Danny Russell, CFA

CFA Charterholder. Trader. UD alum.

[Danny Russell, CFA @dannyrussell53]

@justinkylejones @brent858 What makes you think DSA operates in good faith? You have to tell the theatre kids to stfu or you are going to lose the party, it’s nothing more complicated than that.

[Matthew C. Klein @M_C_Klein]

New at THE OVERSHOOT:

U.S. Inflation Is Not Really Slowing

https://t.co/sGkAjMyKOs

From residual seasonality to underlying wage growth to oddities with the calculation of car insurance costs, and more!

[Danny Russell, CFA @dannyrussell53]

@OfficeHoursDrB @AJentleson Ignoring the LV screen implies it but glad we agree. 🫡

[Danny Russell, CFA @dannyrussell53]

@OfficeHoursDrB @AJentleson I’m simply saying if you think this won’t be close I think you are coping. I still think it’s d+3 and they probably take the house but it’s close, which should be a huge disappointment for dems.

[Danny Russell, CFA @dannyrussell53]

@OfficeHoursDrB @AJentleson What are the chances WAPO has the LV screen nailed down? Whats the error. It's worth ponder what registered voters think, the signal might not be as strong but its a bit of cope to hang on to LV instead of looking at the direction of travel. This election will be close.

[Danny Russell, CFA @dannyrussell53]

@ferrariforrest @SwannMarcus89 The Dems got shellacked in 2024 and did 0 course correction. The GOP will not course correct if they get the shellacking you think they will get in '26. Not sure how 3-5 is very blue considering they need +3 to even hold the house. Again, its way closer than you think.

[Danny Russell, CFA @dannyrussell53]

@kered4321 @JillFilipovic Birth rates in West Virginia are not much different than NJ than NY. NJ is one big suburb, NY is almost all urban and West Virginia is rural. You need to adjust for selection (ie people in NYC are most likely to not what kids than people in NJ). Education. Income etc.

[Danny Russell, CFA @dannyrussell53]

@ferrariforrest @SwannMarcus89 No disagreement on worthless Congress. I don’t really care who wins the house, d+3 means Dems probably still take it by a few seats, I’m pointing out Dems are way underperforming expectations

[Danny Russell, CFA @dannyrussell53]

@ferrariforrest @SwannMarcus89 Registered voters d+3. The registered to likely most likely won’t be that big of a spread.

[Danny Russell, CFA @dannyrussell53]

@ferrariforrest @SwannMarcus89 https://t.co/BGgIkXqrrD

Where we at now?

[Politics & Poll Tracker 📡 @PollTracker2024]

Washington Post/Ipsos poll | 7/9-7/13 RV

Generic congressional ballot 2026
🟦Democratic 48%
🟥Republican 45%
—
Which political party do you agree with more on important issues?
🟥Republican 41%
🟦Democratic 40%
—
Which political party do you trust to do a better job handling the economy?
🟥Republican 39%
🟦Democratic 35%

https://t.co/m9hzZK4JLy

[Petr Pinkhasov @pinkhasov]

For now its tough to press the gas on pain trades as long as hyperscalers ebb and flow with memory pain. If those start going down together it really might be over. The amount of pain this close to ATH is the most koreaficiation our markets ever.

[shubit @shu_bit_]

South Korea's financial authorities have called an emergency meeting after a sharp sell-off in the country's stock market triggered massive losses for leveraged ETF investors.

Investors in their 20s and 30s account for 62% of the accounts that were effectively wiped out.

[Andy Fang @andyfang]

Today we're opening up the DoorDash CLI in limited beta.

`dd-cli` lets you order DoorDash directly from your agent: search stores, find the best deals, check out, and more.

Early access for US/Canadian macOS developers by waitlist. Excited to see what folks build!

[Ryan Petersen @typesfast]

tbh when you can’t generate enough power to run AC below 78, you really shouldn’t be building data centers so this makes sense

[Danny Russell, CFA @dannyrussell53]

What happened the the abundance crowd? @ezraklein @DKThomp Where is the freakout over @GovKathyHochul idiotic moratorium on data centers. How many pods are you guys going to do on this or was that all fake......

[Danny Russell, CFA @dannyrussell53]

@briangobosox @YouTube I think that’s sort of the point. JPOW let financial conditions loosen too much

[Danny Russell, CFA @dannyrussell53]

@qthomp That’s why JPOW should have gotten to target instead of waiting and being glazed by every boomer on Wall Street. He didn’t, so now we are here. That and there’s embedded signs of inflation. Make the natural rate now around 3 ex shocks.

[Danny Russell, CFA @dannyrussell53]

@ericwallerstein You are right, maybe he’d like to miss his inflation target for another 54 months and lose his optionality while misreading the labor market every 3 months. Oh sorry that was Powell. What were you saying about how he’s salty?