Dan Nathan
107,928 followers
Sooooo are we all screwed?
Set your reminders and join me alongside fellow fund managers with special guest @RiskReversal live for a discussion on #stocks, #investing and more.
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Retweeted by Dan Nathan 
This week on #InTheMoney with @Fidelity, we take stock of the volatile action in almost every risk market. I detail a bullish trade idea in an ETF that tracks the health care sector and pull the plug on a bullish trade idea in the U.S. dollar. So tune in! twitter.com/Fidelity/statu…
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Retweeted by Dan Nathan This is worth a listen. Once again @Melt_Dem & @packyM lay it all out in plain English, not unstable algo-induced babble. twitter.com/OkayComputerPo…
Check us out at 1pm! @GuyAdami @RiskReversal & @CarterBWorth will discuss:
-Inflation 🔥
-Disaster DuJour stocks $COIN $U
-Bright spot in biotech $XBI
- $DIS earnings
-The worst chart in the market#Bitcoinn
Sponsored by@FactSett
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Retweeted by Dan Nathan 
Great companies are built by great leaders. Having known @tobi and @harleyf from the earliest days and knowing the incredibly strategic assets $SHOP has, it feels like the market has over rotated and is missing a great opp to buy.
Retweeted by Dan Nathan 
2) Megacap tech now generally trades at a discount to high quality industrials despite having *more* pricing power, faster growth and higher ROICs.
Most megacap tech is in the 1st %ile of its 20 year relative P/E vs. high quality industrials. The cheapest it has ever been.
Retweeted by Dan Nathan 
the one where we discuss why not all yields are equal and what investing and physics have in common
always fun chatting with @packyM and @RiskReversal twitter.com/okaycomputerpo…
Retweeted by Dan Nathan 
👌🖥️🎙️🚨 Fake Plastic NFTs@RiskReversalr@Melt_Dem_Dem &a@packyMckyM
The gang discusses trading/investing through bear markets (stocks & crypto). Meltem & Packy give Dan the 411 on what's up w#BTC#BTC, unstable-coins & NFTs
Sponsored@currentrent
Supported@MasterworksIOk@taboolaoola
Retweeted by Dan Nathan Check it out--->today's @MKTCall with @GuyAdami and me in the podcast store!!
We break down the whipsaw action in stocks, crude holding its uptrend, the reversal in yields, dollar ripping, gold tiring, and BTC near 52-week lows.
Sponsored by @CMEGroup
podcasts.apple.com/us/podcast/on-…
Strategists/Analysts need to capitulate on estimates before sentiment & market can start to bottom.
Oh and rates.
The last time the 10yr yield was 3% in 2018, SPX topped out ~3000 and went down 20% in a straight line until The Fed pivoted, they can't pivot until inflation breaks
the stock market can't bottom with estimates still this high for 2022 for the S&P500 (SPX). let's say SPX earnings end up $208, up 5% yoy (not ~$220 where it is now up ~10%), multiply that by the 10-year average P/E of ~17 and you get 3536, at 18x you get @GuyAdami's 3750 target. twitter.com/FactSet/status…
🚨 Coming up at 1pm@GuyAdamii &@RiskReversall will discuss:
- The average length of bear markets
- Calls for a bottom
- What's wrong with gold?
-#Bitcoinn bust
Sponsored by@CMEGroupp
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Retweeted by Dan Nathan my friend and @OnTheTapePod co-host @dmoses34 has been calling bs on so many of these business models. he has never wavered in $CVNA, and now it's basically a donut. it's amazing how eventually markets reveal what's real and what's BS. $CVNA vs $AN
there will certainly be fits & starts, mini bull runs like the one from mid-March to early April, but time, deleveraging, valuation compression, and overshoot to the downside is likely what makes the stock market "healthy" once again for a nice long btfd bull run to new highs.
Answering follow up questions on @BreakingEvenPod today. 11am EDT.
Join @TheCoachrules @GuyAdami @dmoses34 @RiskReversal in the live chat to answer your questions!
👇 Link for todays show:youtu.be/MCsIhyRXzUE9
@AmandaDiazz@BetMGMM@DraftKingss @AlexMyers33@ScottWapnerCNBCCtwitter.com/MKTCall/status…E
Retweeted by Dan Nathan there's a decent chance the bloodletting of the excesses of last few yrs places us on the wrong side of mid of this bear mkt. the disasters will come in all shapes & sizes. recent ones may be unsurprising, but what comes next might baffle those who've never traded thru a bear mkt twitter.com/LizYoungStrat/…
What will it take for @EconguyRosie to turn bullish on the stock market? Hint: It's all about inflation!
Listen to the full interview with David, @GuyAdami, @RiskReversal & @dmoses34 apple.co/3MQ8QfE
Sponsored by @CMEGroup @iconnections2
Retweeted by Dan Nathan The longer @elonmusk's $TWTR bid sits there at $44BN, and its comps go lower, the more attractive a pair's trade with $SNAP looks. If SNAP trades $20 soon, it will trade ~6x sales, equal to TWTR.
Without his bid, which takes months to close, TWTR has a 3 handle. $54.20 NGMI twitter.com/WSJ/status/152…
Coming up on MKT Call at 1pm @GuyAdami, @RiskReversal and @CarterBWorth will discuss:
- Calls for peak inflation
- The stock market selloff intensifying
- #Bitcoin getting crushed
- What's working
Sponsored by @FactSet
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Retweeted by Dan Nathan "I'm definitely scared for what lies ahead, for myself included" -@dmoses34 on the volatility
He recommends looking to high dividend-paying stocks for safety
🎧 to the full episode w/ Danny,@RiskReversall,@GuyAdamiiapple.co/39jTCAXp
Sponsored by@CMEGroupp@iconnections22Q
Retweeted by Dan Nathan It ain’t rocket science, but he seems oddly conflicted. twitter.com/wsj/status/152…
Might be easier at this point to find a winner @KentuckyDerby than in the stock market; stick w/ quality thoroughbreds in both! #3 Epicenter(WPS) 3/6/10/15(Ex/Tri Box);hard to ignore 1/8/12 horses so throw them in somewhere; lastly, if #fed's Powell was a horse, he would be 100-1 twitter.com/OnTheTapePod/s…
Retweeted by Dan Nathan "There's at least another 20% downside here." -@EconguyRosie explains why stocks could fall steeper into a bear market
Listen to the full convo with David, @RiskReversal, @GuyAdami and @dmoses34 apple.co/3MQ8QfE
Sponsored by @CMEGroup @iconnections2
Retweeted by Dan Nathan Twitter’s poor ad business gets worse before it hopes to get better under Musk due to uncertainty Musk brings to its future. Got it. $54.20 NGMI
“Twitter executives told ad agencies in a virtual meeting that it wasn’t sure what advertising changes Musk’s ownership would lead to” twitter.com/bysarahkrouse/…
If you're confused about this week's market reaction to the Fed's rate decision & commentary about future hikes, then check out today's @OnTheTapePod. @EconguyRosie helps make some sense of it, and what may come next. @dmoses34 & @GuyAdami were 🔥🔥 to make up for my covid braintwitter.com/OnTheTapePod/s…Rf
@OnTheTapePod @GuyAdami @RiskReversal @dmoses34 @EconguyRosie @CMEGroup @iconnections2 Since Ep.1 -you guys keep me sane and level. Each of you cut through endless noise to find the real signals. I'm holding SO MUCH cash until June/July & that takes an extraordinary amount of discipline you guys help me maintain.
Thanks to @EconguyRosie-fantastic insight.
Retweeted by Dan Nathan It’s been a hell of a week for the stock market. @GuyAdami, @RiskReversal, and @dmoses34 will break down the action into the close. Set reminders for 3pm 👇twitter.com/i/spaces/1yNxa…7
Retweeted by Dan Nathan 🚨🎙️@GuyAdamiam@RiskReversalsal &am@dmoses34s34 discuss the downright scary price action in this stock market 📈📉 & how to navigate the volatil@EconguyRosieRosie joins to talk bear markets, recessions & what it would take to make him bullish
Sponsore@CMEGroupG@iconnections2ions2
Retweeted by Dan Nathan 🚨 🚨 🚨 The stock market is getting hit hard today. Tune into MKT Call at 1p@GuyAdamiami a@RiskReversalsal will discuss how to navigate the selloff $SPY $QQQ
Sponsored @FactSetSet
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Retweeted by Dan Nathan Rosie, the man, the myth, the legend is joining us soon for a very special bear market/recession edition of @OnTheTapePod (will drop tomorrow am).
Who's got a question for him?
He is one of my first reads every morning:
app.rosenbergresearch.com/sign-up/custom… twitter.com/EconguyRosie/s…
Great conversation with Dan Nathan @RiskReversal about the #OpenWeb & some hot topics in the tech space ... and yes, I do think @taboola will be integrated into every car, TV, and fridge over time #NewsAsAService twitter.com/OkayComputerPo…
Retweeted by Dan Nathan "Reed, you have to give me a call."
Taboola CEO @AdamSingolda explains the huge upside of $NFLX & co-CEO @reedhastings jumping into ads.
Listen to the full episode: apple.co/3JZ3uNV
Sponsored by @current
Supported by @MasterworksIO @taboola
Retweeted by Dan Nathan This week on #InTheMoney with @Fidelity, we examine the big takeaways from today’s Fed announcement. I detail a trade idea for an industrial sector ETF and roll up a bullish trade idea from April in an ETF that tracks the U.S. dollar.
go.fidelity.com/7gs8ye twitter.com/fidelity/statu…
Podcasting with friends! @AdamSingolda joined me to discuss his founder journey, and all the fun that comes with being a newbie publicly traded CEO!
+@rick and I discuss how the Fed may be able to thread a needle and deliver a soft landing in their battle with inflation. twitter.com/okaycomputerpo…
👏It's👏Fed👏Day@GuyAdamida@RiskReversalrsal &a@LizYoungStrattrat are going live at 1pm to discuss:
-The Fed (duh)
-What's different this time
-Earnings disaster dujor $LYFT
-High valuation stocks
Sponsored@FactSett@SoFiSoFi
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Retweeted by Dan Nathan 🆕👌🖥️@RiskReversalrsal &a@rickrick on the Fed's potential to overcorrect, the Niedermayer market still dead, and crypto projects divorced from realit@AdamSingoldaolda on $NFLX embracing ads & $TWTR's moderation future w/Elon
Sponsored@currentrent
Supported@MasterworksIOk@taboolaoola
Retweeted by Dan Nathan Danny’s Derby Pick to Click on @BreakingEvenPod with @nedmichaels @TheCoachrules @GuyAdami twitter.com/dmoses34/statu…
👏 MKT Call is live at 1pm.@GuyAdamii &@RiskReversall will discuss:
- Stocks ahead of the Fed
- Volatility around rate hikes
- Key levels for#goldd and the#dollarr
- $AMD and $SBUX earnings preview
Sponsored by@CMEGroupp
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Retweeted by Dan Nathan wait, is this bullish or bearish for @SpaceX?? we are obviously already an interplanetary species.
Fixed it.
.@MelissaLeeCNBC reportedly quit 'Fast X' @CNBCFastMoney because of @GuyAdami
"Adami shows up late to the set. He doesn’t know his lines. And he shows up out of shape” twitter.com/CultureCrave/s…
Bad news, good price action!
@timseymour and @RiskReversal break down the market's reversal & debate whether stocks have found a bottom. Is this the beginning of a bigger move higher?
Retweeted by Dan Nathan My god, this show. Thank you, Los Angeles. The entire Airborne Toxic Event live at the @Greek_Theatre is available on demand on Medici: medici.theairbornetoxicevent.com
Retweeted by Dan Nathan 📉�@RiskReversalal an@CarterBWorthth discuss the $SPY as the S&P 500 posts its worst start to the year since 1939
Watch the full episodeyoutube.com/watch?v=WSUepl…65
Sponsored b@FactSetet
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Retweeted by Dan Nathan 🚨 Tune into MKT Call at 1pm!@RiskReversall &@CarterBWorthh will discuss:
- The market selloff
-#Goldd ready to shine?
- Huge week for the Fed
- $AMZN vs $FB
- Ford's dead decades $F
- $EXPE earnings
Sponsored by@FactSett
Powered by@OpenExchangeTVVtwitter.com/i/broadcasts/1…m
Retweeted by Dan Nathan Incredibly compelling interview of @DanBenton by @RiskReversal … especially for where this market is. (Plus a productive way to kill 3.5 miles of my daily 4+ mile routine.) twitter.com/OnTheTapePod/s…
Retweeted by Dan Nathan "The dollar is the wrecking ball right now...I can't see how it significantly comes off" -@soppstu on the dollar trading near 20-year highs
Listen to the full episode with Stuart, @RiskReversal, @GuyAdami & @dmoses34 apple.co/39jTCAX
Sponsored by @CMEGroup @iconnections2
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