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Демократы победили! Что будет с рублём, нефтью и санкциями? Акции США падают! — Transcript

by pro.finansy | Ольга Гогаладзе · 4,539 words · 747 segments · language en · Watch on YouTube

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0:00Hello everyone. Olga Holland here, and
0:02we're starting with the latest financial
0:05news from the past week.
0:11>> The most important event of the past
0:13week was the election in the United
0:14States. It might seem like just some
0:16Congress, some Democrats, some
0:18Republicans. How does this even concern
0:21us? It concerns us quite a lot. How it
0:23affects us, I will explain a little
0:25later. But first, I will explain to you
0:27what actually happened, what occurred.
0:30In America, there is a legislative body
0:32, Congress, which creates new laws,
0:35decides where to spend money and where
0:37not to, who to investigate, and so on.
0:41Everything—who to impose sanctions on
0:43and who not to—is determined by them.
0:47And there are two forces there.
0:49These are the Democrats and the
0:52Republicans. The Republican Party is
0:54Trump's party. Everyone knows that.
0:57And if the majority of people sitting in
0:59Congress are Republicans, then Trump can
1:02easily push through all his initiatives
1:05.
1:06They will vote just as Trump needs, and
1:08that's it. It turns out that the
1:10president is endowed with such almost
1:13unlimited power, you could say.
1:16If we talk about how things stand now,
1:18after the elections, Trump's power has
1:21been significantly limited because a
1:24larger number of seats in Congress now
1:27belong to the Democrats.
1:29And the Democrats can pass laws that
1:32will not allow Trump to push through
1:35actions that he used to pass easily.
1:39Congress can vote against what the
1:41president is doing.
1:43Congress can create a law that the
1:45president does not like. The president
1:48can veto it.
1:50But if Democrats plus a certain number
1:52of Republicans voted for this law—
1:54meaning they reached a certain majority
1:57of votes—then Trump cannot even exercise
2:00a veto.
2:02And that is precisely why issues in
2:05America will be decided based on what
2:08the Democrats say. America is a very
2:11important actor worldwide.
2:13This means their actions dictate how
2:16people will live in other countries as
2:19well.
2:20As unpleasant as it may be to realize,
2:21it is the truth. For example, here is a
2:24specific case. Democrats are more
2:27strictly auditing technology companies
2:29for compliance with sanctions.
2:32I wrote about this in my channel, that
2:34they are pressuring management and
2:36inviting them for interviews.
2:39Conducting investigations and so on.
2:42Are you making enough effort to comply
2:44with sanctions and, for instance, not
2:46sell your chips—if you are Nvidia, for
2:49example—not to sell your chips to Russia
2:51, because Russia is under sanctions and
2:54shipping chips is prohibited.
2:56Are you making enough effort to ensure
2:59that these chips don't end up in Russia
3:02via some third countries?
3:05Are you putting in enough effort to
3:07identify whether or not people from
3:09restricted areas are using your services
3:11?
3:12For example, a company like Anthropic,
3:14which provides Claude, has started
3:16banning everyone indiscriminately very
3:18strictly. This is also connected to the
3:20elections in America.
3:22But is Anthropic putting in enough
3:24effort to identify people who use their
3:27services from sanctioned territories?
3:30Maybe they need to ban them? Maybe you
3:32aren't putting in enough effort?
3:35And if you aren't putting in enough
3:37effort, you get fined, and they don't
3:39want fines, so they implement additional
3:41efforts, and this hits Russia’s
3:43technological resilience, for example.
3:47And this is a real situation, because in
3:49general, Russia has enough money to buy
3:51all sorts of computing power, but it is
3:53precisely the sanction restrictions that
3:56prevent them from buying the amount they
3:58might want.
3:59And why is computing power important? I
4:01will give you a concrete example of how
4:03this affected me. Just so you get an
4:06illustration of this.
4:08When I was deploying my personal
4:10artificial intelligence on my server—
4:12well, not my personal AI, but an AI on
4:15my server—I needed to buy a paid server
4:17so that it would be more powerful.
4:20But I decided to test a free server.
4:23What would happen in this case? I
4:24deployed ChatGPT on a free server,
4:27launched it, and wrote in the chat.
4:30I did this through a Telegram chat. I
4:32wrote: "Hello."
4:34And by the time my signal got there, was
4:36processed, and it replied, two minutes
4:38had passed for the "hello" request.
4:41But when you connect to a paid server, a
4:43more powerful one, naturally everything
4:45flies, and naturally you can upload
4:47files there, they get processed, they
4:48answer you—that is, power, chips.
4:51What is computing power? It's data
4:53centers, and data centers consist of
4:54chips, of computers. And these computers
4:57are forbidden from being supplied to
5:00Russia under sanctions. That's the kind
5:02of story it is.
5:03Just so you understand how Democrats can
5:06actually influence life in Russia, not
5:08just through war in Iran, through oil,
5:10and so on.
5:11They can influence it. They can and they
5:13do influence it. What actually happened
5:15?
5:16On January 3rd, 2027, the new Congress
5:18will take office, and from that point on
5:21, they can already pass various laws.
5:26And control certain decisions.
5:29In 2024, Trump won by promising people a
5:31cheaper life and America, and American
5:33interests first.
5:35What was the end result?
5:38Over the two years Trump has been
5:40president, they've faced tariffs that
5:43raised the cost of living, a war with
5:46Iran, expensive gas—it went from about 2
5:49dollars a gallon to around 4—
5:51accelerated inflation, and Federal
5:54Reserve interest rate hikes, which in
5:57turn make mortgages and loans more
5:59expensive.
6:02Naturally, Trump is currently at, shall
6:05we say, his historical low in popularity
6:09ratings.
6:11And since he is the leader of the
6:13Republican Party, people aren't voting
6:15for Republicans.
6:17The people who used to vote for the
6:18Republicans have switched to the
6:20Democrats.
6:22Even traditionally Republican states
6:24closer to Latin America, like Texas, for
6:27instance, have voted for the Democrats.
6:30And, uh, the state leader is a Democrat
6:33, so they have lost entire states there
6:36.
6:37And so the situation is that Americans
6:39don't like this, if we look specifically
6:41at the reasons.
6:43JD Vance wrote about it directly. He is
6:45, well, you could say, the Vice
6:46President—the President's right-hand man
6:48, the next most important person in
6:50America after the President. JD Vance is
6:52relatively young; he’s not even 50 yet.
6:56And he wrote that we lost because of the
6:59war with Iran. So, he’s distancing
7:01himself with his rhetoric from Trump’s
7:03policies.
7:05I see this as our weak point, and I
7:07don't exactly agree with it, because
7:09Trump doesn’t have much time left at the
7:12helm; he’s no longer young.
7:15But JD Vance has his entire political
7:18career ahead of him, so distancing
7:20himself from unpopular political
7:22decisions is good for his career.
7:24Plus, he is also a Republican. And in
7:27this way, he is, well, by voicing these
7:30mistakes, he is bringing back the voters
7:34who moved to the Democrats. They might
7:37think—what kind of logic goes through
7:39their minds?— "they acknowledge their
7:42mistakes, they’ll fix them, I’ll vote
7:44for the Republicans again now."
7:47So, JD Vance is also pulling the
7:49Republicans 'reputation into a more
7:51winning position, because right now they
7:54are clearly in a losing position.
7:57How did they even reach this point, the
7:59Republicans? First, Trump was the first
8:01, as I already said, to introduce
8:02large-scale tariffs.
8:04If you evaluate these tariffs as an
8:06economic effect, the average American
8:08family loses about 1,200 dollars a year
8:10due to these tariffs.
8:14Because goods are becoming more
8:15expensive. For example, clothing prices
8:17rose by 17.5%due to the tariffs.
8:21Cars became, on average, 5 to 10
8:22thousand dollars more expensive.
8:25Imported cars. The US and Israel start a
8:28war with Iran. Gas prices go up.
8:32And gas prices, in turn, are factored
8:34into all goods that are transported in
8:36any way. This led to inflation.
8:39To give you specific numbers, before the
8:42start of the war with Iran, inflation
8:45was under 2.5%, and then it jumped to 4
8:47%and higher.
8:50Then they raised the interest rate. This
8:52is a classic measure for fighting
8:54inflation. And inflation went below 4%.
8:58But it’s still high again. It started to
9:00increase once more. US inflation is
9:02currently 3.7%. And this could push the
9:05Fed to raise the interest rate once
9:07again. And we know better than anyone
9:10that high interest rates are unpleasant
9:12. You can’t take out a mortgage. Mmm,
9:14generally, loans are expensive. Overall
9:17, you can feel that people have started
9:19to spend less.
9:20This hits businesses because people are
9:22spending less money. Because people are
9:25spending less, businesses have less
9:26money, employers are less willing to
9:28raise wages, they tighten conditions for
9:30employees, and ultimately the ordinary
9:32person suffers. If we talk about
9:35deciding factors, 55%of voters say the
9:38deciding factor against the Republicans
9:41was corruption in the government. It’s
9:45not obvious. Meaning they believe Trump
9:47puts his personal interests above the
9:48interests of America.
9:50The rising cost of living concerns 49%
9:53of voters, and war concerns 34%, which
9:56is overall a serious figure.
9:59Six out of ten voters, I repeat, believe
10:01that Trump puts his personal interests
10:03above the interests of the American
10:04people.
10:07Immigration raids—you’ve surely seen
10:09this story online—police, specifically
10:11immigration, are now very strictly
10:13catching migrants right on the street,
10:15literally catching them.
10:18And for Americans, when this started, it
10:20was considered wild.
10:22In Russia, we’re used to police standing
10:25near the metro and being able to stop
10:28just about anyone to check their
10:30documents. And if you don’t have
10:33documents establishing your status on
10:34the territory of the RF, proving you
10:36have the right to live here, or if your
10:38documents have expired, you’re taken
10:40straight to the station and deported. We
10:42in Russia are kind of used to this.
10:44In America, there are many such migrants
10:47who arrived on some student visa, stayed
10:49to live there for years, the visa
10:51expired, but they live there, work
10:53unofficially, and everything they do is
10:55off the books.
10:57It is precisely these kinds of migrants
11:00that the police are rounding up, as
11:02there are many Latin Americans in this
11:04segment of people being detained.
11:07And these Latin Americans are very often
11:10relatives, or even acquaintances and
11:12friends of those who live legally in
11:14America, meaning they are integrated
11:17into communities of people who are legal
11:19, but their friends were subjected to
11:22these raids by Trump’s anti-immigration
11:24policy.
11:25Naturally, they are losing these voters
11:27.
11:28And so the Latin American states, which
11:31are historically considered as such,
11:33massively supported Trump in 2024 and
11:36massively turned away from him in 2026.
11:39This also influenced the election
11:41results. Elon Musk invested a lot of
11:43money to help the Republicans win, but
11:45his bet did not pay off.
11:47He put in more, well, almost 500 million
11:49dollars he invested in these elections.
11:51The bet did not work. He joked: "Looks
11:54like my space lasers for election
11:56interference didn't work this time."
11:58Just a little joke. That’s the story.
12:01That is the story. Now let’s talk about
12:03what this means for sanctions, for the
12:05ruble, and for the markets.
12:08A Democratic victory completely changes
12:10the rules of the game for Russia,
12:11because immediately after this situation
12:13, and Democrats are against the war in
12:15Iran, the market immediately reacted
12:17with a 20%drop in oil prices.
12:21It was worth over 100-110 dollars,
12:24reaching 115-114 dollars, and now it is
12:28approaching 90 dollars a barrel.
12:32And Russian oil cost 100 dollars on
12:34average in October; now it costs 75
12:37dollars.
12:38The budget for 2027-2029 assumes that
12:40Russian oil must be worth at least 50
12:42dollars a barrel for the budget to
12:45balance.
12:46Well yes, some deficit is being created
12:47, but it’s not really that scary. A
12:49budget deficit is not a scary story at
12:50all. As long as it is within the planned
12:53range or slightly above, it is covered
12:56by excess revenues from expensive oil. I
12:58mean, everyone was shouting: "Deficit,
13:00deficit, deficit!" Then oil prices went
13:02up, and that was it, people stopped
13:03worrying about it. If oil prices fall,
13:06the deficit will start to bother us
13:08again. But in any case, this will affect
13:11the currency. How will this affect the
13:13currency? I have prepared everything for
13:15you in my cheat sheet. I will walk you
13:17through the chain of events. On one hand
13:20, it seems like the US elections are
13:22like a sport. You watch sports, you are
13:24generally interested, but it doesn't
13:26affect your life. But that is not the
13:28case. It may only seem that way at first
13:31. We already mentioned that oil dropped
13:33by 20%.
13:34Furthermore, in 1-2 months, the ruble
13:37will begin to weaken. Right now, due to
13:40high sales, the ruble has become cheaper
13:42. It is around 80 rubles to the dollar
13:45there.
13:45If oil keeps getting cheaper, then we
13:48will even see 90 rubles. to the dollar.
13:51Everything priced in foreign currency
13:53will accordingly become about 8-10
13:54percent more expensive.
13:56That includes electronics, cars, travel
13:58, and some food products.
14:00In stores, this is usually visible after
14:03about 2-3 months, and we always have New
14:05Year's price hikes anyway.
14:08You come in on December 25th, you see
14:11salmon fillet sold at one price.
14:14You arrive on January 1st, and the same
14:16salmon fillet in the same spot at the
14:18same store is already 20%more expensive
14:19.
14:20Besides that, there could be additional
14:22price hikes. In other words, the
14:24Democrats directly influence how much we
14:27can actually buy with our salaries.
14:30It would seem that the Central Bank
14:31might lower interest rates more slowly
14:33because of this, as it could impact
14:34inflation.
14:36Our interest rate is currently 14%.
14:38We all collectively want at least 10%.
14:418%would be ideal.
14:43But this process could slow down
14:45precisely because of the Democrats, who
14:48are pushing, and they are pushing harder
14:51on sanctions, that is, on enforcing them
14:53.
14:54They might provide more aid to Ukraine.
14:57This is a very important point. The
14:58Democrats, and since 2024, Ukraine has
15:00not been receiving financial aid from
15:03the US.
15:04If the Democrats vote for an aid package
15:07to Ukraine, it might weaken—or rather,
15:10give Ukraine the feeling that they can
15:13dictate more during negotiations, and
15:15the talks might drag on.
15:18You see, it’s all very closely
15:20interconnected. We will talk about the
15:22negotiations in just a moment. This
15:23could affect oil prices and the stock
15:26quotes of oil companies. They might
15:28become cheaper because of this.
15:30Therefore, if you’ve had a good ride
15:32with oil companies, right now, perhaps I
15:34would sell them.
15:35And if you are currently in the green,
15:37meaning you’ve had a good ride—that you
15:40bought cheaper and sold there, and now
15:42your oil companies are worth more—then I
15:44would probably lock in the profit on
15:46those oil companies now and wouldn't sit
15:48on them for the next few months.
15:50So, one way or another, this still
15:53affects us. Let's move on to the next
15:56news item. I think we’ve already said a
15:57lot about the election. Let’s move on to
15:59the next piece of news. We will talk
16:00about the negotiations between the US,
16:02Russia, and Ukraine. Trilateral talks
16:05that will take place in Abu Dhabi on
16:06November 10th and 11th.
16:07And we, in the next news segment, will
16:10most likely discuss this issue. What do
16:12we have here that's interesting? Well,
16:14the Kremlin has confirmed that these
16:17talks will indeed take place on November
16:1910th and 11th. This will be the first
16:21round of these negotiations in such a
16:23trilateral format. And what will the
16:25topics be? Post-war security mechanisms
16:28? I have already talked with you a lot
16:30about these negotiations in the previous
16:32and the episode before last. If you
16:34haven't watched those episodes, please
16:37check them out. They will give you a
16:39good grasp of the context.
16:41But if you are already up to speed on
16:43the trilateral negotiations, on what
16:45they’ll be talking about, what’s
16:47important, what they’re stuck on right
16:49now, what questions they’ve hit a wall
16:52on, why the talks aren’t moving forward
16:54, what they need to discuss next, and
16:56where they need to find common ground.
16:59If you want to know all this, if you
17:01aren’t up to speed, then watch the
17:03previous two episodes, at least these
17:04specific segments. If you are already up
17:06to speed, then I will continue.
17:08That is, post-war security mechanisms,
17:11de-escalation of the conflict, meaning a
17:13cessation of military actions,
17:15humanitarian efforts, further steps
17:17toward peace, and so on.
17:19But specifically, an exchange of
17:21prisoners, agreements on the next
17:23meeting, and perhaps some kind of truce
17:25regarding the sea and energy sectors.
17:27Meaning to stop bombing specific targets
17:30. And the main dispute over the Donbas
17:32will most likely not be brought up in
17:34this round of negotiations because it is
17:37apparently still too early to talk about
17:39it. There. And what about us? How does
17:43all this affect us? For now, it doesn't
17:45. I’m just keeping you informed. This
17:47piece of news, however, could really
17:49affect us. Smartphones from abroad will
17:51have to be registered. Most likely, this
17:53initiative—the Ministry of Digital
17:55Development has already prepared the
17:57rules. This initiative is already being
18:00discussed in concrete terms, so it will
18:02most likely be adopted in the near
18:04future. Therefore, we are discussing
18:06this as if it were not just a proposal,
18:08but a new regulation. What exactly is
18:10required?
18:12If you bought an iPhone abroad, then
18:14upon bringing it—not just an iPhone, any
18:17smartphone—abroad, bringing it into
18:19Russia, you need to register it via
18:21Gosuslugi, otherwise it will turn into
18:23just a mobile device that doesn't work
18:26for phone calls, and a Russian SIM card
18:28won't work in it.
18:30And if you arrived with a foreign SIM
18:32card, it will stop working too.
18:35If you bought an iPhone—or some "gray"
18:38phone, not just an iPhone, excuse me, a
18:40smartphone, any smartphone—a "gray" one
18:42brought in via parallel import, or
18:44somehow else, unregistered, with no
18:46duties paid, nothing—it costs less than
18:49a regular official iPhone or, excuse me
18:51, not iPhone, a regular smartphone.
18:54Cheaper than an official smartphone. Why
18:55do I say iPhone? Because that’s what
18:57happens most often with iPhones.
18:59They bring them in, not very officially
19:01, and sell them cheaper.
19:04And it won't work if you don't register
19:08it. Now, so you understand the scale, 30
19:10billion rubles. per year—that is the
19:13volume of the gray smartphone market in
19:16Russia that is not registered anywhere.
19:19It turns out that if they are not
19:21registered, then in that case you must
19:23register them yourself. And what is the
19:26problem for now?
19:27For now, it is free, but some countries
19:31do it for a fee.
19:34For example, in Turkey, smartphone
19:37registration cost 55 dollars in 2012,
19:41while by 2026 this amount reached 1,200
19:44dollars.
19:46You realize that you have to overpay
19:48twice over in Turkey. For now, they say
19:51it is free.
19:52So we are proceeding from the assumption
19:54that phone registration is currently
19:56just happening for free.
19:58Do you need to do this right now? You
20:00don't need to do anything right now. We
20:02are waiting for the official innovation
20:04, but for now, this is what is proposed
20:05. So, who does this concern?
20:08Smartphones brought in independently
20:11that you bought on a trip, or
20:14gray-market smartphones imported into
20:17the Russian market.
20:19They are, as a rule, sold cheaper than
20:22others. Within what timeframe? Within 2
20:25weeks after the phone starts working on
20:28a Russian network.
20:30That is, as soon as some SIM card is
20:32inserted into it, either a Russian SIM
20:35card or a foreign SIM card connected to
20:37Russian towers.
20:40And when you enter Russia with a foreign
20:43SIM card, with your phone, with a
20:45foreign SIM card, well, the phone starts
20:48picking up the Russian network.
20:51For phones already in operation that
20:54worked on the Russian network before
20:57April 2027, nothing needs to be
20:59registered. But everything after April
21:012027 will most likely need to start
21:03being registered.
21:05If these are official smartphones sold
21:08through official retail, then they do
21:11not need to be registered.
21:13The official customs authorities enter
21:15them into the registries themselves.
21:18Everything will likely go into effect
21:21after March 1, 2027.
21:25Therefore, if you planned to buy a
21:28smartphone abroad or you planned to buy
21:30a smartphone imported through a gray
21:32scheme, it is better to do it before
21:35March 1, 2027.
21:37The Central Bank has banned auto loans
21:39longer than 8 years.
21:41If previously car dealerships usually
21:43set auto loans for 10 years so that the
21:45monthly payment was minimal and
21:47affordable, this practice is now
21:49officially banned.
21:51Why is this really important? The share
21:53of auto loans longer than 7 years. In
21:552022 it was 8%
21:58of such long auto loans, and by 2026 it
22:01was already 26%.
22:03There are, of course, reasons why this
22:05is being done, but how important are
22:07they really to us? They are not
22:08important to us. We just need to keep in
22:10mind that auto loans will now be less
22:13accessible. Why less accessible?
22:15Because if it is less than 8 years, the
22:18payment will increase significantly and
22:20it will be less affordable.
22:22It turns out that many will opt out of
22:25higher-class vehicles, choosing cheaper
22:27ones to keep payments more affordable,
22:30or will forgo auto loans entirely,
22:32because the term really has a huge
22:34impact on the payment size.
22:36Something very interesting is happening
22:39in the American tech stock market.
22:41Earnings reports have started to come
22:42out.
22:43Microsoft, Google, Amazon, and Apple
22:45have reported, and all of their
22:47businesses are growing at record rates.
22:50But they are spending a lot of money
22:54building AI data centers.
22:58And the market is saying that you are
23:01spending too much; the profit you get
23:03from the AI segment is not large enough
23:05to justify investing so much money.
23:09If you are developing AI and pouring so
23:12much money into it, but your real
23:14profits come from other areas, not AI,
23:16then why on earth are you handling money
23:18that way?
23:21investors ask, effectively selling off
23:24the shares of companies most involved in
23:26this.
23:27For example, Google shares dropped more
23:30than 12%in a single day.
23:32This is the worst result, the worst day
23:34, I believe, since 2004 for Google stock
23:37. And what was happening in 2004? We had
23:40, um, the dot-com bubble bursting. What
23:45is the dot-com bubble?
23:48It’s when you got the opportunity to
23:49sell online, and everyone thought that
23:51if you built a website and sold goods
23:53through it, everyone would flock to you
23:55and your sales would grow tenfold.
23:58But it turned out that it wasn't about
24:00the website, but about real value for
24:02the end customer and the customer's
24:04purchasing power.
24:06And if at first everyone had high hopes
24:08—oh, we'll build online stores and
24:10everything will take off—then they
24:12realized that it wasn't enough to just
24:14build a website, right?
24:17Indeed, in the end, e-commerce
24:20significantly increased sales volumes,
24:23but not in the early 2000s when everyone
24:27was betting on it; it only became super
24:30popular in the 2010s.
24:34The stocks rose long before seeing the
24:36real financial effect of having an
24:38online store, that is, your own website
24:41on the internet.
24:43And it is the same with artificial
24:45intelligence.
24:46Artificial intelligence itself and the
24:48investments in it are great, but you are
24:50taking too long to turn a profit from it
24:53.
24:53You are putting in the investment,
24:55alright. But when will you actually
24:57start making money from it, investors
24:59ask the companies that are investing so
25:01heavily. And because of this, sell-offs
25:04have now begun in tech sector stocks.
25:08Also, tech stocks are being pressured by
25:11Democratic regulations.
25:13They are generally such green-leaning
25:16folks, in what sense?
25:18They always pressure companies that harm
25:21the environment in some way.
25:23And data centers really do harm the
25:25environment. These involve clearing vast
25:27areas of forest.
25:29Or they occupy fertile soil that could
25:32have been used for food, but instead
25:35they build a huge cluster there, a data
25:37center, and we are talking about square
25:40kilometers, you know?
25:43These are very large territories.
25:46They also consume a lot of water to cool
25:48their equipment and use a great deal of
25:50electricity, and the greens don't like
25:52any of that.
25:55The Democrats are very "green," and they
25:57can introduce additional fines and
25:59regulatory requirements for tech
26:01companies.
26:02They also put a lot of pressure on
26:04enforcing sanctions. That also limits
26:06their profits and revenue. That’s the
26:08story.
26:09So, the Democrats have influenced how
26:11much tech company stocks are worth here
26:14.
26:15That's the situation.
26:17I believe we are seeing the beginning
26:19now, and this is my personal opinion,
26:21not a news broadcast.
26:23We have seen only the beginning of the
26:25decline in tech sector stock prices.
26:29I believe that the decline in tech
26:31stocks will continue through the first
26:33quarter of 2027.
26:35I mean, no, it won't be a straight
26:37plummet, just falling and falling. It
26:39will be like this: a correction, a
26:41recovery, another correction, a recovery
26:43, another correction, and a small
26:44recovery. In the end, the stocks will
26:47still be worth less in the first quarter
26:49of 2027 than they are now. This is my
26:52private opinion as a private investor. I
26:55am not a stock market analyst, but I am
26:57a private investor with a lot of
26:59experience who can share my opinion with
27:02a large audience. While understanding
27:04that many people listen to me. And even
27:06two weeks ago, I advised some people in
27:09private messages when they asked me if
27:11they should sell. "I have a large profit
27:14on American tech stocks.""Should I take
27:15the profit?" I said, "Yes, it is worth
27:17taking; lock it in.""Most likely, it
27:18will be even cheaper later." This is my
27:21private opinion, let me repeat. It will
27:23likely happen that way, I believe. And
27:26there are also some very interesting
27:27movements happening on the Russian stock
27:29market.
27:31VK shares went up 30%in a day, and
27:35Nvidia shares went up 40%in a day.
27:39Aktina shares went up 70%in a day. They
27:43are all being moved to a discrete
27:44auction. A discrete auction is a special
27:46type of stock trading.
27:48They may ban short positions on stocks
27:51there, or taking these stocks on margin
27:53, and so on.
27:56But the point is, if you have these
27:58stocks and they suddenly shoot up, sell
28:00immediately; try to sell them, because
28:02this is your chance to sell.
28:05There is no fundamental reason for these
28:07stocks to rise. This is most likely a
28:09speculative pump. Sell.
28:11If you see such a rise, don't jump into
28:14those stocks, just stay away from them
28:16if you don't already have them, because
28:18just as they grew by 70%, they could
28:20fall by 40%the next day.
28:23This is a very common story in the
28:25Russian stock market, especially if it's
28:27some kind of speculative demand or a
28:29speculative movement. If you hold shares
28:31of these companies and see such a sharp
28:33spike, get rid of them immediately. This
28:35is your chance to exit these stocks with
28:38good momentum. That is all I have for
28:40today. Sending you my best. See you all
28:42in a week. And most importantly,
28:44remember that investing is available to
28:45everyone.

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This page contains the full transcript of Демократы победили! Что будет с рублём, нефтью и санкциями? Акции США падают! by pro.finansy | Ольга Гогаладзе, generated from the public captions YouTube serves with the video. The transcript has 4,539 words across 747 segments, with the original timestamps preserved so you can click any line to jump to that moment in the embedded player.

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