BlackRock’s spot Bitcoin ETF (IBIT) has been by far the most successful ETF launch in the firm’s history and with ~22.5 bn USD of AUM already is set to surpass the established iShares IAU Gold ETF (~31bn$ AUM) in the near future. However, why does a firm that manages ~10.6...| JustDario
TLDR: A walk through my personal investments and their rationale| JustDario
THE GREAT PARADOX – BECAUSE OF DECADES OF RECKLESS QE, CENTRAL BANKS SHOULD HIKE RATES TO SAVE THE *REAL* ECONOMY NOT THE OPPOSITE| JustDario
Two weeks ago, traders assigned a 60% probability to a FED emergency rate cut, potentially up to 75 basis points. Let me stress this point: an emergency rate cut isn’t an ordinary one. What was the “emergency” that required such a swift and powerful action from the FED two weeks...| JustDario
To be completely honest, when I saw what happened today in the first minutes of trading in the Japanese stock market, my jaw dropped to the floor. I could not believe my eyes, literally. The outcome of Japan’s elections has been quite bad, with the government in charge effectively now...| JustDario
How is it possible that Deutsche Bank’s provisions for credit losses related to Commercial Real Estate (CRE) loans DECREASED by 34% compared to Q2-24? No, I am not joking; it is right there hidden in the fine print of the bank’s Q3-24 report as you can see below. Furthermore, “The...| JustDario
A few days ago in “EXPOSING THE ILLUSION: HOW MODERN ECONOMICS FUELS WEALTH INEQUALITY AND ZOMBIE MARKETS,” I discussed how current economic theories, often used to guide market decisions, are being contradicted by the actual results they produce. Right now, many are puzzled by how the USD, US yields, and...| JustDario
SECTION 899: THE NUCLEAR TARIFF| 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
