Vincent Daniel

Co-founder of Seawolf Capital- Binghamton University Alum- Mets, Jets and Value Investing Go Hand in Hand

[Vincent Daniel @VD718]

Thanks for coming on the podcast Peter and go Jets

[Peter Boockvar @pboockvar]

Loved talking shop with my friends @dmoses34 @VD718 and @Seawolfcap

[Vincent Daniel @VD718]

@JCOviedo6 More passive flows

[Vincent Daniel @VD718]

Great job Danny!!

[Danny Moses @dmoses34]

Note published today on our @Substack comparing the movie “Field of Dreams” to the current A.I. environment.
@VD718 @Seawolfcap

https://t.co/KWEO4aXn98

[Jared Dillian @dailydirtnap]

This week, I hosted my annual Daily Dirtnap conference in Nashville. About 140 people were in attendance, with some of the brightest minds in finance as presenters. And a party at Nashville's greatest underground club!

Everything about it was perfect. And thanks to all those who helped with the details so I could focus on the content. We'll be doing it again next year.

Thanks to speakers: @TgMacro, @EricBalchunas, @barryknapp, @VD718, @Seawolfcap, @JanvanEck3, @CultishCreative, @MebFaber, @cafreiman, @pboockvar, Mark Lapolla, John Burns, and Marcin Zdunek.

If you want to come to the best financial conference on earth, you must be a subscriber to The Daily Dirtnap. DM me for details (and a discount).

[Vincent Daniel @VD718]

@JackFarley96 Wider credit spreads not helping Jack

[Danny Moses @dmoses34]

Jeff returns to @OnTheTapePod to share his & @RenMacLLC thoughts on the markets. Wide-ranging discussion including his top picks: $XLE $XLV & what to avoid: $DRAM. We discuss his recent podcast w/ @arakharazian on AI spending trends. We hit #Treasury #Debt & more
@ClearStreetLLC

[Danny Moses @dmoses34]

We are excited to partner with @ClearStreetLLC and are looking forward to collaborating on content and engaging with their clients. Myself, @Seawolfcap & @VD718 have enjoyed building our @Substack and growing the @OnTheTapePod and @ClearStreetLLC is a perfect complement to that.

[Vincent Daniel @VD718]

@TheStalwart Thankfully heating your home is excluded from core and super core inflation measures- Truthfully not sure if is- more inner words/thoughts of the typical Wall Street economist

[Vincent Daniel @VD718]

@TooGooden17 If a portfolio manager used these words at Point 72 and such downside scenarios came to fruition, he would be working for another pod complex after a 6 month garden leave-

[Vincent Daniel @VD718]

@shortbus_ace People who look at banks from the top down don't appreciate this dynamic- my view

[Vincent Daniel @VD718]

@ces921 Just exclude it from core and hope Truflation doesn't pick up on the price increase

[Vincent Daniel @VD718]

@Greenbackd

[Vincent Daniel @VD718]

@JRogrow @realsteveeisman It's a great line and so true

[Vincent Daniel @VD718]

You forgot to mention our Jets bet Danny- nice pick on Ben Shelton

[Danny Moses @dmoses34]

On this week's "Friday Night Dirty" @Seawolfcap @VD718 & myself discuss the recent actions/words that Bessent is using to try & instill confidence in our Treasury markets. Preview of the #FED & more.

The Donkeys Are Counting Cards & Taking On “The House” https://t.co/0DCD2Z4E07

[Vincent Daniel @VD718]

@RudyHavenstein Love mentioning this to 'Team Transitory and the Exclusions' cohort

[Vincent Daniel @VD718]

@VinnysCorner1 Rickey Henderson needs fo be moved up

[Vincent Daniel @VD718]

@patientinvestor That has been the compounder bro counter argument over the past year or two- 'hey the FICO cost relative to the entire cost pie is so low we can jack up prices double digits per annum'- solid argument unless a regulatory says otherwise- well... a regulator said otherwise

[Vincent Daniel @VD718]

Well done!!

[Luke Gromen @LukeGromen]

Thanks for hosting @LynAldenContact and me, @BTCsessions!

US Interest + Interest-like obligations (Entitlements + VA) being 105% of Federal receipts, growing ~2x receipts, in a good economy, means we are indeed "out of time" - a decision must be made, soon.

Full link below.

[Vincent Daniel @VD718]

@rev_cap Even better are the economists/strategists who continue to preach the BLS (or any other inflation dataset that uses these measurements ) measurements and know of the gaslighting.

[Danny Moses @dmoses34]

Somehow on this week’s “Friday Night Dirty” we were able to incorporate Dolly Parton, Braveheart, The Untouchables, Ocean’s Eleven & The Harlem Globetrotters all in one episode: $NVDA $GLNG $SCHW #FED #TREASURY @Seawolfcap @VD718

https://t.co/5u6FVyOrzx