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…

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…

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…

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…

In this special Thursday edition of The Friday Night Dirty we are joined by our great friend James Aitken.We have known James since he began writing “Notes From A Small Island” in late 2006 while he was working on the FX Trading Desk at UBS in London and we have leaned on James to better understand “Global Financial Plumbing” ever since.In this episode,…

Another volatile week in the markets and plenty to talk about.

Vinnie is deep in a nerd fantasy baseball draft but Porter and Danny cover it all and try to “Roll with the Changes"

The moves in rates and oil are only exacerbating the issues we were already dealing with in Private Credit and A.I. related job losses before the war.

The top half of the “K” in …

The guys do their best to sift through the noise in the markets and try and make sense of things.

One thing is certain, the current state of affairs is unsustainable and if oil stays at these levels things will get much worse.

Even Jerome Powell had his “Jeff Spicoli” (Fast Times at Ridgemont High) moment this week when, as if speaking to Mr. Hand, said “…

The boys are without Danny this week!

Porter and Vinnie are trying to sort through the fog of war. It’s a bear/bull debate on private credit. And so much more! Enjoy!

It’s a long Dirty from the guys this week as there is a lot to discuss.

The War in Iran is having an impact on many things but none bigger than oil and the guys discuss what that means for stocks and the economy.

The lower-income consumer was already struggling to keep up with costs and now the high-end consumer might be impacted as well and the guys disc…

It’s a packed ‘Friday Night Dirty.’

The Boys are back from Miami and they give us their recap.Vinnie meets with Citrini (in a dark bar) and digs deeper on the A.I. “Dystopian” Memo released at the beginning of the week and it appears Jack Dorsey agrees (see XYZ).Open AI completes largest private funding round ever which might seem counterintuitive with a…