Newspapers have been cheering up the “deal” this week where Softbank managed Vision Fund successfully sold ARM 25% it owned to… Softbank. In September 2020, $NVDA agreed to buy the whole ARM from Softbank at a $40bn valuation paying in cash and shares (NVIDIA), but it preferred to lose $1.25bn…| JustDario
SECTION 899: THE NUCLEAR TARIFF| JustDario
These days there are a lot of comparisons being made with what happened in previous financial crises that unfolded after times of irrational exuberance and reckless monetary policy, but many are failing to grasp how the current situation is hardly comparable to what happened in the past for many reasons....| JustDario
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY| JustDario
NOT THE START OF THE YEAR EVERYONE EXPECTED. A “LIFETIME #BTFD OPPORTUNITY” OR BETTER TO BE CAREFUL?| JustDario
WITHOUT THE FED BTFP, BANKS WILL NOW HAVE A HARDER TIME TO “HIDE TILL MATURITY” THEIR LOSSES| JustDario