Dario Capodici
Hong Kong-based entrepreneur, angel investor, and finance veteran with over a decade of experience in trading, securities structuring, derivatives, and fintech in Europe and Asia. My focus is on data-driven analysis of macro and stocks to identify investment opportunities, especially asymmetric ones. My public research is available on justdario.com.
Joined on 1st June 2026
Hong Kong
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Sign upIS BESSENT’S LOVE AFFAIR WITH TRADERS OVER?
Aug 21
From time to time, there are events that split the market timeline into two dimensions, effectively altering the course of events afterward. And what happened in real time may not have seemed all that consequential, but…
The Short-Lived Relief of Treasury Buybacks and the Unsustainable Path of Modern Central Banking
Aug 20
The recent intervention in the bond market, through the upsizing of the US Treasury’s buyback programme, has pushed yields lower and contributed to a weaker dollar. In my view, this is only short-lived relief. I cannot…
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Sign upNATURAL GAS OVERVIEW + TRADE IDEA (Cheniere Energy)
Aug 4
As you know, I’ve been keeping a close eye on the natural gas markets, spending time and energy to understand whether there is a potential trade opportunity we can explore. The picture feels particularly tense, especial…
My personal thoughts and views based on this weekend developments
Aug 2
I’m sharing my take on Trump’s latest escalations and the abrupt crude oil spike on Friday that may signal insider trading and a strong military escalation already in motion, with major implications for Iran, allies,...
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Sign upWELCOME TO THE NEW ERA OF STATE-CONTROLLED CRUDE OIL PRICES
Jul 17
Dear subscribers, as you’ve noticed, over the past 72 hours I’ve slept very little while monitoring the crude oil market. I don’t think I’ve ever pushed my brain this hard on a single issue. Fundamentally, the crude oil…
