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
Finally, the 10-Q of Bank of America has been filed, and it is now time to check how things look in reality beyond the cheerful and “everything is awesome” press release and management call of a few weeks ago when the bank, as expected, beat market expectations (TODAY “EVERYTHING WILL...| JustDario
THE GREAT PARADOX – BECAUSE OF DECADES OF RECKLESS QE, CENTRAL BANKS SHOULD HIKE RATES TO SAVE THE *REAL* ECONOMY NOT THE OPPOSITE| 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
WHICH BANKS ARE AT RISK OF GOING BUST IN A LIQUIDITY CRISIS BECAUSE ALREADY (RIDICULOUSLY) INSOLVENT?| JustDario