Recent changes Since our last the report dated 30.08.2023 of the year, the price of ten-year government bonds of Turkey (Turkey 10 Year Government Bonds), expressed in gold, has hardly changed. However, our recommendations to bet on a...
"The largest tax reform has begun in Russia" "The United States has allowed Ukraine to hit certain targets in Russia with American weapons" The planned changes in the tax system have puzzled the business quite a lot in calculating the...
NEWS / INVESTMENT EVENT "The largest tax reform has begun in Russia" "More and more Chinese banks stop accepting payments in yuan from Russia" As a result of the tax reform, the purchasing power of the population may decrease...
Recent changes Since our last the report dated 30.08.2023 of the year, the price of three-year government bonds of Turkey (Turkey 3 Year Government Bonds), expressed in gold, fell by 54.3%. In the last review, we noted that the minimum...
Greed/fear index The main economic event, of course, was the publication of the second preliminary data on the dynamics of US GDP in the 1st quarter. The forecast assumed that GDP would grow by 1.6% in annual (quarterly growth x4) terms....
NEWS/INVESTMENT EVENT "The Ministry of Finance has proposed to increase the MET for producers of mineral fertilizers by 2 times" Lower prices for phosphorus fertilizers and an increase in the tax burden can have a significant impact on the...
Greed/fear index The main economic event on Wednesday was the results of the auction for the placement of 7-year treasury bonds worth $ 44 billion. Treasury bond yields continued to rise after a series of weaker-than-expected auction...
NEWS / INVESTMENT EVENT "The situation with aluminum P1020 in Europe is acute" Rio Tinto, the second largest alumina producer, has declared force majeure on shipments of alumina from its Australian plants due to gas shortages. China's key...
Recent changes Since our last the report dated 12/01/2023 of the year, the company's shares in gold fell by 22.2%. Our goal of 13.6 was achieved on 03/05/2024, which could bring up to 81.9% per annum to those who shared our opinion with...
Greed/fear index The main economic event on Tuesday was the publication of data on the CB consumer confidence index for May. The forecast assumed that the index would decrease from 97.0 in April to 95.6 in May. Here's what we wrote about...
NEWS / INVESTMENT EVENT "Deputies are coming to the finish line in working with tax legislation" "The head of the Central Bank may raise the key rate again" "Stoltenberg called for allowing Ukraine to use foreign weapons for strikes...
Greed/fear index The main economic event on Monday was the traditional lack of news on the first day of the week, reinforced by the lack of trading in connection with the celebration of Memorial Day in the United States. In this regard,...
NEWS / INVESTMENT EVENT "Oil continues to fall on fears of a rate hike by the US Federal Reserve" The lack of an expected result in combating inflation forces the Fed to tighten its rhetoric up to the possibility of further rate hikes,...
Recent changes Since our last According to the report dated 01/22/2024, the company's shares in gold fell by 15.9%. This could bring up to 59.0% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our...
Greed/fear index The main economic event on Friday was the publication of data on expected inflation from the University of Michigan for May. The forecast assumed that it would grow from 3.2% in April to 3.5% in May. As a result, the...
NEWS / INVESTMENT EVENT "OMV warned about the risk of Austria being left without Russian gas" The EU Court may suspend OMV payments to Gazprom, which will result in the termination of Russian gas supplies to Austria (90% of gas from...
Recent changes Since our last the report dated 11.12.2023 of the year, the company's shares in gold fell by 12.5%. This could bring up to 32.7% per annum to those who shared our opinion with us. The fall in gold stocks will continue. Our...
Greed/fear index The main economic event on Thursday was expected to be the publication of preliminary data on the business activity index (PMI) in the US services sector for May. The forecast assumed that it would grow from 51.3 points in...
NEWS / INVESTMENT EVENT "The shortage of silver will continue in 2024" The active development of the "green economy", in particular the development of photovoltaic capacities, increased the demand for silver in industry by 10% in 2023....
Greed/fear index The main economic event on Wednesday was the publication of the FOMC protocols. Here's what we wrote about it in the last review: "Market participants will monitor the change of every word in the committee's assessment of...