FRISCO - First Russian Incubator for Silicon Valley Companies

FRISCO - First Russian Incubator for Silicon Valley Companies FRISCO — First Russian Incubator for Silicon Valley Companies
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FRISCO — First Russian Incubator for Silicon Valley Companies
site: http://firstinternational.in

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02/21/2025

Thursday's Markets Update:

The State of the World Market: Down, investors fleeing to safety from US assets amid growing geopolitical and economic worries.

BTC, SOL, and ETH are in the green on cautious buying. SOL continues to struggle after a sharp decline in meme coin trading.

Equities closed in the red on earnings, despite rising jobless claims and falling manufacturing. Palantir dropped due to expected Pentagon budget cuts.

World's Markets:

- In Europe, construction output continued to decline while consumer confidence is rising in anticipation of the ECB easing rates. EU stocks are mixed as traders assess corporate profits, with chip stocks going up while FMCG stocks went down.

- The Brazilian market is neutral, while Indian stocks are down due to selling in IT and banks.

- Chinese equities are in the red on profit-taking.

- The Japanese yen is at a two-month high as the flight from USD assets intensifies amid Trump's 'aggressive negotiation' tactics.

Commodities:

Oil prices are rising while the dollar is down, as tariffs and rate projections remain uncertain. Gold has reached a new ATH amid ongoing risk-off sentiment.

02/19/2025

Tuesday' Markets Update (2/18/25):

BTC, SOL, and ETH continued to decline driven by technical factors and growing bearish sentiment. Equities were mixed as manufacturing activity grew above expectations. China stocks surged after Xi met with tech leaders and promised support to rival American competitors. Oil, gold, and silver are up marginally, remaining in a weekly side trend amid geopolitical uncertainties.

Monday's Markets Update (2/17/25):

With main markets closed for a holiday, EU defense equities surged on expectations of increased military spending following Vance's Munich speech. Gold and oil are fluctuating amid growing anticipation of Ukraine war peace talks. BTC is declining as institutional investors continue to de-risk. SOL has been hit the hardest as ETH outperformed, allegedly due to large purchases by some private funds.

Friday's Markets Update (2/14/25):

Markets closed mixed as retail sales plummeted due to cold weather and LA fires, while manufacturing continued to decline on Fed rates. The dollar and oil fell on prospects of EU peace talks and delayed reciprocal tariffs. Europe's GDP rose, though the German economy remained stagnant. BTC, ETH, and SOL showed technical gains.

Thursday's Markets Update (2/13/25):

Stocks close higher despite rising producer inflation and falling jobless claims, reinforcing Fed's hawkish stance. European equities rally on hopes for war resolution after Trump's press conference. EU manufacturing slowdown continues, but decelerates. BTC, SOL, and ETH fluctuate in bearish territory amid market uncertainty.

Wednesday's Markets Update (2/12/25):

Stocks ended mixed again, pressured by core inflation rising by 0.5%, but supported by comments from the House Speaker regarding tariff exemptions. The dollar strengthened following the hot CPI report. The EU Market Index reached a 25-year high as European stocks have continued to outperform American equities since the start of 2025 due to Trump's economic policies. BTC, ETH, and SOL fluctuated, remaining in a bearish trend.

02/16/2025

Comment: What's Up With DOGE? (2)

Within Accenture, during the era of "business process re-engineering," we categorized client projects based on a 2x2 matrix. The horizontal axis represented the client's budget, ranging from no budget to an unlimited one, while the vertical axis represented the client's needs, from "not needed at all" to "very urgent."

I suspect that Elon Musk does not perceive his current interactions with governmental bodies as a "re-engineering" endeavor. I believe his approach is closer to a crusade, and his core team likely consists not of business process experts, but of bug-hunters who see themselves as "people's auditors."

If I were to classify Musk's current governmental involvement using our framework, I would place it squarely in the fourth quadrant: "high-need, low-budget." The term "budget" here encompasses not only financial resources but, more crucially, the time required to re-engineer a vast organization like the bureaucratic apparatus of the world's largest economy. Even a four-year timeframe (I am not sure Musk has so much time for his escapades) is insufficient for this task, especially lacking the necessary experience and broad political agreement.

Consequently, Musk will likely focus on easily achievable and attention-grabbing initiatives. He will likely overlook the more complex task of achieving substantial improvements in government effectiveness and reductions in long-term costs. This ultimately means that the primary political objective – reducing government spending to curb inflation – will remain elusive. Only systemic, far-reaching changes to the government's "business processes" can significantly reduce government expenses and meaningfully impact inflation.

On Tuesday, stocks rebounded as tech rose from an AI-driven sell-off. Nvidia surged +8%, while Apple and Microsoft also ...
01/28/2025

On Tuesday, stocks rebounded as tech rose from an AI-driven sell-off. Nvidia surged +8%, while Apple and Microsoft also gained. The dollar is up again due to new tariff threats. BTC, ETH, and SOL's recoveries were reversed under the pressure of bearish technicals, with ETH being affected the most heavily.



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On Week 44, stocks closed lower as traders were cautious ahead of the elections and the Fed decision. Job openings fell ...
11/05/2024

On Week 44, stocks closed lower as traders were cautious ahead of the elections and the Fed decision. Job openings fell to a 28-month low, and manufacturing indicators showed a sharp contraction in business activity. The dollar index surged, hovering near a three-month high. Gold prices rose, fueled by expectations of a potential Fed rate cut and economic uncertainty. Europe’s unemployment rate is at a historical low, with production continuing to slide and inflation picking up. BTC corrected sharply to just below $70K as some traders locked in profits ahead of the elections. ETH remained largely unchanged above $2.5K amid a lack of investor interest.

On Monday, stocks closed higher while investors await job openings and labor turnover data. Apple, Amazon, Meta, Microsoft, and Alphabet are set to report earnings. Gold is up due to geopolitical factors. Japan’s unemployment rate dropped to a two-year low. BTC surged above $70K, driven by strong inflows into BTC ETFs and expectations of a Trump victory. ETH, still at $2.6K, is drastically underperforming.



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On Wednesday, stocks closed lower as investors digested mixed corporate earnings and economic data. Tech stocks were unc...
10/31/2024

On Wednesday, stocks closed lower as investors digested mixed corporate earnings and economic data. Tech stocks were uncertain, with Nvidia and AMD declining, while Alphabet rose. Slower GDP growth and a strong labor market tempered hopes for Fed rate cuts. Investors are awaiting earnings from Meta, Microsoft, Apple, and Amazon. In the EU, inflation is accelerating as economic growth continues to slow down, exacerbating stagflationary expectations. BTC has corrected slightly but is still holding above $72K, while ETH sits at $2.6K.



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On Monday, stocks closed higher while investors await job openings and labor turnover data. Apple, Amazon, Meta, Microso...
10/29/2024

On Monday, stocks closed higher while investors await job openings and labor turnover data. Apple, Amazon, Meta, Microsoft, and Alphabet are set to report earnings. Gold is up due to geopolitical factors. Japan's unemployment rate dropped to a two-year low. BTC surged above $70K, driven by strong inflows into BTC ETFs and expectations of a Trump victory. ETH, still at $2.6K, is drastically underperforming.



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SVET Platform reduces Assets Allocation Risks by providing Reports, Reviews and Ratings to Venture Capital and Angel Investors.

On Thursday, equities finished mixed, with technology stocks outperforming and leading to gains in the Nasdaq. Tesla sur...
10/25/2024

On Thursday, equities finished mixed, with technology stocks outperforming and leading to gains in the Nasdaq. Tesla surged more than 20%, adding over $100B in market value following strong profits. Other notable stock movements included declines in IBM, Honeywell, and Boeing. The dollar decreased, while the Indian rupee remained close to record lows due to increased foreign exchange outflows from Indian markets. BTC held steady near 68K, while ETH remained roughly unchanged at 2.5-2.6K.



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SVET Platform reduces Assets Allocation Risks by providing Reports, Reviews and Ratings to Venture Capital and Angel Investors.

On Wednesday, equities declined, with the Dow and S&P falling about one percent, and the Nasdaq decreasing by about two ...
10/24/2024

On Wednesday, equities declined, with the Dow and S&P falling about one percent, and the Nasdaq decreasing by about two percent. Rising Treasury yields affected stocks as the Q3 earnings season progressed and cautious outlook from Fed officials. Consumer confidence in the EU rose. Japan's manufacturing decreased for four consecutive months. BTC rebounded marginally after three red days, while ETH continued to oscillate in a narrow range between 2.5K and 2.7K, averaging 2.6K for about three months.



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SVET Platform reduces Assets Allocation Risks by providing Reports, Reviews and Ratings to Venture Capital and Angel Investors.

On Tuesday, equities finished mostly flat, with the SP and Dow slightly down, while the Nasdaq rose. Concerns over inter...
10/23/2024

On Tuesday, equities finished mostly flat, with the SP and Dow slightly down, while the Nasdaq rose. Concerns over interest rates and mixed earnings results persisted. Treasury yields reached a high of 4.22% before easing, reflecting traders' reassessment of the Fed's future actions. Key stock movements included General Motors rising, while Verizon and Lockheed Martin fell. Investors are monitoring upcoming earnings from Tesla, Coca-Cola, and Honeywell. The IMF reduced its global growth forecast to 3.2%. BTC continued to correct, reaching 67K, while ETH remained at 2.6K.



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SVET Platform reduces Assets Allocation Risks by providing Reports, Reviews and Ratings to Venture Capital and Angel Investors.

On Monday, stocks declined after their longest weekly rally of the year, as investors prepared for a busy earnings week,...
10/22/2024

On Monday, stocks declined after their longest weekly rally of the year, as investors prepared for a busy earnings week, while Treasury yields rose, impacting consumer and homebuilder shares. Major earnings reports are anticipated from Tesla, Coca-Cola, and GE Aerospace, with 79% of companies exceeding expectations so far. Gold reached a new ATH as the yuan stabilized after monthly devaluation due to the CCP's stimulus package, despite the PBOC's recent monetary easing. BTC retreated sharply after yet another attempt to reach an ATH. It appears there is a significant sell wall built at the psychologically important level of $70K, which some major players are defending in order to accumulate as much BTC as they can before a historic breach attracts new buyers. ETH remains stuck at $2.6K, with low interest from investors.



Full text:

SVET Platform reduces Assets Allocation Risks by providing Reports, Reviews and Ratings to Venture Capital and Angel Investors.

On Thursday, equities ended mixed after the Dow and SP briefly reached new ATHs, with semiconductor shares leading the g...
10/18/2024

On Thursday, equities ended mixed after the Dow and SP briefly reached new ATHs, with semiconductor shares leading the gains. Retail sales increased, and jobless claims were lower than expected, suggesting strong consumer spending. Traders are now focusing on the upcoming earnings reports from Big Tech. Gold reached a new ATH as the ECB cut its rate. BTC (at 68K) continued to slowly edge up on election optimism, while ETH remained stuck at 2.6K.



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SVET Platform reduces Assets Allocation Risks by providing Reports, Reviews and Ratings to Venture Capital and Angel Investors.

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