Dario Capodici
Aug 24, 2026Private Article
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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.
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 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…