JustDario
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.
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Joined on 1st June 2026
Hong Kong
The short-term oil setup is becoming more and more favourable for a sharp upward move, with the risk that the upcoming EIA report will throw gasoline on it
IMPORTANT: First fuel shortages reported in the US
Announcement: Dear All, I will host my first live stream here on Slice on Sunday 9pm EST
For those who cannot participate in the live session no worries, the video recording will be available and you can drop any question to me in the General Chat we have.
I run an experiment on X
I shared a post with the inverted long-term WTI chart, hiding the reference to it and the prices, and I asked my audience on X a simple question: whether they believed that chart was bullish or bearish. 60% replied bearish and 40% bullish.
However, if you look at the money managers' surveys asking whether people are bearish or bullish on oil ~90% will answer bearish (and they are positioned accordingly)
This proves how the current oil prices are almost entirely driven by expectations based on a misleading mainstream narrative that we know is totally detached from any fundamental
