Archive - Macro Musings by Danny D

Equilibrium Updates

Quick hitting observations on what I believe are the new dynamics in cross-markets.

Jan 24 •

Quick BTC Model Update

A quick update on the model as we are now diverging from fair value.

Jan 24 •

A Skeptic's Model for Bitcoin

Before we begin, it is important for me to acknowledge that I have never been a Bitcoin or crypto enthusiast.

Jan 21 •

Week Ahead - Jan 21-24

I hope everyone is having a great weekend.

Jan 18 •

Evening Thoughts

Jan 16 •

Data Recap & Thoughts

Before we jump into CPI, there were some other releases worth pointing out.

Jan 15 •

A Pound of Flesh

I have written about the Pound and the doom loop, stagflationary situation in a couple of recent notes.

Jan 13 •

Week Ahead - Jan 13-17

I hope everyone is having a wonderful weekend after that wild finish to the week.

Jan 12 •

Questions for 2025

2024 has been a year for the ages.

Jan 10 •

Jan 10 •

The US economy powers on.

Jan 7 •

Week Ahead - Jan 6-10

I hope everyone had a happy holidays season and wonderful new year.

Jan 5 •

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