Co-founder of Seawolf Capital- Binghamton University Alum- Mets, Jets and Value Investing Go Hand in Hand
Joined June 2012
- Tweets 2,547
- Following 2,701
- Followers 16,298
- Likes 18,583
43 Photos and videos
Jun 3
I think Danny is on to something with potential uses of predictive markers for institutional investors-
Jun 3
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
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May 29
Huge thanks to @dmoses34, Melissa and the Fast Money crew for the monster shout out! Agree @GuyAdami, my Mets need help
May 28
Final Trades!
Here's what @grassosteve @dmoses34 Dan Nathan and @guyadami are trading.
$BA $JETS $PLTR $CLF
cnbc.com/video/2026/05/28/fi…
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May 28
Great movie- didn't know it can be a lesson in supply chain economics
May 28
We have a free Substack follow up on $GLASF today. The stock is up 50% from our November report. Positive and negative feedback welcome.
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May 13
Thank you CBW for joining us and sharing ideas- Your hair still looks spectacular BTW.
May 13
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....
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Apr 17
Sergeant Hulka paid us a visit for today's "Dirty" & as @VD718 wrote on @Substack, there are many reported cases of "Bullmonia" out there. We give out some gold related picks & @Seawolfcap states that there is hope for @nyjets in 2026 (until the draft)
open.substack.com/pub/whatar…
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Apr 4
Well done Jack- uncanny knack of getting the right person at the right time right time
Apr 4
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
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Apr 1
'We going to be on the cover of Rolling Stone magazine man'- Great Padilla's Corner!
Apr 1
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
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Mar 24
open.substack.com/pub/whatar…
Borrowing a character from that other Adam McKay flick to explain our thoughts on selling/trimming positions. @dmoses34 @Seawolfcap
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Mar 20
Enjoyed getting yelled at for saying something slightly positive about TSLA- expecting a solid code red!
Mar 20
This week on the WAWD “Friday Night Dirty” (March Madness Edition) @Seawolfcap @VD718 we try & make sense of the markets & hone in on the macro: #Oil #Rates #FED #GOLD #Stagflation & some micro: $TSLA $SOFI $RKT & what the relaxation of bank regs might do
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Mar 20
I sense something; a presence I've felt since....
Mar 20
"The same banks that helped build the private credit boom are now building the tools to bet against it". lol nice
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Mar 6
Great to have @Seawolfcap back for this week's "FND" on our WAWD @Substack. We discuss the impact of the war in Iran on the economy & markets & share some thoughts on $CVNA $AXP $APO #GOLD #ENERGY $RVI #privatecredit #AI etc. @VD718
(my mic wasn't right)
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Feb 27
Thanks for having me on Phil- felt like I was between the ferns
Feb 27
Vinny is the man
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Feb 25
This was a fun listen- two OGs talking shop- well done
Feb 25
Should you avoid crypto? | Episode 47 for the whole story. Link in bio 🎧
#TheRealEismanPlaybook #FinancePodcast #InvestingInsights
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Feb 11
Love using music to express our market views-Our latest piece attached. For some reason, I have the Thompson Twins 'Doctor, Doctor' in my head this morning. Enjoy! whatarewedoingonthedesk.subs…
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The Substack feed is like what Fintwit was in 2016-2020.
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Feb 2
A solid retort Danny!!
Feb 2
I just posted a retort to @VD718's note from last week on our Substack. Something that Vinnie used to utter on the desk that would annoy @Seawolfcap and myself to no end!!!
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Jan 31
Can't say I am a fan of Warsh as pick for Fed Chair (generally don't like any central banker but for Hoenig and Volcker) but I have to say the people who really hate Warsh makes me want to like him. My word the Keynesian/bailout think tank are up in arms.
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Jan 23
Nice Mug Shots!
Jan 23
Looking forward to the premiere of The Danny Moses Show tonight @scrippsnews at 7PM sponsored by @Kalshi. Of course my first guests had to be @Seawolfcap @VD718 & we touched on some of our favorite topics #FED #GOLD & @kalshi ways to express them. Tune in scrippsnews.com
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Jan 12
Can someone ask @grok why Apple didn't choose Grok? I thought they were the best?
Jan 12
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Jan 7
This was a lot of fun and value added- technical analysis has become a big part of our investment process- The bourbon makes it more entertaining
Jan 7
I definitely recommend watching the "video" of this episode as the Chart Master @CarterBWorth works his way through dozens of tickers! @Seawolfcap @VD718 and myself took ticker requests from our "WAWD" Substack community & there were definitely some surprises and lots of bourbon!
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