Despite being geographically very distant from each other, South Korea and Germany are, in reality, more similar economically speaking than everyone thinks. Both countries appear “very safe” considering the very low public debt-to-GDP ratio they both showcase: 46% for South Korea and 62% for Germany. What if we add private...| JustDario
At the beginning of the year, something very interesting happened around SMCI that no one, including myself, paid attention to: despite the stock hitting an all-time high of $118.81 (post-split) on March 13th and falling hard to $75 in just a month, Wall Street analysts kept increasing their target prices...| JustDario
Have you noticed how more and more people are distancing themselves from S(c)am Altman? Microsoft’s CEO, who according to his own words “bet the farm on OpenAI”, is the latest high-profile figure showing signs of frustration towards OpenAI’s CEO, despite his best efforts to hide them. Who can blame him?...| 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
After markets closed on December 23rd, MicroStrategy shocked the world by filing a proposal to increase its number of authorized Class A shares by a staggering 10 billion, equivalent to approximately 97% dilution for current shareholders (SEC Filing). Crazy, isn’t it? Indeed, but there’s definitely more to this than meets...| JustDario
As I write, “Fartcoin” is worth more than HALF A BILLION USD, and many observers are shocked by the meteoric rise of this crypto meme coin. Why are people willing to pay to buy Fartcoin? The answer is very simple: there is so much excess liquidity sloshing around in the...| JustDario
The past 4 years of the US Biden administration have been disastrous, to say the least, but that isn’t the whole story. In many articles, I did my best to highlight how financial criminal activity was running wild and in plain sight, with authorities turning a blind eye to it....| JustDario
If you think that the semiconductor stocks bubble popping will mark an end to the speculative mania, I am afraid that won’t happen for 2 reasons: How are institutional investors going to reposition? As I already anticipated long ago, they will keep rotating into financial stocks and Bitcoin: Don’t believe...| JustDario
