Apologies for the delay, but it took a while to go through the 450 pages of the $HSBC annual report. 🙏🏻 However, what I am about to show you is worth a huge bucket of 🍿 let’s go. 🚩 #1 – REPO HALLUCINATIONS According to its report, $HSBC should be…
Author: Dario
WHY ALL OF A SUDDEN ARE SO MANY HIGH PROFILE INSIDERS SELLING THEIR #STOCKS?
Jeff Bezos, Mark Zuckerberg, Jamie Dimon, the Walton family, $AMD CEO Lisa Su are just some of the high profile insiders that have been selling big chunks of their #stocks in recent weeks. If you take a snapshot of insider volumes in the last 60 days (chart 1 – credit…
THE GREAT PARADOX – BECAUSE OF DECADES OF RECKLESS QE, CENTRAL BANKS SHOULD HIKE RATES TO SAVE THE *REAL* ECONOMY NOT THE OPPOSITE
How many people have you read about or heard from lately who told you things like “hey, I am taking my savings and investing in this restaurant” or “I am so good at my job I quit and set up my own shop”? I bet very few. Indeed, new business…
NVIDIA – THE (FRAUD) SMOKING GUN?
As I write, NVIDIA is up 8.56% in After Hours trading after releasing their “monster” Q4-23 results. Compared to the Q3-23 report, there isn’t much change in all the red flags 🚩 I highlighted before [JustDario], but while I was comparing the two, my eye caught something strange. Before I…
THE #STOCKS HOUSE OF CARDS IS WOBBLING… AGAIN
Between the end of September and the beginning of October 2023, the #MOAB (Mother of All Bubbles) house of cards was dangerously wobbling. In a great coup de theatre, Jerome Burns managed to pull a “FED ghost pivot” 🐇 out of his magic hat, which sent everyone on a #FOMO…
NVIDIA, ITS RECYCLED “#AI REVOLUTION” AND THE DARK SIDE OF IT KEPT AWAY FROM THE PUBLIC
NVIDIA convinced everyone that we are just at the beginning of the #AI revolution and its GPUs will sell like hot cakes. Yes, we are at the beginning of the #AI revolution. However, NVIDIA isn’t going to be part of it as much as they (desperately) want people to believe,…
CHINA STOCKS – IS THE BOTTOM IN?
Last week, the #HongKong HSI index was up 5.5% despite only having 3 trading days due to the Chinese New Year holidays. #China index futures were also up ~3% in the same timeframe. Trading is about to resume in mainland #China along with all the country’s business activity after the…
THE INCOMING GERMAN REAL ESTATE MAYHEM
As you know, I have been investigating US real estate, especially #CRE, since early last year (JustDario). Nowadays, the ginormous bubble popping up while #stocks keep hitting new ATH records is not a secret anymore. Surprisingly, despite the banking crisis that started in January 2023 and was never solved (the…
FROM THE AMERICAN DREAM TO PONZI LAND
The other day, I was going through some old notes of mine, and I came across one I took about the 1MDB scandal. This is what I wrote in my notebook: “The US Government made it clear that, even if it occurred outside its borders, it has the right to…
THE (FAKE) NARRATIVE THAT FUELED THE BREAKNECK #STOCKS RALLY SINCE LAST OCTOBER JUST CRUMBLED – WHAT HAPPENS NOW?
To anyone who lives in the real world, it has always been clear that #inflation wasn’t truly cooling down as the official (politically adjusted) CPI data pretended to portray (TwitterX). If you want to have a live snapshot of the distorted reality “economists” see from the high rise ivory towers…