JustDario 🏊♂️
@DarioCpx
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Synnax COO | Clearpool | Crypto, Value, Macro and Facts. All my research on
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Joined December 2020
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#JustDarioDaily
⚠️ WHY UNDERSTANDING CENTRAL BANKS’ ACCOUNTING IS IMPORTANT TO UNDERSTAND THE CONSEQUENCES OF THEIR ACTIONS (ESPECIALLY THE
#BOJ
ONES) ⚠️
#FED
#QE
$JGB $JPY $USD
Please let me know if now things are clearer 🙏🏻
Article 👇🏻
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@spectatorindex
Last time I checked UN issues a diplomatic passport and the holders of that in theory don’t need Visas
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🚨WARNING: IF THIS IS NOT A GLITCH - SOMETHING HUGE JUST BLEW UP 🚨
T-Bills 1m Yield spike 72bp above 6%!
Are we starting 2024 with a Money Market crisis?! 🤯
#JustDarioDaily
🚨 2024 - THE YEAR WHEN THE "HIDE TILL MATURITY" TRICK HITS THE MATURITY WALL AND BREAKS? 🤷🏻♂️ 🚨
During 2023, we have discussed so often how (ridiculously insolvent) banks have made extensive use of "Hold To Maturity" accounting to the point that it is now more…
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@spectatorindex
Last time I checked you say who is guilty at the end of an investigation, not at the beginning…
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🚨BREAKING: THE
#FED
JUST PULLED THE PLUG TO BANKS
#BTFP
LIFE SUPPORT🚨
1 - I was wrong, I never thought they had the guts to do it
2 - Read my post below from months ago to understand how critical is the
#BTFP
to keep the whole financial system together
Fasten your seatbelts!
#JustDarioDaily
🚨THE BIG BANKS ARE ALREADY UTILIZING THE FED BTFP! 🚨
What do $JPM, $C, $WFC, $PNC, $SCHW, $BAC, and $GS have in common at the moment (besides greed)? They are all losing a shit ton of money... The top spot goes to $BAC, currently carrying $135bn "paper losses"…
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BREAKING: THE
#FED
JUST DID 112m $USD IN EMERGENCY REPO! 🚨
Someone important just run out of options to find cash…
Narrator: ignore the banking crisis at your peril
#JustDarioDaily
⚠️ DOES ANYBODY CARE ABOUT THE UNFOLDING BANKING CRISIS ANYMORE? 🥲⚠️
#stocks
$TLT
#banks
#BankingCrisis
#Fed
Link to article 👇🏻
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Well… what can I say… doing my best to warn as many as possible 🥲🤷🏻♂️
$JPM
#JustDarioDaily
⚠️ GET READY, INSIDERS TOLD ME A HORRIBLE
#BANKS
’ EARNINGS SEASON IS ABOUT TO BEGIN ⚠️
$JPM $WFC $C $HSBC $MS
Link to Article 👇🏻
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🚨BREAKING:
#EVERGRANDE
() TRADING SUSPENDED 🚨
Narrator: GAME OVER
#JustDarioDaily
⚠️
#EVERGRANDE
- GAME OVER (AND THEN CHAOS) OR NOT TOMORROW? ⚠️
Will the
#Evergrande
never-ending story finally come to an end tomorrow, or will the
#HongKong
Judge, Justice Linda Chan, adjourn the hearing for the 8th time in the hope that a miracle suddenly…
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#JustDarioDaily
🚨WARNING: SOMETHING BROKE!🚨
Yesterday, we were discussing the signs of "Panic behind closed doors" [], today we have 100% certainty that something big enough to justify extreme actions from the US Government and US Regulatory Agencies…
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#JustDarioDaily
🚨MORGAN STANLEY - BIG BALANCE SHEET LOSSES HIDDEN BEHIND EXOTIC DERIVATIVES CURTAINS (AGAIN)? 😳🚨
When you've spent enough time trading inside a bank and watching markets for hours a day sometimes you're able to spot if something suddenly starts behaving…
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#JustDarioDaily
🚨 WHICH BANKS ARE AT RISK OF GOING BUST IN A LIQUIDITY CRISIS BECAUSE ALREADY (RIDICULOUSLY) INSOLVENT? 🚨
Thank you for waiting, but I assure you what follows isn't going to disappoint you! 😁
Two months ago in "This time is NOT different - Part 2," I flagged…
🍿 POPCORN ALERT 🍿
This weekend I am going through the financial reports belonging to the 32 largest banks between US and Europe, can hardly hold back my excitement for what I found halfway through it 😆
Stay tuned
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#JustDarioDaily
🚨 $NVDA (PONZI) “LIES” UNDER $NVDA NOSE 🚨
I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to "grow" your revenues when your clients aren't going to pay for the goods you deliver.…
#JustDarioDaily
⚠️ Is
#ARM
The Canary In The $NVDA Coal Mine? ⚠️
Newspapers have been cheering up the “deal” this week where Softbank managed Vision Fund successfully sold ARM 25% it owned to… Softbank. 🤓 👏🏻
Well… it sounds like nails scratching on a chalkboard, doesn’t…
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#JustDarioDaily
🚨WHY IS THE
#FED
PREPARING TO BAIL OUT A JAPANESE BANK? BECAUSE OF THE “NORINCHUKIN” DANGER🚨
First of all, who the hell is the latest counterpart added to the
#FED
Standing Repo Facility: "Norinchukin Bank"?
"Officially," it is a Cooperative Bank owned by…
#JustDarioDaily
🚨WARNING: SOMETHING BROKE!🚨
Yesterday, we were discussing the signs of "Panic behind closed doors" [], today we have 100% certainty that something big enough to justify extreme actions from the US Government and US Regulatory Agencies…
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🚨BREAKING: THE
#SEC
IS HIDING SOMETHING! 🚨
OK PEOPLE, THE SEC JUST PUBLISHED THE FAIL TO DELIVER DATA FOR THE 2nd HALF OF OCTOBER BUT STILL ***NOT*** THOSE FOR THE 1st HALF!! 🤯
THIS IS - SIMPLY - UNBELIEVABLE 🤬
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In 15 years I have never seen something like this… is the Swiss National Bank being margin called on its massive derivatives portfolio or what 😳
🚨BREAKING: $CHF MASSIVE DUMP JUST HIT! 🚨
Well well well… give me a glitch, give me 2, but 3?!
Fasten your seatbelts folks 🍿
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BREAKING: Jeff Bezos sells an additional $2.37 billion of $AMZN to a total $8.4 billion in 10 days! 🙈
Narrator: is he running away or what?
#JustDarioDaily
🚨THE
#STOCKS
HOUSE OF CARDS IS WOBBLING… AGAIN 🚨
Between the end of September and the beginning of October 2023, the
#MOAB
house of cards was dangerously wobbling. In a great coup de theatre, Jerome Burns managed to pull a “FED ghost pivot” 🐇 out of his…
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🚨BREAKING: The
#FED
is literally INSOLVENT and needs 116bn$ of Taxpayer money bailout 🚨
You can easily look at it by yourself 🤷🏻♂️
3 Months ago I wrote “HOW CAN THE
#FED
BAILOUT BANKS WHEN THIS TIME IT NEEDS A BAILOUT ITSELF TO BEGIN WITH?” []
Today the…
#JustDarioDaily
- The Quick Read
⚠️ HOW CAN THE
#FED
BAILOUT BANKS WHEN THIS TIME IT NEEDS A BAILOUT ITSELF TO BEGIN WITH? 🙄⚠️
Even if blessed with superpowers, particularly the one of printing infinite money, the Federal Reserve is ultimately a "Bank". Like every superhero,…
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@DowdEdward
I personally grew up with the myth of the American Dream and all I wished as a kid was to move to US to pursue it, I would have never imagined to see things reaching such a low point.
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$JPY lost 3 figures in a single day… ladies and gentlemen the
#Japan
currency crisis officially started
Make yourself comfortable and enjoy the show 🍿
#JustDarioDaily
🚨 WHY A HISTORICAL $JPY CURRENCY CRISIS IS AT THE DOORSTEP OF
#JAPAN
🚨
TL;DR: in the article I will guide you to understand where the real FX rate between $JPY and $USD should be
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⚠️ANOTHER ONE FOR THE
#DTCC
“WEIRDER THINGS” RECORDS ⚠️
According to this note below, the Cusip ID of a UBS bond due to settle tomorrow has been “deleted” 🤨
So now bonds don’t default anymore because they will be deleted before failing to settle? 😆
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🚨
#DTCC
DOUBLES THE MARGIN REQUIREMENTS FOR MORTGAGE BACKED SECURITIES 👀🚨
Also MBS VaR stress testing +50%, banks will have 2 weeks to prepare (right when US Government will be shutdown)
Well.. to me is clear the DTCC sees what’s coming 🤷🏻♂️
🚨TODAY THE
#DTCC
PUT OUT A WEIRDER NOTICE TO REMIND MEMBERS THEY HAVE 1 BUSINESS DAY TO DECLARE A “REPORTABLE EVENT” 🚨
If everything was ok why the need for this specific passage in the notice! 👇🏻
“For the avoidance of doubt, this rule requires Sponsoring Members to report to…
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Anyhow who cares about the unfolding banking crisis anymore 🥲 $DB
#JustDarioDaily
⚠️ DOES ANYBODY CARE ABOUT THE UNFOLDING BANKING CRISIS ANYMORE? 🥲⚠️
#stocks
$TLT
#banks
#BankingCrisis
#Fed
Link to article 👇🏻
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#JustDarioDaily
🚨IN A SCRAMBLE TO SURVIVE, SOFTBANK IS KILLING ALIBABA! 🚨
$BABA closed the last session crashing 9% after results beating expectations across the board, leaving many dumbfounded. Of course, the media quickly made up a narrative to write a story that could more…
#JustDarioDaily
🚨WARNING: SOMETHING BROKE!🚨
Yesterday, we were discussing the signs of "Panic behind closed doors" [], today we have 100% certainty that something big enough to justify extreme actions from the US Government and US Regulatory Agencies…
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⚠️ BREAKING: The last time this type of “glitch” happened in the 1M T-Bills yield First Republic and Credit Suisse were about to go bust ⚠️
#JustDarioDaily
🚨 2024 - THE YEAR WHEN THE "HIDE TILL MATURITY" TRICK HITS THE MATURITY WALL AND BREAKS? 🤷🏻♂️ 🚨
During 2023, we have discussed so often how (ridiculously insolvent) banks have made extensive use of "Hold To Maturity" accounting to the point that it is now more…
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#JustDarioDaily
- The Quick
@X
Read
⚠️IS THE
#FED
(PERHAPS WILLINGLY) STARTING A BANKING CRISIS TODAY?⚠️
In about 24 hours, the “Bank Term Funding Programme”, the infamous
#BTFP
, will be history. There should not have been any surprise about this if it weren't for the fact that…
#JustDarioDaily
- The Full Read
⚠️ IS THE
#FED
(PERHAPS WILLINGLY) STARTING A BANKING CRISIS TODAY? ⚠️
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#JustDarioDaily
🚨 IS GEODE CAPITAL MANAGEMENT LLC THE “WHALE” THAT CONTINUES TO SQUEEZE
#STOCKS
HIGHER AND CRUSH THE $VIX?! 🚨
After spending a lot of time finding pieces that didn’t make sense together here and there, I found a common denominator across the various “weird”…
#JustDarioDaily
🚨ALRIGHT PEOPLE, THERE IS ANOTHER “ARCHEGOS” MESSING AROUND! 🚨
Do you know that it is possible to buy
#stocks
without paying? Wait, did I mean to say someone borrowed other people’s money to buy
#stocks
? Nope, I meant to say buying
#stocks
WITHOUT PAYING THE…
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🚨Huston we got a problem - All these banks were green and flipped over their heads few minutes after open 🚨
Now Morgan Stanley $MS being hit by some weird selling 🚨
Did I miss something? Please let me know if that’s the case
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#JustDarioDaily
⚠️ IS $NVDA CURRENTLY EMPLOYING THE SAME ACCOUNTING TRICK TO INFLATE ITS MARGINS IT WAS PREVIOUSLY CAUGHT USING DURING THE DOT-COM BUBBLE? 👀⚠️
In March 2011, the $NVDA CFO at that time, David White, suddenly resigned due to "personal reasons". The company then…
#JustDarioDaily
🚨 $NVDA (PONZI) “LIES” UNDER $NVDA NOSE 🚨
I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to "grow" your revenues when your clients aren't going to pay for the goods you deliver.…
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🚨BREAKING: $HSBC OPENS DOWN 7% IN LONDON
Narrator: chickens coming to roost…
🚨BREAKING: Big miss on $HSBC Q4-23 earnings, loan loss provisions still ridiculous but hey! They announced a 2bn$ buyback and a special dividend to please
#yolo
dumb algorithms 🙈
🔴Revenue: $66.06B (exp $66.69B)
🔴Pretax Profit: $30.35B (exp $34.12B)
🔴Outlook For Loan…
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#JustDarioDaily
🚨 BANK OF AMERICA WENT “CRAZY” IN Q4 (LITERALLY) 🚨
While digging into $BAC's Q4-23 financial statements, I couldn't help but wonder if they had lost their minds during the last three months of 2023.
No, I am not referring to the “press release” or the…
🚨BREAKING: $BAC EARNINGS 🚨
Stock down 4% after earnings ⚠️
- Revenues 22bn$ MISS
∙ Trading revenue excl DVA $3.75b, est $3.84b
∙ Net interest income FTE $14.09b, est $14.06b
∙ Adj EPS 70c BEAT
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⚠️ JAPANESE BANKS DOWN ANOTHER 2.6% ⚠️
This is starting to be concerning 🤷🏻♂️
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#JustDarioDaily
🚨YES - THEY ARE IN COMPLETE PANIC 🚨
One month ago, I wrote about the "PANIC BEHIND CLOSED DOOR" (post below), and at that time, I literally said:
"Imagine what would happen to Joe Biden's approval rating if the
#stocks
bubble he inflated to the stratosphere…
#JustDarioDaily
🚨PANIC BEHIND CLOSED DOORS 🚨
So, as I wrote 24h ago, it was clear to anyone paying attention that the Bank Of Japan put itself in a very dangerous spot (). Back in 1992, when the Bank Of England was in danger, the Bundesbank cut rates…
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BREAKING: Someone needed 110m$ EMERGENCY liquidity from the
#FED
today ⚠️
If you think this “small amount” isn’t a big deal, I suggest you to think twice…🙏🏻
#JustDarioDaily
🚨MORGAN STANLEY - BIG BALANCE SHEET LOSSES HIDDEN BEHIND EXOTIC DERIVATIVES CURTAINS (AGAIN)? 😳🚨
When you've spent enough time trading inside a bank and watching markets for hours a day sometimes you're able to spot if something suddenly starts behaving…
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🚨WTF IS GOING ON THIS MORNING 🙈🚨
A monetary horror show wasn’t in my bingo card today
🚨WARNING: IF THIS IS NOT A GLITCH - SOMETHING HUGE JUST BLEW UP 🚨
T-Bills 1m Yield spike 72bp above 6%!
Are we starting 2024 with a Money Market crisis?! 🤯
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⚠️This is $NVDA “ELITE PARTNER” FongCon 😂⚠️
It’s a computer shop!
🚨I GUESS I FOUND ANOTHER $NVDA “PHANTOM” DISTRIBUTOR 🥲🚨
Continuing my digging into $NVDA taiwan business and how could they book so many revenues in Taiwan I stumbled upon “FongCon Co Ltd” that is listed by $NVDA themselves as an “elite partner” (picture 1)
Their website…
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🚨HUUUUGE 🚩 🚩🚩SPOTTED IN $NVDA RESULTS!!🚨
So, the company claims a huge amount of demand and future orders right?
At page 36 of their last 10-Q, deep down in the risk factors disclosures, they indeed state: “We have paid premium and provided deposits to secure future supply…
#JustDarioDaily
🚨 $NVDA (PONZI) “LIES” UNDER $NVDA NOSE 🚨
I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to "grow" your revenues when your clients aren't going to pay for the goods you deliver.…
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⚠️PAY ATTENTION: Jeff Bezos is now literally on a dumping spree of $AMZN
#stocks
, 4bn$ and counting…
He nailed 2021 almost to the tick, you better take notice here because he knows a lot of what goes on behind closed doors and in the REAL economy 🤷🏻♂️
Plenty of corporate insiders were busy dumping
#stocks
in January
You should really wonder why they were all happy to let go the “sure gains” expected in the remaining 11 months of 2024…. 😅
Credit:
@ISABELNET_SA
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🚨THE BIGGEST ENERGY COMPANY IN FRANCE CANNOT PAY ITS COMMERCIAL PAPER ON TIME 🤦🏻♂️🚨
Another significant “Issuer Failure” (i.e. defaults), this time is the French giant Engie
Not many days ago (post below) the same happened with British Petroleum 🙄
Everything is NOT fine ⚠️
🚨Wait a second BRITISH PETROLEUM cannot pay its commercial papers on time?! 🚨
Oh boy, the money market is screaming in pain so loud and everyone is turning his head elsewhere 🤦🏻♂️
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Ladies and gentlemen, please take your seat, grab your 🍿 and be prepared to enjoy the $JPY implosion show
Narrator: he was playing tennis that’s why the late announcement 🤭
#JustDarioDaily
🚨 WHY A HISTORICAL $JPY CURRENCY CRISIS IS AT THE DOORSTEP OF
#JAPAN
🚨
TL;DR: in the article I will guide you to understand where the real FX rate between $JPY and $USD should be
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#JustDarioDaily
🚨 $NVDA - THE (FRAUD) SMOKING GUN?🚨
As I write, $NVDA is up 8.56% in After Hours trading after releasing their "monster" Q4-23 results. Compared to the Q3-23 report, there isn't much change in all the red flags 🚩 I highlighted before [Post Below], but while I…
#JustDarioDaily
🚨 $NVDA (PONZI) “LIES” UNDER $NVDA NOSE 🚨
I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to "grow" your revenues when your clients aren't going to pay for the goods you deliver.…
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🍿 POPCORN ALERT 🍿
This weekend I am going through the financial reports belonging to the 32 largest banks between US and Europe, can hardly hold back my excitement for what I found halfway through it 😆
Stay tuned
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BREAKING: ALL
#EVERGRANDE
COMPANIES
#STOCKS
NOW SUSPENDED 🚨
Credit losses avalanche incoming… 🤷🏻♂️
#JustDarioDaily
⚠️
#EVERGRANDE
- GAME OVER (AND THEN CHAOS) OR NOT TOMORROW? ⚠️
Will the
#Evergrande
never-ending story finally come to an end tomorrow, or will the
#HongKong
Judge, Justice Linda Chan, adjourn the hearing for the 8th time in the hope that a miracle suddenly…
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🚨BREAKING: Jeff Bezos dumps another 2bn$ worth of $AMZN
#stocks
Now 6bn$ in just 6 days 🙈
Narrator: the rats keep abandoning the ship but the sailors think they are just going for a swim and they will come back
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BREAKING: IS GOLDMAN SACHS HAVING LIQUIDITY PROBLEMS?🤔
Today $BNY, the paying agent for $GS Finance Corp (a $GS funding arm) refused to pay interests and principal on a long list of MMI issued by $GS because the money didn’t arrive on time and payments will be then delayed 24h
#JustDarioDaily
- The Full Read
⚠️ IS THE
#FED
(PERHAPS WILLINGLY) STARTING A BANKING CRISIS TODAY? ⚠️
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🚨BREAKING: $CHF MASSIVE DUMP JUST HIT! 🚨
Well well well… give me a glitch, give me 2, but 3?!
Fasten your seatbelts folks 🍿
#JustDarioDaily
🚨 2024 - THE YEAR WHEN THE "HIDE TILL MATURITY" TRICK HITS THE MATURITY WALL AND BREAKS? 🤷🏻♂️ 🚨
During 2023, we have discussed so often how (ridiculously insolvent) banks have made extensive use of "Hold To Maturity" accounting to the point that it is now more…
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🍿POPCORN ALERT 🍿
Alright, we got the $NYCB and a bunch of investment firms (among which we find even
#Citadel
Global Equity?! 🤨) announced they all put together 1bn$ to shore up $NYCB capital
⚠️Now, WHY THIS IS A VERY BAD OUTCOME?⚠️
1- it confirms
#FDIC
cannot shoulder any…
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🚨WARNING: $HSBC TOLD TO “BRACE” FOR 6.3bn£ LOSS 🚨
I warned so much about $HSBC and how they accounting was hiding a huge hole (posts below), now the 🐓 are coming to roost… 🤷🏻♂️
Thanks for flagging
@badnews4stocks
🚨 YES, $HSBC IS STILL WALKING ON WATERS!! 🤯🚨
Following up to my post from yesterday
1 - ECL ~flat both QoQ and YoY. if we exclude the 500m$ (peanuts) Set-Aside for China CRE risk, HSBC basically see negligible credit risk elsewhere in the world 🙈 Quite odd when they lost…
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🚨BREAKING: ANOTHER T-BILLS MONSTER “GLITCH”!
30bp spike in 1M bills 🙈
When I said last month someone was in big financial troubles not many believed it and they preferred the “glitch” excuse
What about now that banks and countries are undeniably in financial troubles? 🤷🏻♂️
🚨WARNING: IF THIS IS NOT A GLITCH - SOMETHING HUGE JUST BLEW UP 🚨
T-Bills 1m Yield spike 72bp above 6%!
Are we starting 2024 with a Money Market crisis?! 🤯
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🚨BREAKING: THE DAY AFTER
#JAPAN
IS IN OFFICIAL ECONOMIC RECESSION THE
#NIKKEI
HITS ATH AFTER MORE THAN 3 DECADES! 🤯
Honestly people, I have no words neither irony left to comment what’s going on here 🙈
BREAKING:
#JAPAN
GDP PRINT IN CONTRACTION (AGAIN) WAY WORSE THAN EXPECTED 🚨
#Nikkei
opens +1% 😣
Sliding into recession + running
#inflation
+ infinite money printing =
#Nikkei
running towards all time highs 😵💫
Honestly, how $JPY is still considered a reserve currency is a…
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🚨SEC FAIL TO DELIVER DATA FOR THE 1ST HALF OF OCTOBER ARE NOW **17 DAYS** OVERDUE🚨
Apologise for being annoying, but I won’t stop making noise till this absurd
#SEC
behaviour isn’t corrected 🙏🏻
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#JustDarioDaily
⚠️ GET READY, INSIDERS TOLD ME A HORRIBLE
#BANKS
’ EARNINGS SEASON IS ABOUT TO BEGIN ⚠️
$JPM $WFC $C $HSBC $MS
Link to Article 👇🏻
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#JustDarioDaily
🚨NOW THAT THE JAPAN MAGIC MONEY TREE IS DEAD, EXPECT BANKS TO JUMP AT EACH OTHER’S THROATS🚨
#Japan
$JPY
#Banks
#CRE
#CreditSuisse
Link to article 👇🏻
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🚨AS WARNED 7H AGO, CLEARLY THERE IS SOMETHING WRONG WITH $UBS 🚨
Here the summary of the many ⚠️ I posted so far on $UBS for a more convenient read.. we saw it coming form very far 🤷🏻♂️
⚠️
#BankingCrisis
Update ⚠️
⚠️ $UBS Jumbo Profit Fairy tales:…
Hearing through the woods the answer to this question here might be $UBS
Working to verify 🙏🏻
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#JustDarioDaily
⚠️
#EVERGRANDE
- GAME OVER (AND THEN CHAOS) OR NOT TOMORROW? ⚠️
Will the
#Evergrande
never-ending story finally come to an end tomorrow, or will the
#HongKong
Judge, Justice Linda Chan, adjourn the hearing for the 8th time in the hope that a miracle suddenly…
#JustDarioDaily
⚠️
#CHINA
WANTS INVESTORS AND THEIR MONEY BACK - WILL IT SUCCEED THIS TIME? ⚠️
#China
and
#HongKong
#stocks
were literally on the verge of free falling when the "national team" stepped in last week to the rescue. Clearly, the benefits of it were short-lived and…
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#JustDarioDaily
🚨WITHOUT THE
#FED
#BTFP
, BANKS WILL NOW HAVE A HARDER TIME TO “HIDE TILL MATURITY” THEIR LOSSES 🤷🏻♂️🚨
I started the year writing about how in 2024 the practice used by banks of hiding their losses in Hold to Maturity books (hence “hide till maturity”) would have…
#JustDarioDaily
🚨 2024 - THE YEAR WHEN THE "HIDE TILL MATURITY" TRICK HITS THE MATURITY WALL AND BREAKS? 🤷🏻♂️ 🚨
During 2023, we have discussed so often how (ridiculously insolvent) banks have made extensive use of "Hold To Maturity" accounting to the point that it is now more…
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JUST IN: The Federal Reserve raises rate on emergency loan program to stop arbitrage - Bloomberg
You know what does this mean? Effectively, the
#FED
just hiked rates and tightened liquidity…. 🥲🍿
#JustDarioDaily
⚠️ IS THE 2024 EDITION OF US REGIONAL BANKS (NOW JOINED BY PENSION FUNDS) "HUNGER GAMES" ABOUT TO BEGIN? ⚠️
Last week I wrote about the end of the "hide till maturity" trick (post in quote below) that helped banks hide their growing mountain of troubled assets.…
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Jamie Dimon sells $JPM shares (for the first time ever) joining Gates, Bezos and Zuckerberg billionaires
#stocks
#dumpaton
Narrator: a clear signal to
#yolo
#stocks
now
JP Morgan Insider Trading Alert 🚨
Chairman & CEO Jamie Dimon dumped 125 million worth of $JPM shares yesterday. He has been CEO since 2006 and this is his first ever sale of company shares.
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#JustDarioDaily
🚨PANIC BEHIND CLOSED DOORS 🚨
So, as I wrote 24h ago, it was clear to anyone paying attention that the Bank Of Japan put itself in a very dangerous spot (). Back in 1992, when the Bank Of England was in danger, the Bundesbank cut rates…
#JustDarioDaily
🚨NOW THE HEDGE FUNDS (HYENAS) KNOW THE
#BOJ
(LION) IS VULNERABLE! 🚨
A big powerful “Minsky Moment” struck many investors, including me, around 10am EST on Monday when the last
#BOJ
intervention barely moved the needle in the FX market.
If you think the BOJ…
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BREAKING: Well… surely
#SoftBank
needs liquidity 🚨
A big chunk of
#SoftBank
debts matures TODAY ⚠️
Days ago, we all missed it,
#SoftBank
announced its 59th (not a typo) Unsecured Bond for 550bn $JPY targeting retails (oh dear)
The best parts?
🚩AOZORA BANK IS THE TRUSTEE!?…
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#JustDarioDaily
⚠️WHAT ARE THE CHANCES $HSBC IS INSOLVENT AND FIGHTING A LIQUIDITY CRISIS? ⚠️
Apologies for the delay, but it took a while to go through the 450 pages of the $HSBC annual report. 🙏🏻 However, what I am about to show you is worth a huge bucket of 🍿 let’s go.
🚩…
🚨 YES, $HSBC IS STILL WALKING ON WATERS!! 🤯🚨
Following up to my post from yesterday
1 - ECL ~flat both QoQ and YoY. if we exclude the 500m$ (peanuts) Set-Aside for China CRE risk, HSBC basically see negligible credit risk elsewhere in the world 🙈 Quite odd when they lost…
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🚨 SEC FAIL TO DELIVER DATA FOR THE 1ST HALF OF OCTOBER ARE NOW **21 DAYS** OVERDUE 🚨
Wow there must be really a big desperate need to hide something critical to salvage this fraudulent market 😳
What can it be? 🤔
🚨 SEC FAIL TO DELIVER DATA FOR THE 1ST HALF OF OCTOBER ARE NOW **18 DAYS** OVERDUE 🚨
I wonder how can Gary pretend to be an advocate of transparency when the SEC is the first one ignoring that principle
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🚨BREAKING: THE SEC IS STILL HIDING SOMETHING! 🚨
Hey
@SECGov
could you explain why the Fail To Deliver records for the 9th October, the first day of trading after the Israel-Hamas war started, are COMPLETELY MISSING? 🤷🏻♂️
🚨BREAKING: SEC JUST POSTED FIRST HALF OCTOBER FAIL TO DELIVER REPORT! 🚨
Well done everyone we made enough noise! 👏🏻
And now the digging beings! 🍴 let’s see why it took 22 days!
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🚨
#JAPAN
DUMPING US TREASURIES DURING ILLIQUID OVERNIGHT HOURS 🚨
IS THE $JPY CARRY TRADE UNWINDING ACCELERATING? They cannot even wait US to open and better liquidity…
⚠️ $JPY CARRY TRADE UNWINDING IS STARTING TO BITE IN JAPAN 👀 ⚠️
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⚠️PAY ATTENTION: The
#FED
BTFP is down 34.6bn$ while the BTFP loans due to be repaid were 53.6bn$
This means 19bn$ of BTFP loans weren’t repaid on time 👀
Well… in a normal world a default notice would have been already issued, but perhaps in an election year this can wait 🤔
#JustDarioDaily
- The Full Read
⚠️ IS THE
#FED
(PERHAPS WILLINGLY) STARTING A BANKING CRISIS TODAY? ⚠️
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$UBS and $HSBC among largest buyers of
#Evergrande
debt… watch out
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🚨THE
#FED
HAS A *BIG* PROBLEM HERE 🚨
Dear Jerome and Janet, please note that the 4 major US banks lent quite a ton of money to Asset Managers and Hedge Funds.. ⚠️
$JPM 233bn$
$BAC 103bn$
$C 114bn$
$WFC 144bn$
Looks like Archegos didn’t teach people a lesson… 🙈
⭐️ BIG US BANKS DEEP DIVE ANALYSIS - Stay tuned 🙏🏻 ⭐️
$JPM $BAC $WFC and $C are about to report, I will take my time digging into whatever is coming and I promise to keep you entertained in the long week end
If you want a preview here it is, but all of you already enjoyed it 😁
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1929 style crash in December is now secured 😂
This rally reminds me of some of the great 1980s and 1990s rallies where rates would go down and stocks would soar. I am not sure people realize how truly powerful this rally is. It is extraordinary...
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#JustDarioDaily
⚠️ THE RISK OF A $VIX TURKEY BURSTING OUT FROM THE (SOFTBANK) OVEN ⚠️
Something happened yesterday that has been broadly ignored: the Bank Of Japan printed ~10bn $USD equivalent in $JPY and delivered an adrenaline shot of liquidity to the market. Hold on a…
⚠️ $VIX - VOLMAGEDDON VIBES - UPDATE ⚠️
No need for more comments today, the charts speak for themselves 🤷🏻♂️
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SOFTBANK IS THE BLACK SWAN
#JustDarioDaily
⚠️ THE RISK OF A $VIX TURKEY BURSTING OUT FROM THE (SOFTBANK) OVEN ⚠️
Something happened yesterday that has been broadly ignored: the Bank Of Japan printed ~10bn $USD equivalent in $JPY and delivered an adrenaline shot of liquidity to the market. Hold on a…
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Oh well… this wasn’t in my Bingo card at all for today
#DTCC
dump 😅
“CITADEL EQUITY FUND LTD WILL WITHDRAW FROM CCIT AND GSD MEMBERSHIP”
No more triparty repo and US Treasuries “big boys” trading for Citadel Hedge Fund? 🤭
I am sure
#AMC
army will love this…
@AMCbiggums
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🚨BREAKING: SEC JUST POSTED FIRST HALF OCTOBER FAIL TO DELIVER REPORT! 🚨
Well done everyone we made enough noise! 👏🏻
And now the digging beings! 🍴 let’s see why it took 22 days!
🚨 SEC FAIL TO DELIVER DATA FOR THE 1ST HALF OF OCTOBER ARE NOW **21 DAYS** OVERDUE 🚨
Wow there must be really a big desperate need to hide something critical to salvage this fraudulent market 😳
What can it be? 🤔
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🚨ANOTHER
#DTCC
PAYMENT DEFAULT 👀🚨
Honestly I lost count of how many I have seen so far recently🙈
I assume “Everything is fine” right?
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Mark my words, the slingshot here will be so spectacular that will deserve a page in the history books
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#JustDarioDaily
🚨DID CREDIT SUISSE BAIL OUT $UBS? 😵💫🚨
No, I didn't get the title wrong, I meant to say that. You know why? Because that's what's written in $UBS Q4-23 financial statements just released. 🙈
Let's go straight into it. Please look at Picture 1 where you can see…
#JustDarioDaily
⚠️ IS $NYCB THE CANARY IN THE $UBS COAL MINE? ⚠️
Sorry, folks, but after our beloved Jerome Burns's performance at the last
#FOMC
, 2 things are clear:
🚩 The
#FED
knows they've screwed up the fight against
#inflation
and it's going to flare back up to a point…
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Israel retaliates against Iran few our after the
#FED
activated the emergency repo liquidity facility… what a coincide uh? 🥲
Narrator: yep, what a coincidence…
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BREAKING: $BNP PARIBAS OPENS -9% AFTER Q4-23 RESULTS ⚠️
Well… kind of starting to see a pattern here 🤔
#JustDarioDaily
🚨 WHICH BANKS ARE AT RISK OF GOING BUST IN A LIQUIDITY CRISIS BECAUSE ALREADY (RIDICULOUSLY) INSOLVENT? 🚨
Thank you for waiting, but I assure you what follows isn't going to disappoint you! 😁
Two months ago in "This time is NOT different - Part 2," I flagged…
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🍿POPCORN ALERT 🍿
$JPY breaks 155 and
#BOJ
intervention is now barely move the needle! 🙈
Developing exactly as explained in today’s article below 🤷🏻♂️
It’s show time 🍿
#JustDarioDaily
🚨 THE $JPY (COUNTERINTUITIVE) DOOM LOOP – THE MORE $JPY LOSES VALUE, THE MORE LEVERAGE IS FORCED TO COME OFFLINE, THE MORE THE $JPY LOSES VALUE 😵💫 🚨
I tried my best to explain a very complex concept 🙏🏻
#Japan
#Fed
Article 👇🏻
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This is what the incoming
#banking
mayhem is about to do to the whole
#stocks
market (including $NVDA, that no, isn’t worth more than Saudi Aramco - a company paying ~20bn$ in dividends PER QUARTER) 🤷🏻♂️
#JustDarioDaily
🚨 $NVDA - THE (FRAUD) SMOKING GUN?🚨
As I write, $NVDA is up 8.56% in After Hours trading after releasing their "monster" Q4-23 results. Compared to the Q3-23 report, there isn't much change in all the red flags 🚩 I highlighted before [Post Below], but while I…
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Here we go again… 1M T-Bills dumping is back
Who needs $USD cash in a hurry this time?
#Japan
? Banks? Both? 🤔
#JustDarioDaily
⚠️ DOES ANYBODY CARE ABOUT THE UNFOLDING BANKING CRISIS ANYMORE? 🥲⚠️
#stocks
$TLT
#banks
#BankingCrisis
#Fed
Link to article 👇🏻
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#JustDarioDaily
⚠️
#STOCKS
CONTINUE GOING UP BECAUSE SOMEONE, ALREADY IN DEFAULT, IS KEEPING THE ILLUSION ALIVE TO SURVIVE ⚠️
Last week, I warned about the dangers of derivatives. In particular, I used the analogy of a bookie who keeps accepting bets with the sole purpose of…
#JustDarioDaily
🚨DERIVATIVES ARE FINANCIAL WEAPONS OF MASS DESTRUCTION 🚨
Derivatives were invented as an instrument to transfer risk between two counterparts. In theory, when someone gains on a derivative trade, someone else loses.
Nowadays, the volume of derivatives…
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Waaait what?! What did the Swiss Central Bank just say?! 😳
⚠️ SNB'S SCHLEGEL: BANKS NEED TO PREPARE SIGNIFICANTLY FOR MORE COLLATERAL 🚨
Emmhhh smells like problems… 👇🏻
#JustDarioDaily
- The Full Read
⚠️ IS THE
#FED
(PERHAPS WILLINGLY) STARTING A BANKING CRISIS TODAY? ⚠️
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⚠️Very big outflow of deposits from US Banks right before the
#BTFP
expires… what a “coincidence” 🙄
I warned a long time ago every bank, including big ones, was “using” the
#BTFP
() and recently that without it big losses would have started to surface 🤷🏻♂️
#JustDarioDaily
🚨WITHOUT THE
#FED
#BTFP
, BANKS WILL NOW HAVE A HARDER TIME TO “HIDE TILL MATURITY” THEIR LOSSES 🤷🏻♂️🚨
I started the year writing about how in 2024 the practice used by banks of hiding their losses in Hold to Maturity books (hence “hide till maturity”) would have…
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#JustDarioDaily
⚠️ GET READY FOR THE LAST BANK OF JAPAN “FREAK SHOW” OF 2023 ⚠️
Almost 2 months ago, I wrote a post where I tried to expose the
#BOJ
incredible incompetence (post in the quote). At that time, I used the analogy below:
"Now that the
#BOJ
enjoys the luxury of…
#JustDarioDaily
⚠️ SOMEONE SOMEWHERE HAS TO PAY A HIGH PRICE FOR BANK OF JAPAN INCOMPETENCE ⚠️
Not too long ago, $JPY was synonymous with the "safe haven" in the investment community. However, in all honesty, I never understood why because the numbers told such a different…
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BREAKING: $JPY is breaking 👀
Narrator: parabolic moves = margin calls rolling in
#JustDarioDaily
🚨 WHY A HISTORICAL $JPY CURRENCY CRISIS IS AT THE DOORSTEP OF
#JAPAN
🚨
TL;DR: in the article I will guide you to understand where the real FX rate between $JPY and $USD should be
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#JustDarioDaily
⚠️ EVERYONE IN $UBS IS LOOKING FOR A LIFEBOAT TO ESCAPE THE SINKING TITANIC 👀 ⚠️
#UBS
$CS
#FED
#SNB
#banks
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