Dan Greenhaus (@dangreenhaus) 's Twitter Profile
Dan Greenhaus

@dangreenhaus

Strategist, former CNBC contributor, music, music, Phish, sometimes right, sometimes wrong, never in doubt

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calendar_today30-01-2011 22:23:07

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It’s a shame that it does not go without saying that American Capitalism has been the greatest force for good in world history. Daniel S. Loeb is correct (of course).

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The public hates it and it appears difficult to implement, but every artist should embrace dynamic pricing. The secondary market only exists if the primary market is mispriced. Every single band/artist is leaving money on the table and subsidizing other people/businesses.

The public hates it and it appears difficult to implement, but every artist should embrace dynamic pricing. The secondary market only exists if the primary market is mispriced. Every single band/artist is leaving money on the table and subsidizing other people/businesses.
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I’m really enjoying this whole WWII debate about who was “really” the good/bad guys. I’m learning a lot from people who appear to have studied the military history of two separate planets; Earth 1 and Earth 2.

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*FED'S WALLER: CURRENT BATCH OF DATA 'REQUIRES ACTION' *WALLER: IF APPROPRIATE, WILL ADVOCATE FOR 'FRONT-LOADING' CUTS One of the intellectual leaders on #FOMC appears to be saying he's going to push for a 50 bp cut at the next meeting. Nick Timiraos Steve Liesman Sara Eisen

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Be honest, if I told you that #artificalintelligence plays such as $AMD, $AVGO, $NVDA, $VRT, $TSLA, $META, $AMZN, $MSFT, $DELL would be down this much, would you have said the $SPY would be down less than 5%? I doubt it.

Be honest, if I told you that #artificalintelligence plays such as $AMD, $AVGO, $NVDA, $VRT, $TSLA, $META, $AMZN, $MSFT, $DELL would be down this much, would you have said the $SPY would be down less than 5%? I doubt it.
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Not that long ago, I was assured the surge in Ch 11 filings was a harbinger of economic doom. Never mind that the index eligible default rate (loans and/or bonds) was relatively muted. I imagine those same people today would look optimistically upon the drop in filings, no?

Not that long ago, I was assured the surge in Ch 11 filings was a harbinger of economic doom. Never mind that the index eligible default rate (loans and/or bonds) was relatively muted. I imagine those same people today would look optimistically upon the drop in filings, no?
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I was on CNBC's Closing Bell discussing this issue. I mentioned that many well informed people were making the case for a 50bp cut on the idea the Federal Reserve was offsides with respect to inflation + economy. Here's 3 such examples RenMac: Renaissance Macro Research as well: youtu.be/p4h-3jHWPXk?si…

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Two things. First, yes, the #FOMC has cut rates when the $SPY was at/near record highs. 2007 saw exactly that. Second, there's a lot of tables showing how risk assets perform after the first cut. Averages are misleading. The growth backdrop is all that matters. Its not rocket

Two things. First, yes, the #FOMC has cut rates when the $SPY was at/near record highs. 2007 saw exactly that. 

Second, there's a lot of tables showing how risk assets perform after the first cut. Averages are misleading. The growth backdrop is all that matters. Its not rocket
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Yes, the long term nominal return for the S&P 500 is ~8% which makes this year's 20% gain much better than average. However, that's the average return for all years. Average return only for years in which the $SPX is higher is closer to 17%. Michael Santoli

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It says something about Baseball's unfortunate decline amongst the public that this particular game, let alone this guy's season, isn't the biggest sports story.

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This implies the S&P 500 is up ~5% one year from now. Since 1960, the median gain one year forward on any given day for the $SPX is ~10% and 65% of the time, the index's one year gain is greater than 5%.

This implies the S&P 500 is up ~5% one year from now. Since 1960, the median gain one year forward on any given day for the $SPX is ~10% and 65% of the time, the index's one year gain is greater than 5%.
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I forgot to mention I sat down with my friends RiskReversal Media Danny Moses and Guy Adami that including a good section on the resiliency of the bear case and those who advance it. I think its worth a listen but admittedly, Im biased.

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As the #election closes in and in the wake of the just released #JobsReport, this remains one of the most important labor market charts of which to be aware. Yes there are lots of jobs but they are disproportionately going to foreign born workers rather than native born.

As the #election closes in and in the wake of the just released #JobsReport, this remains one of the most important labor market charts of which to be aware. Yes there are lots of jobs but they are disproportionately going to foreign born workers rather than native born.
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It was great to meet Sam Ro 📈 in person and always fun to sit with Downtown Josh Brown and Michael Batnick on the The Compound podcast. Hopefully it’s not the least entertaining #Podcast you listen to this week. If it is, blame Batnick.

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I get that $AXP caters to a higher income consumer so this isn't totally surprising, but there doesn't appear to be much stress here. They continue to highlight strength in the Millennial/GenZ customer and based on the stock chart, investors like what they see (in general).

I get that $AXP caters to a higher income consumer so this isn't totally surprising, but there doesn't appear to be much stress here. They continue to highlight strength in the Millennial/GenZ customer and based on the stock chart, investors like what they see (in general).
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Much is being made of the Goldman forecast for 3% equity returns in the coming decade. Obviously this is provocative but its important to remember the old adage, Its tough to make predictions, especially about the future. Many will recall the post crisis period and the idea of a

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Upward revisions to growth forecasts continue in the latest Bloomberg survey of economists. Now that economists are always correct; they're not. But the idea of a recession keeps getting pushed out and out and out.

Upward revisions to growth forecasts continue in the latest <a href="/business/">Bloomberg</a> survey of economists. Now that economists are always correct; they're not. But the idea of a recession keeps getting pushed out and out and out.