The Prometheus List

Danny Dayan

We continue to share our list of trusted research providers.

As a refresher: The firms and individuals on this list provide some combination of data, insight, acumen, or experience that we cannot systematically replicate internally. We regularly examine their work and use it as a lever to improve our own. We engage with these perspectives to sharpen our thinking, stress-test our frameworks, and expose blind spots that inevitably emerge in any systematic approach. In some cases, we agree. In others, we do not. Both are valuable. What matters is that each contributes something distinct, whether data, perspective, or methodology, helping us build a more complete picture of an ever-evolving investment landscape. By sharing this list, we hope to provide readers and clients with a guide to the best independent research providers to use when deciding how to allocate their attention and resources. We share the next name on The Prometheus List: Danny Dayan.

Macro Musings by Danny D

Danny offers an adaptive framework approach to macro. Using a litany of models, signals, and historical studies, Danny seeks to create a cohesive picture of what’s driving markets in order to trade the big themes. Macro Musings has all the models and experience available on the sell-side, along with the judgment of when and how to use them on the buy-side. In addition to his macro frameworks, Danny also has significant experience with derivatives-based expressions of macro views, which are essential to a professional macro investor’s toolkit. If you’re looking for a truly independent macro framework, weaponized with convex exposures— Macro Musings is for you.

You can find the full (and expanding) list below. We will continue to release names periodically.

Until next time.