I’ve spent over a decade living in Hong Kong, regularly traveling through Mainland China—except during the Covid-19 period, for obvious reasons. While many foreigners left, I stayed, immersing myself in the region’s culture and economy. This unique vantage point gives me direct access to life in China, unfiltered, while staying...| JustDario
Daily post about finance and breaking news| JustDario
CHINA STOCKS – IS THE BOTTOM IN?| JustDario
TLDR: A walk through my personal investments and their rationale| JustDario
By now we know that US BLS data are totally unrealistic for anyone who lives in the real world. My goal in this article is to demonstrate how, after 2020, the BLS has been literally making up numbers that go against any law of statistics. First of all, let’s start...| JustDario
Victory lap after victory lap, my sincere congratulations to all those who jumped onto this rally. Just remember profits only become real once you cash out, but clearly, this is not on anyone’s mind at the moment. Let me share a story with you first: I landed in Hong Kong...| JustDario
This current historical period for markets is one of a kind, isn’t it? Surely when it comes to the dissemination of fake and misleading news. This is the set of policy measures the PBOC announced yesterday in support of the Chinese economy: All the policies above except one were in...| 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
“Higher stock prices will boost consumer wealth and help increase confidence, which can also spur spending. Increased spending will lead to higher incomes and profits that, in a virtuous circle, will further support economic expansion.” This is how on the 5th of November 2010 the almighty Ben Bernanke himself was...| JustDario
