Daly Asset Management

Daly Asset Management publishes sharp, data-driven macro and equity insights that help high-earning investors cut through Wall Street noise, avoid bloated advisor fees, and invest with conviction.

Energy Math Doesn’t Lie: ESG Backlash, Oil Reality, and the New Winners

Forget rate cuts — the real constraint on global markets is energy math.

Liam Daly

Sep 12, 2025

Jobs Got Whacked, Yields Rolled—and the Fed Is Cornered

Weak jobs data and mass downgrades paint the Fed into a corner, and that’s exactly what markets want.

Liam Daly

Sep 05, 2025

September’s False Dawn: Weak Jobs + Tariff Turmoil Signal Real Risk

The jobs numbers are soft, tariff rulings roil confidence, and markets are flirting with seasonal weakness — this isn’t noise, it’s your cue to reallocate.

Liam Daly

Aug 29, 2025

Powell’s Cut: Stability Sacrificed for Optics

A premature rate cut may ignite markets in the short term—but risks long-term inflation, credibility, and dollar stability.

Liam Daly

Aug 22, 2025

Tariff-Burned Rally Meets Stagflation Reality

Markets hit record highs on CPI relief, but PPI, tariffs, and structural inflation risks show the Fed isn’t out of the game.

Liam Daly

Aug 15, 2025

Data Dislocation and De-Globalization: The New Alpha Regime

When trust in data breaks, real assets and supply-chain resilience become the only durable center of gravity.

Liam Daly

Aug 08, 2025

Geopolitics, Pipelines, and the Return of Policy Risk

The data is broken. Tariffs are real. Energy Transfer LP is the kind of infrastructure Wall Street isn’t paying attention to—yet.

Liam Daly

Friday Weekly NewsletterFriday Weekly Newsletter

Aug 01, 2025

Drones, Distortions, and What Comes Next

Markets are smooth on the surface, but tension is building beneath. If you’re watching the right signals, you can already see the cracks.

Liam Daly

Friday Weekly NewsletterFriday Weekly Newsletter

Jul 25, 2025

Coal, Memes, and Megawatts: Where Smart Capital Is Heading Next

Trump’s AI and energy push is reshaping the investment landscape. Meme stocks are back, but smart capital is focused on power, not distractions.

Liam Daly

Friday Weekly NewsletterFriday Weekly Newsletter

Jul 18, 2025

AI Doesn’t Run on Ideas — It Runs on Power

Trump’s $70B energy push just reframed the AI arms race. Inflation is rising, yields are screaming, and the market’s still napping.

Liam Daly

Friday Weekly NewsletterFriday Weekly Newsletter

Jul 11, 2025

Daly Asset Management Friday Investor Newsletter

AI is priced in. But solar infrastructure, rare earths, and defense-grade supply chains? Still early. Nextracker is one of our highest-conviction plays yet.

Liam Daly