Financial Market Analysis & Investment Research
Danaher closed its largest deal in recent years—the $9.9 billion cash acquisition of Masimo—announced a change in CEO, and significantly increased its debt. Despite a strong quarterly report, the stock price fell 11% in a single trading...
Crypto Market Analysis & Daily Market Reviews
The morning on the crypto market was marked by a sharp shift in sentiment: a neutral Fear & Greed Index, the largest outflows from Bitcoin ETFs this quarter, and the failure of a key bill in the U.S. Senate. Investors are cutting their...
Financial Market Analysis & Investment Research
The market is showing signs of heightened caution amid expectations of Fed decisions and rising U.S. Treasury yields. Sentiment remains negative, and volatility is moderately elevated. Key macroeconomic events in the coming hours could set...
Financial Market Analysis & Investment Research
The asset under analysis—MKPAO “OZON” (OZON)—is a holding company engaged in e-commerce and developing its own ecosystem, including logistics and financial services. Assessment of the outlook for the company’s securities.Under current...
Financial Market Analysis & Investment Research
The asset under review—PJSC “GMK Norilsk Nickel” (GMKN)—is a diversified mining and metallurgical holding company and the world’s largest producer of palladium and nickel. Assessment of the outlook for the company’s securities.Under...
Financial Market Analysis & Investment Research
The asset under analysis—The Procter & Gamble Company (PG)—is a multinational corporation that manufactures and sells a wide range of consumer goods. Assessment of a potential short-term trend.Under current conditions, the asset is...
Crypto Market Analysis & Daily Market Reviews
The morning on the crypto market is marked by anticipation of a pivotal vote on the Clarity Act in the U.S. Senate and ongoing macroeconomic tensions. The Fear and Greed Index shows rising optimism, despite a correction in leading...
Financial Market Analysis & Investment Research
Markets closed the previous session amid growing caution ahead of key Fed decisions. Sentiment is shifting toward fear, and a moderate increase in volatility reflects expectations of monetary tightening. Major U.S. stock indices closed...
Financial Market Analysis & Investment Research
Eli Lilly is the first pharmaceutical company with a market capitalization of approximately one trillion dollars: revenue for the second quarter of 2026 rose by 48%, and Mounjaro became the world’s best-selling drug. But the same earnings...
Financial Market Analysis & Investment Research
The asset under analysis—PJSC “RusHydro” (HYDR)—is Russia’s largest energy holding company, managing more than 600 power generation facilities with a total capacity of 38.7 GW. Assessment of the outlook for the company’s securities.Under...
Financial Market Analysis & Investment Research
The asset under analysis—MPAO “OK RUSAL” (RUAL)—is one of the world’s largest aluminum producers, engaged in the full production cycle: from mining to the manufacture of finished products. Assessment of the future trend of the company’s...
Political analytics and forecasts
1.5 million new soldiers—that’s not a slogan, but a quantifiable goal. Formally speaking, the country has enough men to meet this goal. What it lacks is money and manpower. We examined three constraints: demographics, the contract soldier...
Financial Market Analysis & Investment Research
The asset under analysis—T-Mobile US, Inc. (TMUS)—is a major U.S. wireless carrier that provides mobile voice and data services, as well as sells mobile devices and accessories. Assessment of the company’s stock price outlook.Under current...
Financial Market Analysis & Investment Research
Fiscal Year 2026 was a record-breaking year for Palo Alto Networks: revenue exceeded $11 billion for the first time, and the $25 billion acquisition of CyberArk marked the largest deal in the company’s history. At the same time, net income...
Crypto Market Analysis & Daily Market Reviews
The crypto market started the week with moderate optimism, despite ongoing regulatory uncertainty and geopolitical risks. Investors continue to monitor developments surrounding the CLARITY bill in the U.S. and the fallout from recent...
Financial Market Analysis & Investment Research
The asset under analysis—PAO “Severstal” (CHMF)—is Russia’s largest full-cycle steel producer. Assessment of the likely price movement of the company’s securities.Under current conditions, the asset is showing consolidation. At the same...
Financial Market Analysis & Investment Research
The asset under analysis—the USD/RUB currency pair—reflects the value of the U.S. dollar relative to the Russian ruble. An assessment of the currency pair’s potential movement in the short term.Under current conditions, the asset is...
Political analytics and forecasts
A trade bridge between geopolitical blocs may remain open on the map—but cease to function within the banking system. Why Turkey, the UAE, and Central Asia risk paying the price for their multi-vector approach, and what this means for...
Political analytics and forecasts
AI promises to free humans from routine tasks. But what will happen if, along with routine tasks, we hand over to it our ability to understand the world? An original scenario spanning twenty years: from cognitive stratification to an...
Political analytics and forecasts
We warned that the Houthis would advance to Bab el-Mandeb and that oil prices would reach $110. That’s exactly what happened. But buying into the war after such a price spike is a mistake. Our next move is the opposite: first,...
