Investment analysis, market commentary, and political analysis by Konstantin Shvarts, founder of Nordvik Investments. Originally published in The Baltic Times and other outlets.
· by Konstantin Shvarts · Baltic Times
Konstantin Shvarts' op-ed on the U.S. midterm elections, Federal Reserve leadership change (Kevin Warsh), long-end bond yields, IEA oil-deficit projections, the AI / data-center bubble, Middle East and Ukraine tensions, and the market correction scenario for late 2026.
· by Konstantin Shvarts
An analytical column on the gold rally, central bank policies, market sentiment, asset allocation strategy, and the trading psychology behind commodity speculation.
· Eesti Express archive
Archival Eesti Express article documenting Moscow-based entrepreneurs, including a young Konstantin Shvarts, participating in early stock-exchange formation in Tallinn before Estonia's independence.
· by Konstantin Shvarts
An analysis of the long-end Treasury volatility, the GENIUS Act on stablecoins requiring 1:1 reserves in cash or U.S. Treasuries, and what it means for sovereign debt demand and bipartisan crypto policy in the U.S.