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” whatarewedoingonthedesk.subs…

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.

The theme for this week's "Dirty" is "Follow The Yellow Brick Road" ($GLD) as Bessent (The Wizard) & Warsh (The Lion) play their roles. @VD718 examines $CVNA economics & @Seawolfcap discusses $ARGT $GLNG $VIST $YPF $EPD $MPLX $ET & we make a @nyjets bet. whatarewedoingonthedesk.subs…

OUT NOW - these brothers generated returns double the S&P 500, here are the stocks they own now in robotics, SpaceX suppliers, optics/networking, and a data center turbine play no one's looking at. A few things @pernasresearch thinks: -open AI weights are bullish*, actually -Upwork will thrive, not just survive, in AI era (literally opposite of what market's pricing in rn) -They like Tenable $TENB (cybersecurity): growth is about to accelerate and trades cheap to $PANW $CRWD etc -Meta's a bad long now (they owned from ~$90 to ~$700 btw) $META -Stablecoins aren't really "a thing": they prefer Wise and Remitly as crossborder money movement fintechs $RELY $WSE $WISE.L Apple podcasts.apple.com/us/podcas… Spotify open.spotify.com/episode/586… YouTube piped.video/watch?v=cUO79k97… Pernas Research (20% discount): pernasresearch.com/register/… Notes: "returns double since S&P 500" audited track record since 2017 of 32.19% gross pa vs SPX of 15.47% 20% discount is for quarterly subscription, discount lasts for one year *Dean & Deiya Pernas think open AI weights are bullish for AI infra (data centers, semis, hyperscalers, power, etc), not great for the actual LLM companies though

Fun post-Warsh presser conversation with my friends Danny (@dmoses34), Vinny (@VD718), & Porter (@Seawolfcap) last night👇 My ribs are still a little sore from laughing at Vinny's innovative solution to the US' fiscal problem (draft >65-year-olds & storm Canada😂!) Thx guys!

In this week's "Friday Night Dirty", @Seawolfcap @VD718 & myself discuss $TSLA $SPCX $GOOG $AXP $COF $SLB #FED #BOJ #RATES #OIL as well as an event we attended in Chicago which puts everything in perspective.. Investors Feel The Sting | Friday Night Dirty open.substack.com/pub/whatar…

Note published today on our Substack...this might be @VD718's best paragraph ever when describing the investment activity coming out of D.C.: "This hyper-transactional approach mirrors the fictional governing dynamics of Bruce Wayne’s hometown. In Gotham, public policy is rarely an ideological pursuit; rather, it is a series of monetization events negotiated in backrooms where the city’s elite leverage the law for personal or factional gain. The oligarchs of Gotham view (often self-created) civic volatility and instability not as a crisis to be solved, but as a spread to be traded." whatarewedoingonthedesk.subs…

Early drop of the "Friday Night Dirty" from our "What Are We Doing?" Substack. @VD718 dials in from Cali after a visit to $GLASF & shares his thoughts. @Seawolfcap says it's time to nibble on #energy ($TDW) & we opine on Warsh's first #FED meeting as Chair whatarewedoingonthedesk.subs…

We wrote a note on Substack: "How I Use Kalshi" (for both information & trading). Infrastructure is being put in place to allow Institutional Investors to begin trading event contracts & we run through a few trading scenarios. @Kalshi @Seawolfcap @VD718 whatarewedoingonthedesk.subs…

Final Trades! Here's what @grassosteve @dmoses34 Dan Nathan and @guyadami are trading. $BA $JETS $PLTR $CLF cnbc.com/video/2026/05/28/fi…

We have a free Substack follow up on $GLASF today. The stock is up 50% from our November report. Positive and negative feedback welcome. whatarewedoingonthedesk.subs…

We (@Seawolfcap @VD718) reunited w/@CarterBWorth for another edition of "Bourbon & Charts". Some interesting takeaways as the "Chart Master" did his thing. We took ticker requests from whatarewedoingonthedesk.subs… & then the bourbon kicked in: $SOXX $NVDA $XRT $CCJ $PCT $CF $FLUT $GLD $SLV $XOM $NKE $CVNA and more....

OUT NOW - @ed_fin on historic squeeze in shipping: -Why tanker rates soar 2-10x+ on Iran War🛢️ -Strait re-opening = "feeding frenzy"; if not "crisis"⚓️ -Routes/vessels/stocks best poised 🚢 Apple🔊shorturl.at/IFwJ5 Spotify📽️shorturl.at/RqUgE

We had a fun time writing this one. Always a song or movie in our heads that relates to something in the markets and this one has both...@Seawolfcap @VD718 whatarewedoingonthedesk.subs…