Jarosław Jamka10 sty1 minMag7 & Novo Nordisk YTD (till 9-Jan-2024)Only a few days have passed, and the differences in rates of return in 2024 are already significant. Best Nvidia +7.3% (also best result...
Jarosław Jamka10 sty1 minLate-cycle goldilocks scenarioSubjective market review (10-Jan-2023), or what recently caught my attention in several points: 1) A week with inflation, i.e. quite a...
Jarosław Jamka2 sty1 minS&P500 after the last hike updateS&P500 after the last hike update – a selection of scenarios. Looking through history, we can distinguish several scenarios for the...