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.
Compute Sellers Fell, Compute Buyers Rose: What the AI Pacing Selloff Really Priced
AI pacing selloff: semiconductors fell 5.6% while Microsoft, Alphabet and Meta rose. What the market priced after Amodei's essay, and the 2023 precedent.
Real EstateUkraine 2026: What Tax an Apartment Costs at Every Stage of Ownership
Property tax in Ukraine 2026: rates for purchase, holding, letting, sale, inheritance and gifts in one table, plus a worked example for a Kyiv apartment.
MarketsTwo Binary Events, One Priced: Bitcoin at $78,537 Into Cloture and a Fed Hike
Bitcoin at $78,537 faces a Clarity Act cloture vote Tuesday and a likely Fed hike Wednesday. ETF outflows, leverage, options levels and what is already priced.
MarketsCPI on 11 September, Fed on 16 September: How Two Dates Reprice a Bond Portfolio
Treasury yields, CPI on 11 September and the Fed on 16 September: scenario arithmetic, a two-scenario ladder, and the withholding rules non-US investors face.
Real EstateKyiv Buy-to-Let 2026: Why Entry Price Beats the District in Every Yield Model
Kyiv buy-to-let yields in 2026: one-room, two-room and three-room math, a district table, net return after FOP tax, and why the purchase price decides everything.
Real EstateKyiv Secondary Market 2026: Eight Steps of a Purchase and the Money That Leaks Out
Buying an apartment in Kyiv in 2026: deal prices versus listings, 2–3% transaction costs, deposit rules, seller taxes, cash limits and title registration.