Tesla is the world’s most valuable automaker, even though the market has long been paying not for cars, but for the future: robotaxis, humanoid Optimus robots, and artificial intelligence. In 2026, the bill for this future began to come...
What's on the Agenda TodayThe National Financial Council held a meetingThe NFC reviewed draft versions of the Main Directions of the Unified State Monetary Policy and the Main Directions for Financial Market Development for 2027 and the...
The asset under analysis—AT&T, Inc. (T)—is an American telecommunications company that provides mobile and landline services, cable and satellite television, and produces content through its former subsidiaries. We are assessing the...
The high commissions of the first few weeks gradually gave way to much more modest results. After ten weeks, it is now possible to assess not just individual spikes in returns, but—more importantly—how sustainable the model of earning from...
Tokenization on Solana is rapidly moving beyond individual pilot projects, and as the RWA market grows, so does the need for reliable settlements. The Solana Foundation proposes addressing this challenge with a new DvP standard developed...
Since our first report on Intuit, the investment has yielded a return of 330.2%. Over the past year, the landscape surrounding the company has changed significantly: AI-based services have begun to take customers away from TurboTax, Intuit...
MAIN THESIS Failures are no longer isolated incidents. This is a sign of a systemic problem, not a random one A single failure is a coincidence. A series of failures of the same type within a single year is a characteristic of the system....
The crypto market began Wednesday with a moderate correction: the Fear and Greed Index remains in the “greed” zone but is declining, while Bitcoin and Ether are losing ground amid geopolitical risks and large-scale liquidations. Altcoins...
The U.S. market closed the previous session on a moderately positive note amid falling Treasury yields and anticipation of the release of the FOMC minutes. Sentiment remains neutral, and volatility is at low levels. Key macroeconomic...
The asset under analysis—PJSC Aeroflot (AFLT)—is Russia’s largest airline.Under current conditions, the stock is trending downward. However, a key positive factor is the increase in passenger traffic over the last few months of last year....
The asset under analysis—MKPAO “Yandex” (YDEX)—is one of Russia’s largest information technology companies.Under current conditions, the asset is showing signs of consolidation. Key positive factors include the company’s strong financial...
What's Setting the Agenda TodaySheremetyevo is temporarily not accepting or dispatching flightsOvernight, Rosaviatsiya imposed temporary restrictions on aircraft arrivals and departures at Sheremetyevo; according to Interfax, Vnukovo and...
The asset under analysis—The Walt Disney Company (DIS)—is a multinational media corporation engaged in media and entertainment production.Under current conditions, the stock is consolidating. The key negative factor is the decline in key...
Dear customers and subscribers! Banks in Kyrgyzstan and other Central Asian countries have begun to massively reject SWIFT transfers to and from Russian citizens. Rejections are occurring even in cases where the connection to Russia is...
The crypto market opened Tuesday with a moderate decline amid a rise in the greed index and ongoing macroeconomic uncertainty. Bitcoin is holding key levels despite pressure from a strong dollar and high interest rates. Altcoins are...
U.S. stock indices closed the previous session higher, despite persistently moderate levels of fear as measured by the sentiment index. Yields on U.S. Treasury bonds continue to rise gradually, reflecting market participants’ expectations...
MAIN THESIS Deterrence worked as long as destruction was costly. It is no longer costly The entire architecture of twentieth-century global security rested on a simple economic foundation: to inflict serious damage, a state needs...
McDonald's is the world's largest restaurant chain and one of the most "safe-haven" stocks on the U.S. market: its dividend has been growing for half a century straight, and nearly all of its restaurants are owned by franchisees. Right...
The asset under analysis is a palladium futures contract (CE1!). It reflects the price of copper in U.S. dollars per metric ton.A key positive factor is the decline in metal content in ore in countries such as Chile and Indonesia. The...
The asset under analysis is PJSC “Rosneft” (ROSN), Russia’s largest oil and gas company, which is engaged in the full cycle of oil and gas production.Under current conditions, the asset is showing signs of consolidation. Key positive...