Jakub Rochlitz's Opinion & Analysis
A complete archive of Jakub Rochlitz's articles, including current analysis & opinion.
September is historically considered the worst month for the stock market. On average, the S&P 500 loses around 1% of its value during this month, which has created the superstition that after...
U.S. companies are executing stock buybacks at a record pace in 2025. Nearly $1 trillion in buyback announcements have been made so far this year, putting 2025 on track to surpass last year’s...
Just days after the U.S. central bank cut interest rates by 25 basis points for the first time in almost a year, gold continues to shine. On Monday, it reached a new high of $3,750 per ounce, making...
The S&P 500 index has long been considered the gold standard of passive investing. It offers average returns at average risk, which might seem like a reasonable choice for most investors. But...
Rheinmetall (ETR:RHMG) is riding a surge in European defense spending and geopolitical tensions
With many upside catalysts now being priced in, the valuation raises questions
We break down...
Did you know that the entire chip industry relies on one single company? And the real kicker? It’s not Chinese or American. The most important semiconductor manufacturer is from the Netherlands, and...
In the first month of 2025, European equities saw the largest monthly capital inflows in 25 years, according to Bank of America. This surprising development comes after the European STOXX Europe 600...
Lululemon’s strong growth has made it the second most valuable sportswear brand globally, driven by international demand, and a loyal customer base.
Despite recent gains, Lululemon’s valuation...
Recently, the public’s attention was captured by the “12 Days of OpenAI” event, during which OpenAI unveiled new advancements in its AI models every day. Users’ demands are clear: we want AI to be...
Rheinmetall’s sales have soared on the back of increased NATO spending
The company is facing multiple risks that could endanger growth
Valuations are sky-high, leaving little room for...