Welcome. This is my personal blog to talk about the markets - from portfolio management, to analyzing companies and in general sharing insights to market shifts.
A bit about me….
I was born and raised in Phoenix, AZ, lived in LA for a few years and now split my time between Puerto Rico and Phoenix. I started in this business in 2006 with Charles Schwab while still in undergrad and have worked as a: index/energy prop trader, analyst and portfolio manager in equities before launching my hedge fund and now investment firm where we help clients build their financial legacies.
Since 2020 my analyst and I have wrote a weekly market report called The LongVol Report - we track long/short ideas and provide color on the markets.
You can learn more, download a free copy and get a trial here - if you want, if not that’s cool too.
Outside of staring at screens and researching I’m a big fan of wake-surfing, smoking cigars and trolling the internet.
Getting in Touch
You can follow me on Twitter, email me or use the contact form here.
The LongVol Report is here. Get it free for 21 days and be the judge.
Thanks for reading,
Dan
TESTIMONIALS
I’ve traded the markets for a long time, and this is probably one of top market analysts that I have ever come across. The insights that Dan provides make you think but better he’s to the point and that by itself is a breath of fresh air. I’ve made a lot of mistakes from my risk management to stock selection and reading his weekly market note has also helped me to be better with that. I am thrilled with the report and hope to be a member for a long time. - Ben W., Colorado
I’ve been more of a value investor throughout the last decade until I found the report and I can tell you that it’s changed how I look at the markets entirely. Dan has the ability to make you look at the market from different angles to see where the money flow will go and as he says “to not be a retail NPC! lol!” I appreciate the pragmatic approach the report has and the patience to wait on an idea to give a trigger to get in which is new for me being mostly fundamental, but it has worked. To sum up, if you are a value investor like me there is value in the report and just hearing his thoughts on the market and the approach to generating endless ideas is amazing to witness because each have thorough reasoning and he rarely seems to miss with the market-timing piece of the research either. - Frank C., Paradise Valley, AZ
One of the best rooms and services I have found. No nonsense approach to market analysis and trading. If you have questions, you can ask and the things you will learn are incredible plus it’s a fun group to be around. Dan is very direct so you can get the hard questions answered so you don’t make mistakes which is what I personally needed to stay focused and on track to managing my account. Do yourself a favor and subscribe but be ready to actually trade because this is nothing like you will experience. -
Hey Dan, I really appreciate the insight into your thought process and risk controls that you use so well. It’s helped me a lot to stay grounded and calm during periods where the markets get volatile or when I don’t understand a certain situation so reading your daily market recap has helped.
Dan, I wanted to start by thanking you for all your hard work. I know this takes a lot of time and between your traveling and managing your fund and I know you can’t have a lot of time to do these videos week after week. So, thank you again, the service is great and has helped tremendously.
Thank you for what you are doing. I enjoy your pragmatic discussion and insights that you bring each week. You are just straight-to-the point and that is what I really like. It’s been a refreshing way to invest because you make it very clear and explain it well. Thank you once again for giving back and as you mention so much helping me to not be a retail NPC! It has helped me to take profits when otherwise the old me would have been greedy and it’s also helped me to size my trades better as I listen to your nightly video recaps which are filled with gems!
Dan, dropping you a note as you asked. First off, the report is incredible, and your insights are great. Admittedly, it took me a while to really pay attention to them like I should have been primarily because I’ve had so many that my expectations were low but listening to your nightly videos something clicked for me. Your no bullshit approach to making money in the markets is the best and your jokes about retail NPCs are hilarious! You really have a gift for this, and I know that it comes from years of working at it but very grateful to have stumbled upon this! Dave W., -
You are an absolute warlock when it comes to technical and I don’t know how you do it time and time again but it’s amazing! I’ve listened to you for years on YouTube and never really understood your rationale behind certain ideas but now that I see your reprot it makes more sense. Keep doing what you do because I need it! -
IN THE MEDIA
Business Insider – The CIO of a Hedge Fund is betting housing will drop 15-20%.
Fox Business – Warren Buffet buys DR Horton – Comments on housing likely trading lower.
US World News – Comments on Energy Markets and Oil/Gas Stocks
Bustamante & Co. Leads $1.5mm Series A for Becky Personality Juice
Hedge Fund makes nearly $1mm betting against the fall of Carvana.
