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Fri, Apr 10th, 2026

Fri, Apr 10th, 2026

Mikhail Fedorov

Mikhail Fedorov

Mikhail is a financial analyst and global macro strategist with active market experience since 2010. He began his career as an analyst at several brokerage firms in Russia before relocating to Ukraine, where he worked at a leading brokerage and later served as the Lead Financial Expert at Minfin.com.ua, the country’s premier financial media portal. Previously, Mikhail was also a contributing author on Seeking Alpha.

His analytical approach sits at the intersection of macroeconomics and fundamental corporate valuation. Rather than relying solely on retrospective financial metrics, he focuses on uncovering the core “growth idea” of a business. I evaluate companies based on their future potential and structural connection to broader macroeconomic trends, operating on the principle that a company’s success is deeply tied to the global economic environment rather than its past performance alone.

While Mikhail studied economics at Yakutsk State University, he considers himself primarily self-taught. The practical realities of the market have been his greatest teacher, and his core understanding of global economics stems directly from continuous self-education and over a decade of hands-on analytical work.

Most Recent Stories

Why the Food Crisis Is Only Postponed — Not Canceled — Amid U.S.-Iran Ceasefire

The recent ceasefire offers a deceptive sense of security, as the long-term degradation of regional gas infrastructure remains a critical catalyst for a global food crisis.

ZCK26 : 444-6 (+0.17%)
NGK26 : 2.669 (-0.04%)
TGJ26 : 54.814s (+1.18%)
CBM26 : 96.72 (+0.83%)
ZSK26 : 1168-4 (+0.28%)
ZWK26 : 575-4 (+0.17%)
The Death of the Bear Market: Why Classic Recessions Are a Thing of the Past and Inflation Is the New Norm

Is the bear market officially dead? Dive into a deep analysis of the post-2008 financial paradigm, where inflation serves as a permanent insurance premium for social stability. Learn how the inertia of...

CLK26 : 98.27 (+0.41%)
$SPX : 6,824.66 (+0.62%)
The Middle East Paradox: How Global Energy Shocks Actually Benefit the U.S. Economy

While a protracted Middle East conflict threatens Eurasia with severe energy deficits, the U.S. economy stands to benefit. Backed by domestic energy self-sufficiency, America is positioned to attract a...

CLK26 : 98.27 (+0.41%)
As Bulls and Bears Battle Over AI, $350 Is the Key Number to Watch for Microsoft Stock

Microsoft (MSFT) is undergoing a significant market repricing as its exclusive AI leadership premium fades amid intensifying competition from Google, yet the company’s underlying fundamentals remain...

MSFT : 373.07 (-0.34%)
GOOG : 316.37 (+0.52%)
GOOGL : 318.49 (+0.37%)
Amazon Stock Is Stuck in a Bubble of Digital Landlords: How to Skip the Middlemen and Invest the Right Way in AI

The era of blindly buying AI infrastructure stocks is ending. Investors must shift their focus from raw computing power providers to companies capable of monetizing AI through closed-loop ecosystems and...

MSFT : 373.07 (-0.34%)
GOOG : 316.37 (+0.52%)
GOOGL : 318.49 (+0.37%)
AMZN : 233.65 (+5.60%)
AI Stocks Are Exiting an Era of Blind Faith and Entering a Year of Strict Numbers: What Investors Need to Watch This Earnings Season

The market is transitioning from a phase of unconditional faith in the magic of artificial intelligence to a phase of demands for real cash flows.

GOOGL : 318.49 (+0.37%)
GOOG : 316.37 (+0.52%)
AMD : 236.64 (+2.08%)
Boeing Stock Looks Ugly Now, But It’s an Awakening Giant. How BA Could Be Worth $300 Billion by 2030.

With regulatory overhangs easing, Boeing is returning to growth.

EADSY : 50.3000 (-1.64%)
CLK26 : 98.27 (+0.41%)
BA : 220.06 (+1.04%)
Tesla Faces the ‘Couch Problem’: Modern Physics Warns the Optimus Robot Will Fail and Send TSLA Stock Falling

Tesla’s $1.57T valuation clashes with falling revenue (-3.8%). Why engineering limits and the “Couch Problem” leave investors with no margin of safety in the race for Optimus.

TSLA : 345.62 (+0.69%)
VWAGY : 10.7300 (-0.56%)
F : 12.24 (+0.49%)
GM : 76.73 (-0.01%)
TM : 211.14 (-1.80%)

Author Links

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BREAKING 🚨: Campbell's Soup$CPB fell to its lowest price in more than 23 years 📉📉 https://t.co/zsrAoIZN5N
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Would you buy SpaceX on its IPO date?
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Source: BloombergH/T: ZeroHedgeH/T: @dailychartbook
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Call Skew flips positive indicating risk-on appetite has returned 🚨🚨 https://t.co/Jxge9YTCwF
Barchart
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More than 75% of S&P 500 stocks are now trading above their 20-day moving average, the strongest market breadth since November 🚨📈🥳🫂 https://t.co/oxt9w1GQdt
Barchart
@Barchart
Nike Insider Trading Alert 🚨Former Intel CEO and now Nike Director Bob Swan increased his position by 25% with a purchase of 11,781 $NKE shares for a total value of $500,000 👀 https://t.co/6CRzDZocqP
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Source: @VisualCap
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SpaceX will immediately become of the 10 largest companies in the world after its IPO 🚨🚨 https://t.co/V9juDCVtu5
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BREAKING 🚨: EggsEgg Prices have now collapsed by more than 97% from their March 2025 all-time high and are now trading at the lowest price in over a decade 🥚📉🥳 https://t.co/ubwIs8Mrch
Barchart
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S&P 500 may have closed above its 200-day MA, but one hurdle remains: The 20-week moving average with the $SPY currently on track for a 6th consecutive close below it 🚨📉 https://t.co/rIMHYJ9GGO
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