If you think that Nvidia got where it is today because of its fundamental valuations, I am sorry but you might want to revise what “fundamental analysis” stands for. It’s no secret anymore that the company has been using borderline legal accounting shenanigans and commercial practices to report much higher…
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MORGAN STANLEY – BIG BALANCE SHEET LOSSES HIDDEN BEHIND EXOTIC DERIVATIVES CURTAINS (AGAIN)?
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…
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,…
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…
IS $NVDA CURRENTLY EMPLOYING THE SAME ACCOUNTING TRICK TO INFLATE ITS MARGINS IT WAS PREVIOUSLY CAUGHT USING DURING THE DOT-COM BUBBLE?
In March 2011, the $NVDA CFO at that time, David White, suddenly resigned due to “personal reasons”. The company then took 2 years to find its new CFO, Colette Kress, who has remained in the role ever since. In 2011, David White was 55 years old and had only been…
A MESSAGE FROM #CHINA : DEBT DETOXING IS GOING TO BE LONG, PAINFUL AND NEEDED NOT TO RISK THE ECONOMY DIES OF OVERDOSE AT SOME POINT
A lot of people, including myself, often draw parallels between 2008 and today. However, what should really be compared are the first and second largest economies in the world. Both #China and the #US have fueled enormous real estate bubbles that have since become #stocks market bubbles. The only difference…
DID CREDIT SUISSE BAIL OUT $UBS?
No, I didn’t get the title wrong, I meant to say that. You know why? Because that’s what’s written in $UBS Q4-23 financial statements just released. Let’s go straight into it. Please look at Picture 1 where you can see the amount of Total Assets and Total Liabilities still attached…
EVERGRANDE – GAME OVER (AND THEN CHAOS) OR NOT TOMORROW?
Will the #Evergrande never-ending story finally come to an end tomorrow, or will the #HongKong Judge, Justice Linda Chan, adjourn the hearing for the 8th time in the hope that a miracle suddenly strikes #Evergrande from the skies and fixes the whole mess? If the hearing is adjourned again, not…