JustDario posts
JustDario posts
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JustDario

Stock
Macro
Long Term

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.

306Posts
171Comments
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Joined on 1st June 2026

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TRADE IDEAS [Brewing in my brain]

Oct 15

Alright, guys, sorry for the delay, but I had to get some things out of my way today before dedicating 99% of my focus to writing about what I'm thinking of doing next. Sorry, but 1% of my brain will always be focused o…

#MARKET & TRADE IDEAS UPDATES
11 min read
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TRADE IDEAS [Brewing in my brain]

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MARKETS & TRADE IDEAS UPDATE - 22nd September

Sep 21

In case you had any doubts about whether or not something very wrong was going on in the energy markets today (Monday), just take a look at the TTF Natural Gas benchmark for Europe, down ~7% in a day, while Cheniere Ene…

#MARKET & TRADE IDEAS UPDATES
8 min read
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MARKETS COMMENT - 17th September 2026

Sep 17

I just watched Kevin Warsh video a second time, just in case at 3am in the morning my brain was tired and I missed something. But no, I have not, because, as a matter of fact, he didn’t really say anything relevant, but…

#MARKET & TRADE IDEAS UPDATES
6 min read
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MARKETS COMMENT - 17th September 2026

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IS 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…

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IS BESSENT’S LOVE AFFAIR WITH TRADERS OVER?