Piotr Slowinski
Piotr Slowinski @WisePortfolio

Performance
All

9.03%2026
2026
18.31%2025
2025
8.89%2024
2024
10.48%2023
2023
-3.32%2022
2022
18.3%0%-18.3%
Discussions
Piotr Slowinski
Piotr Slowinski
Poland
10d
Financial markets are entering a mid-cycle phase in which resilient earnings are offsetting tighter monetary policy and declining valuations.The Federal Reserve delivered its first rate hike in three years this month, raising the federal funds rate by 25 basis points to a range of 3.75-4.00%. The more... Show More
Piotr Slowinski
Piotr Slowinski
Poland
2mo
US bond markets have come under renewed pressure, with the 10-year Treasury yield rising to around 4.73%, as investors focus on elevated government borrowing, higher corporate debt issuance linked to the AI investment cycle, and the risk that renewed oil-price pressures could slow the disinflation process.... Show More
Piotr Slowinski
Piotr Slowinski
Poland
2mo
The first half of 2026 was eventful, with most markets experiencing considerable volatility. Equities: Strong but Uneven Gains The first half of 2026 reminded investors that markets do not need calm conditions to function well — they need confidence that corporate earnings will continue to grow. For... Show More
Piotr Slowinski
Piotr Slowinski
Poland
4mo
Two significant developments dominated markets this week: the first Federal Reserve meeting under new Chair Kevin Warsh, and the continued digestion of equity market volatility. Both deserve careful consideration. On the Fed, Warsh wasted no time in signalling a clear departure from his predecessor's... Show More
Piotr Slowinski
Piotr Slowinski
Poland
5mo
The S&P 500 has crossed 7,500 for the first time last Thursday 14th May, extending what is shaping up to be its longest consecutive weekly winning streak since late 2023. Although last week, after falls on Friday, S&P500 ended just barely in positive (+0.1%), still the current rally is seven... Show More
Piotr Slowinski
Piotr Slowinski
Poland
6mo
Equity markets have recovered remarkably quickly despite the absence of a clear resolution to the Iran conflict. The S&P 500’s near-10% decline was fully reversed in only 11 trading sessions, with the index trading at record highs even as geopolitical uncertainty persists around a key global shipping... Show More
Piotr Slowinski
Piotr Slowinski
Poland
6mo
The recent escalation in geopolitical tensions, particularly around energy supply routes, has increased near-term uncertainty and market volatility. However, the core investment implication is not to abandon long-term allocations, but to manage risk more intelligently within an already diversified framework.... Show More
Piotr Slowinski
Piotr Slowinski
Poland
8mo
Global equity markets present a deceptively calm façade. Major indices, particularly the S&P 500 ( $VOO (Vanguard S&P 500 ETF) ), remain close to record highs but flat YTD, similarly bond yields (10 year Treasury yields) are more or less unchanged YTD. Beneath this stability, however, a significant... Show More
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VOO
Vanguard S&P 500 ETF
714.34
-1.86 (-0.26%)
Piotr Slowinski
Piotr Slowinski
Poland
9mo
The global economic backdrop entering 2026 appears more resilient than many investors expected after the volatility of 2025. U.S. growth has remained surprisingly firm, with recent data confirming that underlying momentum has not deteriorated despite policy uncertainty and geopolitical noise. Current... Show More
Piotr Slowinski
Piotr Slowinski
Poland
10mo
U.S. equities are entering 2026 with constructive momentum, but with rising complexity beneath the surface. After four consecutive years of gains and a roughly mid-teens return for the S&P 500 ($SPY) in 2025, consensus among major institutions remains broadly optimistic. Among others, both Morgan... Show More

About Piotr Slowinski
Poland
Strategy: Multi-Strategy

Diversified portfolio, optimal strategy for medium to long-term, “be wise , not greedy”.
Show Full Bio
5 Copiers
48 Followers

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