JustDario
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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.
294Posts
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Joined on 1st June 2026
Hong Kong
IS BESSENT’S LOVE AFFAIR WITH TRADERS OVER?
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
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…
Dear all, I just wrote a new article on AI: "HYPE BY FOOTNOTE: WHERE DID THE $ 25 BILLION OF ADDITIONAL COREWEAVE RPOs COME FROM?"
I will post this on X in about 3 hours, but you can read it in advance at this link: https://justdario.com/2026/08/hype-by-footnote-where-did-the-25-billion-of-additional-coreweave-rpos-come-from/
As always, your comments and questions are mostly welcome
I noticed Wall Street analysts are now starting to hike target prices of oil refiners like Marathon (MPC) and Valero (VLO) - this might be a sign of Wall Street getting behind the trend of diesel and Crack spreads not considered anymore like a temporary short term flare up