The Friday Night Dirty

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThe band is back together this week as the guys go around the horn on many issues. Will the next bear market be 'wicked?' See what the guys think.And, Amerigo (ARREF) and FactSet (FDS) hot takes plus shorting NVIDIA and so much more.It's all on 'The Friday Night Dirty' this week.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comWhen Danny is away.....Vinne and Porter will....do their best Mike and the Mad Dog impression from the WFAN days.How? By answering your questions. Spoiler alert: they answer lots of them! More than an hour’s worth. Luckily, it’s an hour well spent. Enjoy and have a great weekend.

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comThis week’s Friday Night Dirty podcast kicks off with a sharp take on the latest jobs report and what it signals for the markets heading into fall. Vinnie unpacks the policy drivers behind Fannie and Freddie’s latest moves, and we talk through through recent action in AEO and Lululemon. Plus, an update on Sable Offshore and if the White House declares …

This is a free preview of a paid episode. To hear more, visit whatarewedoingonthedesk.substack.comHot takes on gold, uranium, coal, NVIDIA and so much more on this inaugural edition of the pod.

The gang is back together and spending lots of time figuring out how to provide value to you. Thanks for coming on the journey with us. And yes - we have lots of great stuff to come. Teaser alert - a big surprise coming from back in 2007 for our paying subs! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit whatarewedoingonthedesk.substack.com/subscribe