Markets, capital, and the discipline of patient investing.
RFC Capital Research publishes the independent analysis of Ruslan Averin — an investor focused on public markets, sovereign and corporate fixed income, cross-border real estate, and capital allocation across emerging and frontier markets.
No institutional mandate, no house view to defend — a working record of how one investor thinks about risk, value, and the markets most analysts avoid.
Kyiv New Builds: 44.2 Months of Supply Against Just 180 September Sales
Kyiv new-build sales fell 62% to 180 deals in September while comfort-class asking prices rose 17% to UAH 56,500 per m². Supply reached 44.2 months.
MarketsCentral Bank Under Search: Reserves, Rates and the Limits of a One-Day Story
NBU searches by NABU and SAP on 21 October 2026: confirmed facts, the hryvnia at UAH 45.0791, $47.1 billion reserves, the 16% key rate and deposit guarantees.
MarketsNetflix Q3 2026: A Profit Beat Undone by a $300 Million Advertising Downgrade
Netflix Q3 2026 earnings: EPS $0.87 beat, revenue $12.87 billion in line, Q4 guidance light and the 2026 ad target cut to $2.7 billion.
MarketsTesla Before the Q3 2026 Print: Margin Math, Credit Lines and a SpaceX Question
Tesla Q3 2026 preview: consensus EPS, automotive margin ex-credits, $30 billion credit lines, robotaxi timelines and the SpaceX merger talk before the 21 October print.
MarketsCoreWeave at $61.39: How a 15% Bond Yield Repriced the AI Build-Out
CoreWeave stock fell to $61.39 on 16 October 2026 as bond yields neared 15%. A breakdown of the $51.61 billion debt, maturities and $104 billion backlog.
MarketsUkraine Deposits October 2026: the 23% Tax, the Bank Spread and the OVDP Alternative
Deposit rates in Ukraine: UIRD 14.09% for 12 months, top offers 17.50%, a 23% tax and OVDP at 15.09% compared against inflation of 10.0%.