More than a month ago in “WHY MAKING AMERICA GREAT AGAIN IS SUCH A BAD NEWS FOR MANY (GREEDY) US INVESTORS” I warned about how those companies that would suffer the biggest impact from US tariffs on foreign countries were, paradoxically, US companies. Why? Companies like Apple spent years building...| JustDario
TLDR: A walk through my personal investments and their rationale| JustDario
Yesterday, I spent the evening with a good old friend, now a senior manager in a big financial firm, whom I will label as “Manager X” going forward. I believe some parts of our conversation will be interesting to everyone, my summary below 🙏🏻 1 – Why is there no...| JustDario
SECTION 899: THE NUCLEAR TARIFF| JustDario
Last week I wrote the provocative, but substantiated, “THIS IS NOT 1987, 2000, 2008 OR 2020, BUT A WHOLE NEW MARKET MONSTER” with the main goal of bringing to everyone’s attention how the current financial market is presented with many “unknown unknowns.” Today it’s worth looking a little deeper in...| JustDario
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY| JustDario