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Jarosław Jamka
11 sty 20242 minut(y) czytania
US December 2023 Inflation
At first glance, inflation turned out to be hot, and indeed there is nothing in the data that could accelerate rate cuts, but there is...
Jarosław Jamka
11 sty 20241 minut(y) czytania
Subjective market review (11-Jan-2024)
What recently caught my attention in several points: 1) Big surprise: no wage increase in Japan. Yen weakened yesterday, the USDJPN went...
Jarosław Jamka
10 sty 20241 minut(y) czytania
Mag7 & 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...
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