Research & Analytics
Alphabet (GOOGL) — Investment Memo
July 2026 · Full AI stack: Search, Cloud +63%, TPU, Waymo. 10 pages, pros/cons, TipRanks consensus.
Investment Memo · RU · EN
Robotics & Physical AI
May 2026 · Four-fund exposure: BOTZ / ROBO / HUMN / KOID. $100,000 model position.
Investment Memo · RU · EN
AI Exposure
May 2026 · Four-fund AI exposure: AIQ / TCAI / SOXX / DRAM. $100,000 model position.
Investment Memo · RU · EN
Battery Tech Exposure
June 2026 · Three-fund battery value-chain exposure: LIT / L&G Battery Value-Chain / SOL Solid-State. $100,000 model position.
Investment Memo · RU · EN
Tin: Structural Shortage
June 2026 · Commodity thesis — structural deficit by 2030. Core vehicle TINM (WisdomTree Tin ETC). $100,000 model position.
Investment Memo · RU · EN
Infrastructure Exposure
June 2026 · Two-fund structure: PAVE (U.S.) / IGF (global). U.S. manufacturing revival + $3.7T investment gap. $100,000 model position.
Investment Memo · RU · EN
AI Infrastructure Full List
54-name USD picks & shovels basket — semiconductors, data centres, optical, power. Investor memo EN / RU.
AMC · Thematic
AI Infrastructure Tracker
Real-time monitoring of AI infrastructure companies — capex, revenue, valuation multiples.
Equity Research
AI Thesis Monitor
5-pillar AI investment thesis scoring — infrastructure, models, applications, enablers, risks.
Macro / Thematic
Korea Semiconductor Export Monitor
Monthly Korean chip export data — trend analysis, key destinations, cycle positioning signal.
Equity Research · Semicon
Insider Buyers Tracker
Insider transaction signal tracker — cluster buys, officer transactions, conviction scoring.
Alpha Research
Earnings Tracker
Weekly earnings calendar — upcoming reports, consensus estimates, surprise history.
Equity Research
Seasonality Strategy
Monthly equity seasonality patterns — historical return distributions, entry/exit signals, cross-asset seasonality overlay.
Strategy · Quantitative
Twin Momentum Dashboard
Dual-momentum strategy — absolute + relative momentum scoring across equity, fixed income, and alternative asset classes.
Strategy · Momentum
Buffer ETF Analysis
Defined-outcome ETF comparison — buffer levels, cap rates, outcome periods, and risk/return tradeoffs across major buffer ETF families.
ETF · Structured
Financial Markets Overview 2026
Cross-asset market overview — equities, fixed income, commodities, FX. Key levels, YTD performance, and macro context for 2026.
Macro · Multi-Asset
Arbitrage & Structured Products
SNDK · MU · IREN · NBIS — Structured Note Arbitrage
4-ticker Outperformance Certificates (200% / 150%) — secondary-market discount, breakeven, buffer analysis. MTM, maturity scenarios, p.a. returns.
Structured Products · Arbitrage
GEV · NVDA · COPX · NBIS · DRAM — Arbitrage Notes II
5 Outperformance Certificates (200% / 100%) on secondary market. NBIS +22.3% MTM, DRAM +14.9% (Memory ETF new), NVDA +8.9%, GEV +6.4%, COPX near par. EN/RU · June 2026.
Structured Products · Arbitrage · June 2026
Investment Principles
Portfolio Allocation Framework
May 2026 · Strategic asset allocation framework — risk budgeting, position sizing, rebalancing rules.
Framework · EN
Investment Principles — English
Structured solutions — payoff scenarios, barrier analysis, upcoming maturities. Full framework in English.
Principles · EN
Принципы инвестирования — Русский
Принципы инвестирования — структурированные решения, сценарии выплат, анализ барьеров. Полная версия на русском.
Principles · RU
Education & Tools
Wealth Management Training Program
Interactive 6-week curriculum — industry landscape, portfolio construction, structured products, client communication, behavioral finance, KYC/AML. Progress tracking, quizzes, glossary and notes.
Education · Training
Investing Simulator
Interactive portfolio simulator — behavioral biases, risk/return scenarios, allocation modelling.
Education / Tools
Risk Profile Questionnaire
Client risk tolerance assessment — scoring model, investor profile classification, and recommended asset allocation output.
Client Onboarding · Tools
40 Questions for Your Advisor
Essential due diligence questions for evaluating a wealth manager — fees, conflicts of interest, investment process, and performance transparency.
Education · Client
Ideas — June 2026
VEEV · TYL — Punished Compounders
Май 2026 · Инвестмеморандум. Veeva (VEEV) и Tyler (TYL) — вертикальный софт со структурным рвом, распроданный на ИИ-нарративах. VEEV: forward P/E ~18× против медианы ~60×. TYL: ~27% CAGR по EPS за 5 лет. Обе BUY.
Equity Research · Initiating Coverage
Nestlé CLN — Range Accrual 10.60% p.a.
Июнь 2026 · Credit-Linked Note (Morgan Stanley / Nestlé S.A.). Купон 10.60% p.a. при 10Y CMT ≤ 5%. Тезис: фискальный потолок США + AI-дефляция удержат ставки в диапазоне.
Structured Notes · Rates + Credit