The Friday Night Dirty

Don't let Fridays do you dirty!
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The Friday Night Dirty is a Substack-exclusive audio episode for paid subscribers, delivering fast, candid takes on breaking news, market moves, and trending topics. Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more! whatarewedoingonthedesk.substack.com

  1. The Dollar Came In Like A Wrecking Ball

    26. Juni

    The Dollar Came In Like A Wrecking Ball

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The guys open the “Dirty” with a little “wrecking ball” and they are referring to the impact the strong dollar has been having on Gold and other commodities as well as the rotation we are seeing in the markets. One week after Warsh’s first Fed meeting as Chair, the guys provide an updated perspective. They touch on the Hyperscalers and how their stocks ar…

    6 Min.
  2. California Dreamin' | Friday Night Dirty Podcast

    18. Juni

    California Dreamin' | Friday Night Dirty Podcast

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com In this episode, Vinnie dials in from California fresh off an on-site visit to Glass House Brands (GLASF) and shares his takeaways. They also dissect Kevin Warsh’s first Fed meeting, reading his hawkish tone as “temporary”, and they discuss how the move lower in Oil is creating an opportunity  in energy stocks as they begin nibbling again — buying Tidew…

    6 Min.
  3. Us Donkeys In The Corner | Friday Night Dirty

    12. Juni

    Us Donkeys In The Corner | Friday Night Dirty

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com The guys bring in the Dirty this week with an REM song that Vinnie used as inspiration in a note earlier this week. They discuss the SpaceX IPO and its implications for the markets. Speaking of “Capital Markets”, PCT found itself also offering shares to investors this week, albeit with much less fanfare and skill than SpaceX.

    4 Min.
  4. The AI Black Hole Sun | Friday Night Dirty Podcast

    5. Juni

    The AI Black Hole Sun | Friday Night Dirty Podcast

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Welcome to a new and improved “Friday Night Dirty” which now includes video and hopefully better audio than before! The opening song, ‘Black Hole Sun”, describes what we (Porter) are seeing in A.I. related stocks as they suck in all the capital while other stocks and sectors are left behind, especially Crypto. This will only get worse as IPOs come to mar…

    4 Min.
  5. It's 'The Friday Night Dirty'

    1. Mai

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com A special guest pops in for the Friday Night Dirty and his voice will sound familiar…. After some Mets banter, and yes, Vinnie should be the next GM for the New York Mets (seriously), we get into Powell’s “lLast Dance” as Fed Chair and what Warsh appears to be inheriting. The guys discuss “Big Tech” earnings and why they still like Google and Vinnie share…

    6 Min.
  6. It's 'The Friday Night Dirty'

    24. Apr.

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com A special Friday morning recording of the Friday Night Dirty and the theme is “I Don’t Know”.The guys try and make sense of the markets as every headline seems to create more noise.Vinnie shares his thoughts on American Express following their earnings report and what it tells us about the U.S. Consumer.Big news out of D.C. regarding rescheduling Cannab…

    4 Min.
  7. It's 'The Friday Night Dirty'

    17. Apr.

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Sergeant Hulka pays a visit to ‘The Friday Night Dirty.’Vinnie and Porter try and give Danny a cure for his “Bullmonia” (see Vinnie’s note this week).The boys share their thoughts now that the markets are back to new highs.They give an overview of Bank earnings thus far and also share thoughts on CarMax (KMX).Gold miners continue to be a place where the…

    5 Min.
  8. It's 'The Friday Night Dirty'

    10. Apr.

    It's 'The Friday Night Dirty'

    This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.com Hello Friends!!!!A special Masters edition of the Friday Night Dirty from a Substack “unlike any other”.The Masters golf tournament has been a nice distraction but the guys do their best to break down what they believe is moving markets.While most of the focus has been on the “Macro” there is plenty to focus on in the “Micro” as stock picking is back in…

    5 Min.
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Info

The Friday Night Dirty is a Substack-exclusive audio episode for paid subscribers, delivering fast, candid takes on breaking news, market moves, and trending topics. Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more! whatarewedoingonthedesk.substack.com

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  • Erstellt von
    Don't let Fridays do you dirty!
  • Jahre aktiv
    2025 - 2026
  • Folgen
    39
  • Bewertung
    Unbedenklich
  • Copyright
    © Danny, Vinnie and Porter
  • Sendungswebsite
    The Friday Night Dirty

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