Macro Musings by Danny D
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2026 Macro Preview: Groovy
The 1960s Parallel
Dec 21, 2025
•
Danny Dayan
23
4
2
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Carney's Gamble
Canada's Geopolitical Play is Risky
16 hrs ago
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Danny Dayan
2
4
Crypto Model Updates
Last week, I noted how the model values were falling sharply and thus a cautious stance was preferred.
Feb 17
•
Danny Dayan
4
1
Tightening
Week Ahead - Feb 17-23
Feb 15
•
Danny Dayan
9
4
Crypto Regime Change
Last BTC update was a stopout, taking the strategy to 14/21 hit rate since live trading.
Feb 10
•
Danny Dayan
7
4
The Good, The Bad and The Ugly
Week Ahead Feb 9-13
Feb 8
•
Danny Dayan
11
Most Important Chart in World...Again
If you search through the archives, I have sent this chart before as my bible for VAR shocks.
Feb 6
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Danny Dayan
7
1
Deleveraging
On Sunday, I asked whether this would turn into a broader VAR shock.
Feb 5
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Danny Dayan
21
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Macro Musings by Danny D
Thoughts about Macro, Markets and Option trading strategies
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