Archive - Macro Musings by Danny D

Week Ahead - March 3-7

Growth Scare Overdone?

21 hrs ago •

February 2025

Been awhile since I did one of these.

Feb 28 •

The Final Tantrum

This truly has been a remarkable cycle, not just economically, but for markets.

Feb 27 •

Quick Bitcoin Update

In case you are not on the chat, I post model updates more regularly there.

Feb 26 •

Most Important Chart in World 4.0

A few things I am watching.

Feb 25 •

Guest Column by Mukesh

Feb 25 •

Week Ahead - Feb 24-28

All madness, no method

Feb 23 •

Bessent with another interview this morning (5x in a week Mr.

Feb 20 •

Current Macro Themes

A brief note on the opportunities I see in markets and how I am expressing them.

Feb 18 •

4D Chess and the Endgame

I hope everyone is having a nice weekend.

Feb 16 •

Models & Charts

BTC, Shadow Fed Funds, Oil and charts.

Feb 12 •

Week Ahead - Feb 10-14

I hope everyone is enjoying the weekend and getting ready for the big game.

Feb 9 •

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