much zero
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Daniel Stephen
Daniel Stephen@danstevejon1·
@ElonFuentes @matthewstoller Yep and now the Israelis are telling him they won’t honor a deal that doesn’t work for them unless they get the accords expansion. No other way to read trumps comments
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Elon Fuentes
Elon Fuentes@ElonFuentes·
@matthewstoller And know assuredly, Matt, that no one on this planet wants out of this Iran clusterfuck more than Donald John Trump does. Fat Boy Trump screwed the pooch, and now all that he wants to do is to wash his hands from the MESS that he himself created.
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Matt Stoller
Matt Stoller@matthewstoller·
My dumb read on Iran is that you can tell it’s a real deal when Trump starts effusively praising Iran’s leadership in a cringe and slightly homoerotic manner.
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Daniel Stephen
Daniel Stephen@danstevejon1·
@SheDrills When you see Trump all of a sudden linking a deal to the signing of the Abraham accords, you know that Israel has decided to put their foot on our neck. Why would they honor a deal that doesn’t work for them, unless they get the big accords expansion.
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