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
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
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
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
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