Dan Greenhaus (@DanGreenhaus) / X

Dan Greenhaus

3,728 posts

Dan Greenhaus

@DanGreenhaus

Strategist, former CNBC contributor, music, music, Phish, sometimes right, sometimes wrong, never in doubt

New York

Joined January 2011

Pinned
Dan Greenhaus
@DanGreenhaus
Aug 19, 2025
If people keep pointing to things as an obvious sign of a market top, eventually one of those will coincide with a market top and so many are going to say "see, I told you that was the market top" ignoring the 50 other signs of a market top were not coincident with a market top.
Dan Greenhaus
@DanGreenhaus
Feb 7, 2024
When I started on Wall Street, older guys on the desk all had tidbits of wisdom to share, many I never forgot. One they universally agreed with, and repeated time and time again, I share with you now; "round numbers matter" they said. "Literally the most important thing."
Dan Greenhaus
@DanGreenhaus
Jul 28, 2022
In mid-70s recession, econmy was in recession frm Nov73 - spring 75. Yet the economy *added* jobs in each of the recession's first nine months. Yes, job growth is an imprtnt indicator but alone, its insufficient to argue against recession. @JimPethokoukis @TonyFratto @IvanTheK
Dan Greenhaus
@DanGreenhaus
Mar 24, 2023
Since everyone is waiting with for the #FederalReserve H8 report, here you go. Deposits at small banks fell $108B; deposits at large banks ($250B+) rose by $120B. I don't believe, since the GFC, small banks have seen a larger outflow. @steveliesman @barryknapp @lisaabramowicz1
Dan Greenhaus
@DanGreenhaus
Nov 23, 2022
I feel like maybe this section of the @federalreserve #FOMC minutes should be getting more attention. It's pretty unusual to see this stated so plainly. @steveliesman @ScottWapnerCNBC @lisaabramowicz1
Dan Greenhaus
@DanGreenhaus
May 21, 2020
@michaelbatnick this is an actual @NewYorker cartoon that ran in the 1970s I believe. Ive saved it for years and now, thankfully, is the perfect time to break it out.
Michael Batnick
@michaelbatnick
May 20, 2020
An asteroid could strike earth tomorrow, wiping out mankind, and the stock market would be up 2%.
Dan Greenhaus
@DanGreenhaus
Dec 4, 2024
The CEO of Unitedhealthcare was shot in midtown this morning. Awful to hear. To be clear, Brian Thompson, who was killed, is *not* the CEO of $UNH which is UnitedHealthcare Group. That is Andrew Witty. Awful either way but a distinction worth making.
Exclusive | UnitedHealthcare CEO Brian Thompson fatally shot outside Hilton hotel in Midtown in...
From nypost.com
Dan Greenhaus
@DanGreenhaus
Apr 30, 2025
I realize I'm veering into Pollyanna territory but if we look at underlying GDP measures, real final sales to domestic purchasers, which excludes inventories and trade etc, grew by 3.0% which isn't amzing but is pretty darn good. This is the "right" way to look at this report.
Dan Greenhaus
@DanGreenhaus
Oct 3, 2023
China might be to blame for the rise in Treasury yields. But we should also note that cumulatively, the six other largest holders of our debt have, since Aug '17, added more to their holdings than China has shed. @lisaabramowicz1
Dan Greenhaus
@DanGreenhaus
Feb 6, 2025
On @BloombergTV now, @DivesTech is talking about $AMZN and #AI. But he's also again proving that his wardrobe budget is clearly unlimited.
Dan Greenhaus
@DanGreenhaus
Jun 20, 2019
Reminder: the Fed cut rates by 25 bps in July 1995. Not only was the S&P 500 at a record high *that day*, but the index was already up 20% for the year.
Dan Greenhaus
@DanGreenhaus
Dec 20, 2023
"A cohort of consumers that had between $2,000 and $5,000 in their accounts pre-pandemic.....they're still sitting with about $13,000 in their accounts. It has come down from about $13,400 to $12,800...but its still much higher than it was before." - Brian Moynihan yesterday
Dan Greenhaus
@DanGreenhaus
Dec 2, 2024
I was able to meet Art Cashin through @Ritholtz many, many years ago and shared more than a few drinks with him on several occasions (less than others, rest assured). He was warm, gregarious and had tons and tons of stories and anecdotes. He was a pleasure to be around.
Dan Greenhaus
@DanGreenhaus
Apr 26, 2024
To confirm, in the first quarter: - $MSFT reported 17/20% revenue/net income growth (44% operating margin) - $GOOGL reported 16/57% revenue/net income growth (32% operating margin) - $META reported 27/117% revenue/net income growth (38% operating margin) And with the broad