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Novo Nordisk's Wegovy blockbuster
My key takeaways form recent earnings and market developments (part 1): 1) This is a comfortable situation for the company when the...

Jarosław Jamka
20 lut 20241 minut(y) czytania
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Mag7, Mag8, or maybe Mag9?
Among the largest companies, not only American big-tech are doing great... The market for anti-obesity drugs is currently experiencing a...

Jarosław Jamka
18 lut 20241 minut(y) czytania
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US CPI miss still a nothing-burger for stocks, but not anymore for bonds
Subjective market review (16-Feb-2024). On the fourth trading day after the publication of US January inflation, the stock market...

Jarosław Jamka
16 lut 20242 minut(y) czytania
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