top of page


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...

Jarosław Jamka
10 sty 20241 minut(y) czytania
Â


Late-cycle goldilocks scenario
Subjective market review (10-Jan-2023), or what recently caught my attention in several points: 1) A week with inflation, i.e. quite a...

Jarosław Jamka
10 sty 20241 minut(y) czytania
Â


S&P500 after the last hike update
S&P500 after the last hike update – a selection of scenarios. Looking through history, we can distinguish several scenarios for the...

Jarosław Jamka
2 sty 20241 minut(y) czytania
Â
bottom of page