Jarosław Jamka21 lip1 minThird risk-off in the last 12 months.Looking through the prism of the S&P500, we currently have the third major correction since July 2023. The first one lasted from July 31...
Jarosław Jamka20 lip1 minIs China facing a lost decade?Just like it was in Japan after the bubble burst in 1989? If we look at the Chinese real estate market and falling housing prices, and at...
Jarosław Jamka18 lip1 minSmall is magnificent, sometimes.Small American companies (Russell 2000) have their moments in the cycle when they outperform large companies (S&P500). Figure 1 shows...