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• WHAT ARE WE DOING? “Contrarians At The Gate”

  WHAT ARE WE DOING? (WAWD) is the Substack newsletter where Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more!

  11 posts · contributor

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• Following The Yellow Brick Road

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-08-21

• An Economic Epiphany from an Obscure Setting

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-08-17

• Out of Touch, (Running) Out of Time?

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-08-14

• ON THE TAPE with Sonali Basak

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-08-12

• Domo Arigato Mr. Michael Gayed | Friday Night Dirty

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-08-07

• WHAC-A-MOLE

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-08-05

• "On The Tape" with Nicole Kagan (Head of Research at Kalshi)

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-08-05

• Luke Gromen: “There's No Easy Way Out”

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-07-30

• Don’t Cry for Milei’s Argentina: Energy Boom Ahead

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-07-28

• "On The Tape" with Bob Elliott (Nonconsensus)

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-07-28

• Investors Feel The Sting | Friday Night Dirty

  WHAT ARE WE DOING? “Contrarians At The Gate” · 2026-07-24

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