... opportunity to buy undervalued assets after its burst. Prior to the 2008 financial crisis, Buffett also maintained substantial reserves and minimized risks, allowing Berkshire to invest in several companies under favorable conditions during the height of ... ... the pandemic, Berkshire was not in a hurry to exhaust all accumulated capital but instead invested selectively (in the oil and gas sectors and others), waiting for more obvious imbalances in valuations. Now, Buffett once again demonstrates his famous patience: ...

... season in Russia is just getting started. Most public companies in Russia will present their reports in August (banks, oil and gas, retail, etc.). Therefore, today Russian investors are focusing more on the external backdrop – economic events abroad and ... ... Australia: RBA Minutes The day began with news from the Asia-Pacific region. At 04:30 MSK, the minutes from the latest meeting of the Reserve Bank of Australia (RBA) were released. Investors are closely examining this document for hints about the future trajectory ...

... balance continues to support the national currency. Main Risks for the Ruble Despite moderate predictions, analysts highlight several risk factors that may exert pressure on the ruble: Sanctions: Potential tightening of restrictions related to oil and gas exports, as well as Russian banks' access to international settlements. Federal Reserve Rates: An increase in interest rates by the U.S. Federal Reserve could intensify capital outflow from emerging markets, including Russia. Oil Prices: Fluctuations in oil and other commodity prices may affect the country's currency inflows. Conclusion ...

... Activity Index for July. A composite indicator for Canada's economy—an additional piece of the global PMI puzzle this week. 17:30 (USA): EIA report on natural gas inventories (week). Important for assessing supply and demand balance in the energy market (gas). 18:00 (USA): New York Fed's inflation expectations index (July). Shows how Americans view inflation developments a year ahead—an important signal for the Federal Reserve. Corporate Earnings: Before market open: Siemens AG, Toyota Motor, Eli Lilly, Adidas. Thursday morning will see reports from several global companies: German industrial conglomerate Siemens will present its results for Q3 FY2025 (a signal about ...

... reserves, while the geological estimate of reserves grew from 80 million to 105 million tons between 2020 and 2024, including reserves in Bolivia, which were revised upward from 21 million to 23 million tons. The geography of extraction is also expanding.... ... (24%), as well as Africa (12%) and Europe (14%). A significant contribution to future supply growth will come from oil and gas companies, which extract lithium from brines. According to "Infomine" estimates, brines currently account for 46% ...