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Ruslan Averin

Financial analyst covering Japanese equities, commodities, and global markets. Independent research at averin.com

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The 10-Year at 4.55% — Reading the Bond Market's Verdict
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The 10-Year at 4.55% — Reading the Bond Market's Verdict

#investing #finance #stocks #technology
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3 min read
US Shale — The Oil Barrel With No Chokepoint Attached
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US Shale — The Oil Barrel With No Chokepoint Attached

#investing #finance #stocks #technology
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2 min read
Tanker Rates Are the Cleanest Way to Own a Chokepoint Crisis
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Tanker Rates Are the Cleanest Way to Own a Chokepoint Crisis

#investing #finance #stocks #technology
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3 min read
The Second Logistics Front — Red Sea Tankers and Kazakhstan's Pipeline
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The Second Logistics Front — Red Sea Tankers and Kazakhstan's Pipeline

#investing #finance #stocks #technology
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3 min read
Brent Near $100 — What It Does to Inflation and the Fed's Hands
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Brent Near $100 — What It Does to Inflation and the Fed's Hands

#investing #finance #stocks #technology
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3 min read
The Rotation Out of Semiconductors — Signal or Trap
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The Rotation Out of Semiconductors — Signal or Trap

#investing #finance #stocks #technology
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2 min read
Who Gets Paid While the AI Buildout Is Still Unproven
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Who Gets Paid While the AI Buildout Is Still Unproven

#investing #finance #stocks #technology
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3 min read
Oracle Is Spending 86 Cents of Every Revenue Dollar on Capex
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Oracle Is Spending 86 Cents of Every Revenue Dollar on Capex

#investing #finance #stocks #technology
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2 min read
Alphabet Fell 5% on Good News — What the Capex Raise Actually Costs
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Alphabet Fell 5% on Good News — What the Capex Raise Actually Costs

#investing #finance #stocks #technology
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2 min read
The AI Capex Bill Came Due — And Revenue Didn't Show Up
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The AI Capex Bill Came Due — And Revenue Didn't Show Up

#investing #finance #stocks #technology
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3 min read
Micron — Sold-Out HBM and a Trillion-Dollar Cap
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Micron — Sold-Out HBM and a Trillion-Dollar Cap

#investing #finance #stocks #technology
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3 min read
Western Digital — 2026 HDD Output Is Already Sold Out
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Western Digital — 2026 HDD Output Is Already Sold Out

#investing #finance #stocks #technology
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2 min read
Super Micro — When Gross Margin Nearly Doubles Overnight
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Super Micro — When Gross Margin Nearly Doubles Overnight

#investing #finance #stocks #technology
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3 min read
SanDisk — The NAND Pure-Play Riding the AI Memory Squeeze
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SanDisk — The NAND Pure-Play Riding the AI Memory Squeeze

#investing #finance #stocks #technology
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3 min read
IREN — The Bitcoin Miner That Became an AI Cloud Landlord
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IREN — The Bitcoin Miner That Became an AI Cloud Landlord

#investing #finance #stocks #technology
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2 min read
Where Patient Capital Goes When AI Hardware Gets Crowded — The Kyiv Property Case
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Where Patient Capital Goes When AI Hardware Gets Crowded — The Kyiv Property Case

#investing #finance #realestate
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2 min read
Lockheed Martin — The Cheap Interceptor Maker With a Broken Quarter
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Lockheed Martin — The Cheap Interceptor Maker With a Broken Quarter

#investing #finance #stocks #geopolitics
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3 min read
Occidental — Catching the Oil Spike With Zero Hormuz Risk
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Occidental — Catching the Oil Spike With Zero Hormuz Risk

#investing #finance #stocks #geopolitics
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3 min read
RTX — The Company That Builds the Interceptor Fired Over the Gulf
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RTX — The Company That Builds the Interceptor Fired Over the Gulf

#investing #finance #stocks #geopolitics
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3 min read
Cheniere — America's LNG Answer When Hormuz Threatens Qatar's Gas
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Cheniere — America's LNG Answer When Hormuz Threatens Qatar's Gas

#investing #finance #stocks #geopolitics
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3 min read
Frontline — The Purest Bet on a Choked Strait of Hormuz
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Frontline — The Purest Bet on a Choked Strait of Hormuz

#investing #finance #stocks #geopolitics
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3 min read
Energy Recovery — A Near-Monopoly on Desalination, in the Middle of a Reset
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Energy Recovery — A Near-Monopoly on Desalination, in the Middle of a Reset

#investing #finance #stocks #water
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3 min read
American States Water — 71 Years of Raises, and a Hidden Growth Engine
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American States Water — 71 Years of Raises, and a Hidden Growth Engine

#investing #finance #stocks #water
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3 min read
California Water Service — A 59-Year Dividend King With an Ugly Quarter
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California Water Service — A 59-Year Dividend King With an Ugly Quarter

#investing #finance #stocks #water
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3 min read
Mueller Water — Betting on Iron Pipes While Everyone Chases Chips
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Mueller Water — Betting on Iron Pipes While Everyone Chases Chips

#investing #finance #stocks #water
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3 min read
Veralto — The Quiet Water-Quality Compounder Nobody Talks About
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Veralto — The Quiet Water-Quality Compounder Nobody Talks About

#investing #finance #stocks #water
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3 min read
Stocks Down, Oil Up — The Market's Two-Front Week
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Stocks Down, Oil Up — The Market's Two-Front Week

#investing #finance #stocks #analysis
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2 min read
The Semiconductor Selloff — When the Market's Winners Become the Fault Line
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The Semiconductor Selloff — When the Market's Winners Become the Fault Line

#investing #finance #stocks #analysis
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2 min read
SpaceX Fell Below Its IPO Price — The Hype Trade Meets Gravity
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SpaceX Fell Below Its IPO Price — The Hype Trade Meets Gravity

#investing #finance #stocks #analysis
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2 min read
Pentair Fell 21% — A Guidance Cut and a CFO Out the Door on the Same Day
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Pentair Fell 21% — A Guidance Cut and a CFO Out the Door on the Same Day

#investing #finance #stocks #analysis
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2 min read
AppLovin Dropped 13% on Nothing — When the AI Trade Sells the Best First
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AppLovin Dropped 13% on Nothing — When the AI Trade Sells the Best First

#investing #finance #stocks #analysis
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2 min read
IBM's 25% Crash — Its Worst Day Ever, and What It Says About AI
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IBM's 25% Crash — Its Worst Day Ever, and What It Says About AI

#investing #finance #stocks #analysis
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2 min read
Vertex Buys Crinetics for $10B — A Clean Look at the Deal and the Spread
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Vertex Buys Crinetics for $10B — A Clean Look at the Deal and the Spread

#investing #finance #stocks #economy
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3 min read
22% Earnings Growth — And Why Most of It Rides on One Theme
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22% Earnings Growth — And Why Most of It Rides on One Theme

#investing #finance #stocks #economy
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3 min read
The Banks Just Told Us the Freeze Is Over
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The Banks Just Told Us the Freeze Is Over

#investing #finance #stocks #economy
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3 min read
The AI Trade Moved On — Now It's About Power, Memory and Cooling
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The AI Trade Moved On — Now It's About Power, Memory and Cooling

#investing #finance #stocks #economy
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3 min read
TSMC's June: Sales Up 68% and the AI Buildout Still Isn't Slowing
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TSMC's June: Sales Up 68% and the AI Buildout Still Isn't Slowing

#investing #finance #stocks #economy
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3 min read
Morgan Stanley's Record Quarter — The Print That Reset the Bank Trade
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Morgan Stanley's Record Quarter — The Print That Reset the Bank Trade

#investing #finance #stocks #economy
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3 min read
Toyota: почему и когда я бы покупал акции — разбор 2026
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Toyota: почему и когда я бы покупал акции — разбор 2026

#investing #finance #stocks #economy
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1 min read
Burry's MSFT Calls: What I Make of the Contrarian's Bet
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Burry's MSFT Calls: What I Make of the Contrarian's Bet

#investing #finance #stocks #economy
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4 min read
Ukraine's Central Bank Held at 15% — Why the Hold Matters More Than a Cut Would Have
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Ukraine's Central Bank Held at 15% — Why the Hold Matters More Than a Cut Would Have

#investing #finance #stocks #economy
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3 min read
Meta at $583 — The Market Is Pricing AI Spend as Value Destruction, and It's Wrong
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Meta at $583 — The Market Is Pricing AI Spend as Value Destruction, and It's Wrong

#investing #stocks #finance #ai
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2 min read
єОселя как политика доступного жилья: фискальная устойчивость и кто несёт субсидию
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єОселя как политика доступного жилья: фискальная устойчивость и кто несёт субсидию

#investing #ukraine #realestate #finance
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1 min read
єОселя и рынок жилья Киева 2026: как льготная ипотека двигает спрос и цены
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єОселя и рынок жилья Киева 2026: как льготная ипотека двигает спрос и цены

#investing #ukraine #realestate #finance
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1 min read
Кривая доходности ОВГЗ 2026: что рынок закладывает в гривневые и долларовые облигации
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Кривая доходности ОВГЗ 2026: что рынок закладывает в гривневые и долларовые облигации

#investing #finance #ukraine #bonds
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1 min read
ОВГЗ как класс активов: фиксированный доход фронтирного рынка
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ОВГЗ как класс активов: фиксированный доход фронтирного рынка

#investing #finance #ukraine #bonds
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1 min read
Инвестиционный ландшафт Украины 2026: суверенный долг ОВГЗ и жилищный комплекс єОселя
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Инвестиционный ландшафт Украины 2026: суверенный долг ОВГЗ и жилищный комплекс єОселя

#investing #finance #ukraine #economy
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1 min read
єОселя или аренда в 2026: что выгоднее по расчётам
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єОселя или аренда в 2026: что выгоднее по расчётам

#investing #ukraine #realestate #finance
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1 min read
Как купить квартиру через єОселя: пошагово в 2026
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Как купить квартиру через єОселя: пошагово в 2026

#investing #finance #ukraine #economy
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1 min read
єОселя 2026: новые правила государственной доступной ипотеки в Украине
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єОселя 2026: новые правила государственной доступной ипотеки в Украине

#investing #ukraine #realestate #finance
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1 min read
Портфель ОВГЗ в 2026: стратегия лестницы сроков и баланса гривны и доллара
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Портфель ОВГЗ в 2026: стратегия лестницы сроков и баланса гривны и доллара

#investing #finance #ukraine #bonds
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1 min read
Как купить ОВГЗ в 2026 году: пошаговая инструкция для частного инвестора
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Как купить ОВГЗ в 2026 году: пошаговая инструкция для частного инвестора

#investing #finance #ukraine #bonds
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1 min read
єОселя как класс активов: субсидируемая ипотека и фискальный механизм государства
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єОселя как класс активов: субсидируемая ипотека и фискальный механизм государства

#investing #ukraine #realestate #finance
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1 min read
ОВГЗ: дюрация и риск реструктуризации — как правильно оценивать премию за риск
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ОВГЗ: дюрация и риск реструктуризации — как правильно оценивать премию за риск

#investing #finance #ukraine #bonds
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1 min read
ОВГЗ в 2026: почему гособлигации — опора портфеля
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ОВГЗ в 2026: почему гособлигации — опора портфеля

#investing #finance #ukraine #bonds
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1 min read
Как инвестировать в Украине 2026: два рабочих инструмента
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Как инвестировать в Украине 2026: два рабочих инструмента

#investing #finance #ukraine #economy
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1 min read
XPeng at $13 — Exports Surging, Home Sales Slipping, Stock Down 31%
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XPeng at $13 — Exports Surging, Home Sales Slipping, Stock Down 31%

#investing #finance #stocks #economy
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2 min read
NIO at $5 — Record Deliveries, Relentless Losses, and a Pentagon Cloud
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NIO at $5 — Record Deliveries, Relentless Losses, and a Pentagon Cloud

#investing #finance #stocks #economy
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2 min read
Li Auto at $13.58 — From Profit Machine to 'Show Me' at the 52-Week Low
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Li Auto at $13.58 — From Profit Machine to 'Show Me' at the 52-Week Low

#investing #finance #stocks #economy
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2 min read
BYD at HK$82 — Exports Are Exploding, So Why Is the Stock Down 26%?
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BYD at HK$82 — Exports Are Exploding, So Why Is the Stock Down 26%?

#investing #finance #stocks #economy
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2 min read
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