Latest / On The Tape with Danny Moses
Meeting of the Minds: MRKT Call x On The Tape
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Danny and Dan Nathan hit bank earnings and why mega money-center banks look “priced to perfection,” what tightening net interest margins and
investment banking fees signal for the broader tape, and how concentrated S&P 500 earnings and capex in the “Mag 7” create hidden risks. They run through why equal-weight indices, energy and materials could be “sponge worthy” winners if leadership broadens, and why Danny is leaning into gold, silver, miners, and an under-owned energy sector as structural plays. The conversation also tackles the proposed 10%…
The skinny
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