Everyone is now watching long-term government bond yields going through the roof, from Japan to the UK, from France to the US. A few months ago, Wall Street’s analysts’ expectations, along with those of many other “experts” (that I am not sure how they can be defined as such, considering...| JustDario
No, I am not going to begin talking about what happened yesterday with ASML. Before we get there, we need to start from the 11th of October when this article (of course totally ignored by MSM and Social Media busy broadcasting the latest phenomenal predictions Jensen Huang was spitting out...| JustDario
3 months ago, in the article “CHEF’S TABLE: NVIDIA,” I already highlighted how Nvidia’s sophistication in cooking its books reached a remarkably high level. At that time, thanks to fresh disclosure in its report, not only did we manage to figure out the whole structure Nvidia, with the support of...| JustDario
The first time I talked about CoreWeave was more than one year ago in “IS MAGNETAR CAPITAL BLOWING AIR INTO THE NVIDIA (PONZI) SCHEME SO THEY CAN BET ON ITS IMPLOSION?” when I described how the hedge fund Magnetar Capital’s investment in CoreWeave had many similarities with the strategy they...| JustDario
This is it, the point where the #BOJ cannot kick the can down the road any longer has arrived. As you know, I have written many times about the #BOJ, warning of the consequences of their unbelievably reckless actions. 🚩 $JPY CARRY TRADE – THE BIGGEST FINANCIAL TICKING TIME BOMB...| JustDario
The Bank Of Japan (#BOJ) attempted to have its cake and eat it too, again, but this time, they didn’t have the luxury to do so anymore. The #BOJ had to decide which one to save between Japan’s economy and the global #stocks bubble, as we discussed last week (article...| JustDario
The USD dollar keeps strengthening and currently, the $DXY index is trading again above 105 or up ~0.77% in the past 5 days. What about the $USD / $JPY exchange rate? It’s only up ~0.14% while, instead, it should already be trading above 152, also considering the move in US...| JustDario
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
Yesterday, I posed this question: “WHAT IF NVIDIA SIMPLY TAGGED ALONG WITH A MICROSOFT AZURE SCAM PLAYBOOK?”. Twenty-four hours later, the company themselves replied to the question (I believe involuntarily), and the answer was “YES”. Please take a look at the part I highlighted from the #NVIDIA CFO commentary related...| JustDario
Since last week, while the market was distracted by the geopolitical slapping contest between Israel and Iran, both large banks (#KBE) and regional banks (#KRE) lost 5%, outpacing the S&P500 by more than 2%. JP Morgan, surprisingly, is leading the tumble, down almost 8% since releasing its Q1-24 results. Bank...| JustDario
It’s no mystery anymore. What matters to low-popularity politicians in charge of government and seeking reelection is a #bullish #stockmarket until after the election date. From #Japan to the #US, from the #UK to #Germany, what do all of them have in common? The government in charge is dealing with...| JustDario
There is no day now when we do not hear from either Lutnick, Bessent, or Trump himself a verbal broadside towards the Federal Reserve, where, let’s not forget, Donald Trump himself nominated the chairman. Why so much beef against Jerome “Burns” Powell? According to them, the FED should be cutting...| JustDario
It’s summer, and many traders are already enjoying their holidays and stock portfolio gains, which are growing every passing day, regardless of the circumstances. No matter that the underlying economies are falling more and more into a dark hole, a larger number of people are struggling to make ends meet,...| JustDario
This year alone, the total CAPEX on AI infrastructure from Big Tech companies is expected to reach 330 billion $, with Microsoft accounting for more than one-third of it, as per the latest results and projections. Where is all this money going to be spent? To buy chips and build...| JustDario
Deutsche Bank just reported earnings for its Q2-25 and, of course, everything is awesome! Needless to say, Wall Street expectations have been beaten across the board. As I write, the stock is trading 6% higher on the day. As usual, everyone read the press release, and no one took the...| JustDario
UBS just delivered another earnings expectations beat, what a surprise right? If it wasn’t for the Swiss regulator, who is aware of the bank’s real condition and doesn’t back off from asking UBS bank management to significantly increase their capital to prepare for potential significant losses (“Switzerland’s Finance Sheriff Takes...| JustDario
Bank of America (BAC) just released its Q1 2025 earnings, and if you thought past balance sheet shenanigans were wild, you’re in for another ride. Back in November 2024, in HOW BANK OF AMERICA IS HIDING ITS MOUNTING PROBLEMS BEHIND A MOUNTAIN OF REPURCHASE AGREEMENTS, we discussed how BAC heavily...| JustDario
Last Friday, #ARM closed the day at $87.19, down by 16.90% in one session. The stock overall lost 31.10% last week or $40bn in market cap. Why is this a big deal? Because #Softbank holds ~90% of #ARM and has been manipulating this stock on the upside since an IPO...| JustDario
Almost 10 months ago, I wrote the article “MOUNTING SIGNS OF LIQUIDITY PROBLEMS AMONG LARGE US AND UK BANKS” to highlight several elements pointing toward a buildup of liquidity problems in the banking sector. Three elements were particularly noteworthy at the time: Last week, something very interesting happened again: banks...| JustDario
More than 2 months ago in “TARIFF WARS: A NEW HOPE” and “TARIFF WARS: THE EMPIRE STRIKES BACK” I correctly made sense of the overall tariffs mess at the time, but I made a mistake too: I overestimated President Trump’s commitment to do the right thing in the interest of...| JustDario
Altcoin season refers to a period in the cryptocurrency market when alternative cryptocurrencies (altcoins), any digital assets besides Bitcoin, significantly outperform Bitcoin in price appreciation and trading volume. This phase is characterized by a surge in capital flowing from Bitcoin into altcoins, leading to rapid, often exponential, gains across a...| JustDario
“Why are central banks cutting rates while yields are going up? How is this possible?” This is the question many people are asking themselves at the moment. Surprisingly, those experiencing the highest degree of confusion and bewilderment appear to be institutional investors rather than retail investors. The reason is that...| JustDario
Finally, here we are with only one day left until the end of the most tragicomic US Presidential campaign ever. So far, investors do not seem too concerned about it, considering the shape of the VIX curve. Yes, some have put some hedging in place, but as you can see,...| JustDario
The past week has been incredibly interesting, to say the least. For the first time since the 2020 COVID crisis, we saw the FED Standing Repo Facility being tapped for a significant size by at least one bank (IF “EVERYTHING IS AWESOME” WHY THERE IS AT LEAST ONE LARGE BANK...| 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
Imagine a whole financial system (banks, insurances, and pension funds) that for decades never second-guessed the solvency and liquidity of its own country’s government bonds because no matter what, its central bank was always ready to show a bid in case there were no takers in the market. What I...| JustDario
While global investors are busily plucking daisy petals to decide between fear and #fomo, a (very) large elephant is crying out in pain in one corner of the globe. In a surreptitious move, #Softbank quietly rescheduled the release of their Financial Results for the entire 2023 fiscal year from the...| JustDario
As I am writing this article, SoftBank Group shares are up ~5% after the release of the latest Full Year earnings results. We know that traders nowadays only follow headlines that are carefully crafted to always deliver the most bullish narrative and hardly spend any time digging into the numbers...| JustDario
Dear readers and followers, considering all the material and inspiration provided lately by great corporate barons and myopic regulators, for fairness, I decided to write a brief guide on how to fabricate revenues so everyone can benefit from it, and not only the big corporations that can afford to pay...| JustDario
I woke up, and the first headline I saw about what had happened in the US during my sleep was “We just increased tariffs on China to 104%” from President Trump. Once again, many people were caught by surprise, even though the US President had previously warned he would take...| JustDario
Similar to Luke Skywalker taking a sigh of relief after successfully striking the Death Star, traders all around the world took a deep sigh of relief when the threat of the tariffs’ laser beam pulverizing their wealth did not materialize after a long weekend of “Black Monday is coming!” fear-mongering...| JustDario
The dominoes are now falling with brutal efficiency. In one devastating week, the U.S. government severed Nvidia’s China revenue artery while TSMC plunged a 30% cost dagger into its margins. This isn’t coincidence – it’s causation. I have warned since 2024 that Nvidia’s “AI supremacy” was a carefully crafted mirage....| JustDario
US Tariffs on China currently stand at 145% after the latest increase from the White House, while nearly every other country has been granted a 90-day pause to either negotiate a deal with the US or prepare for the tariffs’ fallout on their internal economies. On Wednesday, everyone was screaming...| JustDario
If foreign countries and companies are going to have less USD going forward, who is going to buy US debt? These past few days, I have been paying close attention to the narratives and dynamics developing around the tariffs war topic, but somehow nobody has brought attention to the crucial...| JustDario
History never repeats, but it often rhymes. Yesterday was one of those very fascinating days in which you experience so many déjà vu moments. A few hours before #Softbank’s FY2023 results, a kitty started to roar again after more than 3 years of silence (@TheRoaringKitty), and vibes from 2021 started...| JustDario
Let me paint you a picture. Imagine the U.S. Treasury announced it was buying up Amazon stock, Swiss francs, and commodities to hold as strategic reserves. Markets would go haywire. Now, replace those assets with Bitcoin, Ethereum, and a handful of other cryptocurrencies. That’s exactly what’s happening. President Trump just...| JustDario
A notification pops up on my phone about UBS’s latest earnings results and how cheerfully the market reacted, sending the stock up ~3% at the opening. As I always do, I go to the company’s investor relations website, download the latest report, and start reading. It didn’t take me long...| JustDario
“Is it possible for a bank to continue operating while being insolvent? The answer is yes, and Norinchukin Bank is the best example of it at the moment”. This was how I started my last article on Norinchukin Bank 3 months ago. This is why yesterday I wasn’t surprised at...| JustDario
That expectations and dreams today count more than reality is becoming harder and harder to deny, just as it’s becoming harder and harder to deny that companies’ management exclusively focuses on inflating their stock prices as much as possible in the short term, neglecting medium and long-term structural business growth....| JustDario
The latest Nvidia 10-K is not only remarkable for the outstanding results the company achieved in the last fiscal year, a good chunk of which are very questionable as we discussed so many times (archive), but is also remarkable for the significant amount of risk disclosures and legal disclaimers included...| JustDario
Three months ago, right after SoftBank’s quarterly results for the three months ended in September 2024, I wrote “SOFTBANK IS RUNNING OUT OF CASH, BUT NO WORRIES NVIDIA IS TRYING TO RESCUE IT,” highlighting how Masaponzi Son’s company continues to burn significant amounts of cash. However, a timely announcement of...| JustDario
From a fundamental perspective, no matter from which angle you look at it, NVIDIA should be nowhere near its current price for a number of reasons, most of which are shady, to say the least, we discussed so far: However, here we are with a 3 trillion-plus market cap stock...| JustDario
Who would have ever thought of seeing the words capitalism and communism next to each other without that being an oxymoron? The definition of capitalism is “an economic and political system in which a country’s trade and industry are controlled by private owners for profit” while the definition of communism...| JustDario
Before diving into what’s happening in the gold market, with a particular focus on the Bank of England, let me first share a broader view of the dynamics at play for better understanding. The physical gold market is where people buy and sell real gold in the form of bars,...| JustDario
The 2013 gold market crash, triggered by a sudden collapse in COMEX futures prices, exposed vulnerabilities in the global gold trading system. At that time, paper gold markets—dominated by futures contracts and speculative trading—overshadowed physical demand, creating a fragile equilibrium. Investors watched in disbelief as prices plummeted nearly 30% in...| JustDario
While doing my best to untangle the mess of the Bank of Japan (BOJ), in particular, to figure out which financial institution/s could be in danger after what happened on Monday this week, I stumbled upon something very interesting. Please have a look. This chart represents the Bank of England...| JustDario
First of all, let’s do a quick recap of how we got here: At this point, something very important happens. On the 30th of July, right after US stocks opened for cash trading, someone very big was clearly being margin called and liquidated as I warned in this post here...| 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
Have you noticed how large companies are increasingly announcing initiatives and projects without well-defined business plans or existing funding, which are expected to generate results several years in the future? Have you observed how many large companies are launching products with claimed huge sales potentials that never materialize? The beyond...| JustDario
The Mag7 earnings season is about to kick off with Microsoft, Meta, and Tesla on Wednesday, followed by Apple on Thursday. Then the focus will shift next week to Alphabet on Tuesday and Amazon on Thursday. The last Mag7 company to report, perhaps the most important by far this time...| JustDario
The Q4-2024 banks earnings season officially started with JP Morgan, Wells Fargo, Goldman Sachs, BNY Mellon, and Citigroup kicking off the “beat expectations” parade: Between one “Kumbaya!” and a “High Five!”, one small detail across all these earnings reports clashes significantly with reality: provisions for expected credit losses. Before diving...| 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
A very important event occurred on May 6th, 2022, that many NVIDIA investors are unaware of: “SEC Charges NVIDIA Corporation with Inadequate Disclosures about Impact of Cryptomining“ Let’s examine what Nvidia did, shall we? These words come directly from the SEC. As incredible as it sounds, Chief Kristina Littman stated:...| JustDario
Insurance isn’t really an area that I had much interest in, mostly because in the countries where I’ve lived, it has generally been a well-run and stable business. However, the recent Los Angeles wildfires prompted me to look into this sector in California more closely, and what I discovered is...| JustDario
China’s 10-year government bond yields have just hit a historic low at 1.64%. Despite this downward trend continuing for a while, there is still a great deal of misunderstanding about what’s happening here in the Western part of the world (with many mainstream media and social media “gurus” not missing...| 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
When you’ve spent enough time trading inside a bank and watching markets for hours a day, in my case I traded my first stock when I was 11, sometimes you’re able to spot if something suddenly starts behaving weirdly. This is exactly what happened with Morgan Stanley ($MS) in the...| JustDario
Trying to dig deep and understand what happened between the 2nd and 5th of August of such magnitude to trigger a crash in Japanese markets worse than 1987, a name kept being mentioned: “Capula”. Let me be honest, I have never dealt with this hedge fund before, and my direct...| JustDario
Let’s give a round of applause to Jerome Burns (aka Jerome Powell) for his incredible confidence in saying things like “#inflation is showing some seasonality that doesn’t change its downward trend”. First of all, can someone remind him that what he has been commenting on in the last 6 years...| JustDario
Last week, Warren Buffett officially cut Berkshire Hathaway holdings in Bank of America to less than 10% ownership of the bank. Going forward, he will not be subject to prompt disclosures applied to “insiders”. In other words, he will be able to sell BAC shares at a faster pace without...| JustDario
Yesterday was the end of the third quarter of the year, which means banks (along with brokers and asset managers) were busy “window dressing” their books to make sure they looked as good as possible by the time the quarter-end snapshot of their financials was taken. Bank goals heading toward...| 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
Everyone makes mistakes; that’s part of being human, and I make mistakes as well from time to time. The mistake I made this past week was overlooking the fact that SMCI fell into the “Large Accelerated Filers” category (wrong post here) concerning the mandatory reporting requirements the company has to...| JustDario
The FED just delivered an oversized cut with the S&P500 trading at all-time highs, signalling that, contrary to their mandate, their focus isn’t the economy anymore but to deliver the political agenda of the US Administration in charge. That the FED is now clearly solely focused on defending the stock...| JustDario
Even if everything is “back to normal” and everyone is behaving as if the events from two weeks ago were just a bad nightmare, with the VIX free-falling in a way never seen before (from 66 below 18 in 7 trading days, while every time before it took months to...| JustDario
First of all, what is Magnetar Capital (MC)? It’s a hedge fund, no wait, it’s a private equity, no actually it’s a shadow bank, ehm, what the heck is MC? It’s a very interesting combination of the three categories I mentioned above and it has been working quite well for...| JustDario
All the talk about #crypto as of late has been mostly around #Bitcoin and the #Bitcoin ETF that, like it or not, has been the most successful ETF launch ever. A while ago, I explained what the #Bitcoin ETF meant for the whole #crypto industry (“WHY A BITCOIN ETF WILL...| JustDario
I bet very few noticed this: while NVIDIA and fellow bubbly tech stocks are having quite a hard time, banks, especially large ones, are actually showing remarkable strength in the 3rd quarter of 2024. Shocking, isn’t it? Back in February when I wrote “WE HAVE NO ALTERNATIVE BUT TO RIDE...| JustDario
Another great quarter for Microsoft that beat Wall Street analysts’ expectations comfortably (what a surprise), but once again the tides turned when the management started to provide guidance on future growth that came short of what investors were expecting, sending the stock price negative almost 4% during after-hours trading. However,...| 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
Dear reader, please accept my apologies, but today’s article is going to be quite short. Why? Because in its latest quarterly release HSBC disclosed pretty much nothing relevant to truly assess its balance sheet’s strength in the 71 pages made available to the public. However, even if you can clearly...| 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
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
Let’s dive into the latest ECB press release, specifically focusing on the main reason behind their decision to cut rates by 25 basis points today: “Inflation is expected to rise in the coming months, before declining to target in the course of next year. Domestic inflation remains high, as wages...| JustDario
The U.S. Treasury yield curve is one of the most important indicators in global financial markets, serving as a reflection of investors’ sentiment, economic outlook, and central bank policy. By plotting the yields of government bonds across different maturities, the yield curve provides insight into the direction of interest rates,...| JustDario
I started to cover Norinchukin Bank many months ago already (“WHY IS THE FED PREPARING TO BAIL OUT A JAPANESE BANK? BECAUSE OF THE “NORINCHUKIN” DANGER”) and since then the situation of one of the biggest Japanese banks has become worse and worse: A few weeks ago Norinchukin released its...| JustDario
UBS reported its Q2-24 earnings, and after a brief moment of selling pressure at the open, the stock started soaring, ending the day up more than 5%. Yes, on the surface, UBS reported a net profit more than double what Wall Street analysts expected, and that was enough to feed...| JustDario
On 14 October 2008, the BOJ entered the bailout arena in full force with its “Introduction of Measures regarding Money Market Operations to Ensure Stability in Financial Markets.” Among the four “temporary” initiatives announced, the last one was the most crucial one… and remains the most crucial one today. “Expansion...| 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
On Monday last week in my preview of FOMC and BOJ policy meetings “FED AND BOJ WILL DO EVERYTHING THEY CAN THIS WEEK TO SAVE THE STOCKS BUBBLE ONCE AGAIN” I assumed the BOJ would be cognizant of the overall situation, hence I saw zero possibilities they would have hiked...| JustDario
I wonder why not many people are currently asking themselves a very simple question: “Who lost money in #Japan’s stock market crash between Friday and Monday?” One very peculiar thing about the 1987 crash is that many brokerages went bust. So how is it possible that Japan suffered a stock...| JustDario
These days there are a lot of comparisons being made with what happened in previous financial crises that unfolded after times of irrational exuberance and reckless monetary policy, but many are failing to grasp how the current situation is hardly comparable to what happened in the past for many reasons....| JustDario
3 months ago in “NVIDIA, ITS RECYCLED “#AI REVOLUTION” AND THE DARK SIDE OF IT KEPT AWAY FROM THE PUBLIC”, we already saw how the “#AI Revolution” was a PR campaign #NVIDIA tried to push already several times in the past without success. #OpenAI, a company founded on the 11th...| JustDario
NOT THE START OF THE YEAR EVERYONE EXPECTED. A “LIFETIME #BTFD OPPORTUNITY” OR BETTER TO BE CAREFUL?| JustDario
Bank of America (#BAC) published its last quarterly financial earnings on July 16, and from the 17th to the 19th, Warren Buffett sold ~34m shares of BAC, cashing out ~1.5bn USD (Buffett’s Berkshire Sells Bank of America Stock Worth $1.5 Billion). Yes, Uncle Warren still holds almost 1 billion BAC...| JustDario
Every avalanche always starts with that last small drop of a snowflake that makes the whole pack of snow too heavy to stick on the mountain. Since the #FED and fellow Central Banks joined the BOJ in the great money-printing crusade to “save the world” from COVID-19 in March 2020,...| JustDario
A few weeks ago Goldman Sachs (#GS) performed poorly in the #FED annual stress tests, and since then, the bank has been fighting against its regulator’s request to increase the capital being held on the balance sheet (Goldman Sachs faces uphill battle in dispute with Federal Reserve over stress test)....| JustDario
February 22, 2013 case number 1:2013cv01225 US District Court for the Southern District of New York Plaintiff Valentin Petrov Defendant Mellanox Technologies, Ltd. (link). “The Exchange Act claims allege that Defendants engaged in a fraudulent scheme to artificially inflate the Company’s stock price. As a result of the fraud described...| JustDario
In September 2023, I addressed for the first time the (nasty) topic of #banks’ balance sheet health in the “This time is not different” post on X. After that, I expanded the analysis to large US and European banks in “WHICH BANKS ARE AT RISK OF GOING BUST IN A...| JustDario
Today, #Norinchukin Bank is starting to be less of an obscure name compared to more than 7 months ago when the #FED quietly added it to the list of counterparts eligible to access the standing Repo Facility the central bank established with the purpose of dealing with emergency liquidity shortfalls...| JustDario
Since my first article on the topic several days ago (WHO ARE TODAY’S “NINJA” SUBPRIME LENDERS? SHOCKINGLY… PENSION FUNDS), where I focused on the fact that pension funds are shockingly the predominant buyers of “Buy Now Pay Later” CLOs, I have continued my investigation into this incredibly obscure part of...| JustDario
The #Nvidia 10-Q for the latest quarter is now out, and I have to admit the company is doing an incredibly good job in covering its back from any potential legal consequences of its actions once the incredible Ponzi scheme they are part of will inevitably collapse under its own...| JustDario