Vojtěch Šplíchal Creator

$NOK replaces $VOW3.DE in the largest European EuroStoxx 50 index.

The yield on 10-year government bonds is at its highest level since 2007. US mortgages are back above 7%. What does this mean for stock markets?

The 10-year government bond yield jumped to 5.10%, the highest since 2007. The average 30-year mortgage in the US picked up on it right away and stands at 7.12%, the highest in more than two years. Ironically, the trigger was good…

McDonald's presented its new strategy at its Investor Day yesterday, and the stock fell by more than 5%.

Novo Nordisk is considering a direct listing in New York. It wants to win back the New York Stock Exchange.

Novo Nordisk CEO $NVO Mike Doustdar said in an interview with the Financial Times that the company is open to a direct listing on the New York Stock Exchange (NYSE). It would significantly raise its profile among American investors. When asked directly, he replied that he…

Vistra $VST has signed a 20-year contract to supply up to 207 MW for a data center in Texas.

ASML sold exactly zero machines to European chipmakers last year.

- ASML is the largest European company by market capitalization and one of the key players in chip manufacturing in the world

- In the last quarter, all sales of the most advanced chip-making machines went to Asia and the USA; Europe got zero…

My biggest portfolio position is up 9% today, breaking the $1 trillion mark and hitting a new ATH.

The Fed decides today on the first possible rate hike since 2023

Tonight at 20:00 the Fed will announce its rate decision, and according to derivatives market pricing the probability of a 25 basis point hike (to 3.75–4.00%) is over 90%. It would be the first rate increase since July 2023 - a reversal after more than two years during which the Fed was trying to cut rates.

The main…

Bond yields are exploding on both sides and the signal looks clear.

USA: the ten-year bond touched 5% in recent days, the highest since July 2007. It is driven by expensive oil, inflation fears, and the Fed's rate decision is awaited.

Czech Republic: the Czech ten-year bond is even worse off, around 5.3-5.35%, the highest since November 2022. In August it was still at 4.7%.…

Amazon $AMZN could double in three years, according to Morgan Stanley $MS.

Analysts estimate that Amazon will grow earnings per share (EPS) at a 23% annual rate through 2028. Applying the historical average multiple the market has typically assigned to Amazon to that growth yields a target price of around $573 per share, roughly double today's price.