DB EARNINGS REPORT REVEALS HOW THE FED ISN’T THE ONLY REGULATOR HELPING BANKS TO HIDE THEIR LOSSES| JustDario
As you know, I have been investigating US real estate, especially #CRE, since early last year (JustDario). Nowadays, the ginormous bubble popping up while #stocks keep hitting new ATH records is not a secret anymore. Surprisingly, despite the banking crisis that started in January 2023 and was never solved (the...| JustDario
The result of the US elections should have rung warning bells everywhere in the world, but apparently, it didn’t. Europe, Canada, Japan, South Korea – the list of economies that persist in feeding asset bubbles is long. The US is still part of it, considering the market is forcing (sorry,...| JustDario
Last week, the European Central Bank (#ECB) didn’t make a policy mistake. As we discussed in “AFTER JAPAN, NOW IT’S EUROPE’S TURN TO SACRIFICE ITSELF TO KEEP THE US MARKET BUBBLE ALIVE UNTIL THE ELECTIONS”, they simply acted to serve the US Federal Reserve (#FED) interests. The market now expects...| 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
SECTION 899: THE NUCLEAR TARIFF| 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
As you know, I recently took a trip to Germany. As always, I mixed pleasure with business, aiming to visit relatives and better understand the German real estate market. I was particularly interested in determining if the on-the-ground situation was as dire as the statistical data suggested, which I previously...| JustDario
