Last Friday, a few minutes after the Tokyo stock exchange closed for the week, news about Shigeru Ishiba winning the LDP party leadership elections, making him virtually the next Prime Minister, jolted Japan’s futures and FX markets. Why did Japan stock futures crash more than 7% after the news? Because…
Month: September 2024
HERE COMES THE PANIC – BUT NO WORRIES, IT WILL BE VERY SLOW AT FIRST
A piece of breaking news like this one should have sent markets into panic mode: “China Weighs Injecting $142 Billion of Capital Into Top Banks“. However, due to a boiling frog syndrome that is trapping the vast majority of the public, both retail and professional, no one is feeling the…
A BIG BANK IS ON LIFE SUPPORT, CHINA KNOWS IT AND IS PREPARING TO WITHSTAND THE SHOCK – IS THIS BULLISH?
This current historical period for markets is one of a kind, isn’t it? Surely when it comes to the dissemination of fake and misleading news. This is the set of policy measures the PBOC announced yesterday in support of the Chinese economy: All the policies above except one were in…
IS THIS BLACKROCK’S MASTER PLAN FOR BITCOIN?
BlackRock’s spot Bitcoin ETF (IBIT) has been by far the most successful ETF launch in the firm’s history and with ~22.5 bn USD of AUM already is set to surpass the established iShares IAU Gold ETF (~31bn$ AUM) in the near future. However, why does a firm that manages ~10.6…
[PODCAST] JustDario Cigar Time – Episode 2
TLDR: My read on FOMC and BOJ actions, the SMCI elephant in the room and what BlackRock sponsored Bitcoin narrative signals. Subscribers only, log in to listen the podcast. TRANSCRIPT Hello everyone, and welcome to the second episode of JustDario Cigar Time. I’ve just picked up my cigar, so let’s sit…
FED ACTION TODAY MARKS THE BEGINNING OF THE END OF THE FIAT MONETARY SYSTEM EXPERIMENT
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…
WHAT IF BANKS ARE COORDINATING WITH THE FED TO LIQUIDATE TENS OF BILLIONS OF TROUBLED JPY CARRY TRADE POSITIONS?
What’s currently happening in markets makes little sense, to say the least, but lately, I received several interesting comments on my posts and articles that brought back memories of my time on the trading floor. One comment last week pointed at the usual practice (an open secret) between banks of…
SMCI – THE NUCLEAR NOTHING BURGER THAT CAN EXPOSE NVIDIA SHENANIGANS
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…
HOW LONG WILL THIS BUBBLE LAST? IT LOOKS LIKE TILL Q1-2025
“How long will this bubble last” is a question I receive constantly although lately, the frequency has been increasing. My usual answer is “I am afraid, it is impossible to tell”, however I struggled to remove this thought from my mind so I decided to give it a try and…
[PODCAST] Justdario Cigar Time – Episode 1 *subscribers only*
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