NEWS/INVESTMENT EVENT "The largest tax reform has begun in Russia" "The Central Bank may raise the key rate in July" A significant increase in the tax burden, a trend towards an increase in the key rate and a strong ruble exchange rate do...
Greed/fear index The main economic event on Tuesday was the announcement that the Technology Select Sector SPDR fund will rebalance at the end of trading on Friday, as a result of which Nvidia will make up the majority of the index....
News block 1. Ripple: end of litigation with the SEC Ripple vs SEC litigation, which has been going on since 2020, is nearing completion. There is a high probability that the case will be completed this summer. Ripple will have to pay a...
NEWS/INVESTMENT EVENT "The profit of Russian coal companies fell by 97% in January-March" Lower coal prices, logistical problems in shipping to Asia and tax innovations reduce the attractiveness of the company's shares. The strong and...
Greed/fear index The main economic event on Monday was the traditional lack of news on the first day of the week. In the last report, we noted that markets in the United States like to close the pre-holiday day at the top. On Wednesday,...
News block> 1. Financing of crypto startups exceeded $100 billion Data from the DefiLlama aggregator shows that from mid-2014 to the present, more than $100 billion has been raised for cryptocurrency startups. As of June 16, 2024, the...
NEWS/INVESTMENT EVENT "G7 countries will tighten sanctions against oil and metals from Russia" New "innovative" sanctions are gradually narrowing the range of possible circumventions of current restrictions without consequences for...
Index of greed/fear The main economic event on Friday was the publication of data on the consumer sentiment index from the University of Michigan for June. The forecast assumed that it would grow from 69.1 points in May to 72.1 in June. As...
News block> 1. Ethereum-ETF: trading launch this summer Gary Gensler, chairman of the U.S. Securities and Exchange Commission (SEC), told senators at a budget hearing that his agency had previously approved an initial round of applications...
Norilsk Nickel – a bouquet of risks NEWS/INVESTMENT EVENT "In 2023, sanctions restrictions and geopolitical challenges put significant pressure on Norilsk Nickel's financial performance "Long-term negative trends in nickel and palladium" A...
News block> 1. Eight miners have surpassed the $1 billion valuation Recent Farside data shows that 8 of the 30 largest publicly traded BTC miners have exceeded a market capitalization of $1 billion. Marathon Digital Holdings leads with a...
NEWS/INVESTMENT EVENT "Nickel and aluminum prices on the LME are likely to rise due to Russian sanctions" The excessive production of nickel in the world and the low price of the metal allows Western countries to impose stricter...
Acquisition of Standard Custody & Trust Company This month, after receiving the necessary regulatory approvals, Ripple announced the acquisition of Standard Custody & Trust Company, which specializes in storing digital assets.assets. The...
News block> 1. Trump promises support to miners Donald Trump met with the director of Bitcoin Magazine David Bailey and representatives of top mining companies - Marathon Digital, Riot Platforms, CleanSpark. At this meeting, Trump...
NEWS/INVESTMENT EVENT "The number of jobs in the US non-agricultural sector increased by 272,000 in May. This figure exceeded market expectations of 185,000 and April's growth of 165,000 by a wide margin" "Inflation in Europe has marked a...
Recent changes Since our last the report dated 08/28/2023 of the year, the share price of the iShares 20+ Year Treasury Bond ETF, expressed in ounces of gold, fell by 21.8%. In a previous review, we noted that the minimum target for...
News block> 1. Hong Kong: Ernst & Young research Chris Barford, head of data consulting and Financial services analysis at Ernst & Young Hong Kong, notes that after the approval of spot crypto ETFs in Hong Kong, no bank has yet listed...
NEWS/INVESTMENT EVENT "Gazprom Neft will switch to a management model similar to the parent company from April 5" Gazprom has a reputation for not being the most efficient business. Dividends and increasing shareholder value are not a key...
News block> 1. Trump Promises to become a crypto president Former US President and current Republican candidate Donald Trump visited Silicon Valley to raise funds for his election campaign.span> Trump managed to raise $12 million as a...
"Tax innovations and falling oil prices will not reduce dividends." The financial condition of Surgutneftegaz has a negligible impact on the quotations of the company's ordinary shares, since no dividends are actually paid on the...