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Gold & SilverGold & Silver
+3+3
Is the Stock Market’s Bull Run Over? (Pre-market, SEP 09, 2024)
Sep 09, 2024

Is the Stock Market’s Bull Run Over? (Pre-market, SEP 09, 2024)

Assessing the FOMC Rate Cut Debate, Market Liquidity Shifts, and Key Trade Setups for September.

Yimin Xu
Yimin Xu
EquitiesEquities
Apple (AAPL): Can AI Drive the Next Phase of Growth?
Sep 06, 2024

Apple (AAPL): Can AI Drive the Next Phase of Growth?

We analyse Apple’s revenue drivers, latest performance, the challenges ahead, its valuation compared to peers, discounted cash flow modelling, and technical analysis.

Yimin Xu
Yimin Xu
Private CreditPrivate Credit
Main Street Capital Corporation (MAIN): Is It Worth the Premium?
Sep 05, 2024

Main Street Capital Corporation (MAIN): Is It Worth the Premium?

Exploring the Strengths and Risks of a Leading BDC Trading at a 65% Premium to NAV

Yimin Xu
Yimin Xu
Gold & SilverGold & Silver
+5+5
YXI Webinar Recording September 03, 2024
Sep 03, 2024

YXI Webinar Recording September 03, 2024

GDP, PCE, Friday's Nonfarm, Equities Seasonality, and what happens to stocks after the first cut.

Yimin Xu
Yimin Xu
Private CreditPrivate Credit
FS KKR Capital Corp (FSK): Is the Dividend Yield Too Good to Be True?
Aug 30, 2024

FS KKR Capital Corp (FSK): Is the Dividend Yield Too Good to Be True?

Exploring the Hidden Risks and Opportunities in FSK's Q2 2024 Performance

Yimin Xu
Yimin Xu
EquitiesEquities
Meta (META): Is Its Rapid Growth Sustainable?
Aug 28, 2024

Meta (META): Is Its Rapid Growth Sustainable?

Analysing Meta’s impressive ad revenue growth, the pivotal role of AI, and its valuation and price action

Yimin Xu
Yimin Xu
Gold & SilverGold & Silver
+4+4
YXI Webinar Recording August 27, 2024
Aug 27, 2024

YXI Webinar Recording August 27, 2024

Harris vs Trump, Fed Liquidity, and Trade setups

Yimin Xu
Yimin Xu
Trading FrameworksTrading Frameworks
My Approach to Trading (Part 2): Trading Profitably with Consistency
Aug 26, 2024

My Approach to Trading (Part 2): Trading Profitably with Consistency

How to Phase Out Luck, Control Risk, and Achieve Long-Term Success

Yimin Xu
Yimin Xu
Gold & SilverGold & Silver
+3+3
Jackson Hole: Powell Confirms A September Cut
Aug 23, 2024

Jackson Hole: Powell Confirms A September Cut

25bp or 50bp? A review of the yield curves, Treasury ETFs, Equities, Bitcoin, Gold and Silver

Yimin Xu
Yimin Xu
Private CreditPrivate Credit
Blackstone Secured Lending Fund (BXSL): Q2 Earnings Review
Aug 23, 2024

Blackstone Secured Lending Fund (BXSL): Q2 Earnings Review

We analyse BXSL's latest performance, its capital structure, the upcoming Fed rate cut cycle, and its valuation

Yimin Xu
Yimin Xu
Trading FrameworksTrading Frameworks
My Approach To Trading (Part 1)
Aug 21, 2024

My Approach To Trading (Part 1)

What are an asset's value and price? Is there objectivity in the market? Does technical analysis work?

Yimin Xu
Yimin Xu
Gold & SilverGold & Silver
+4+4
Webinar Recording for August 20, 2024
Aug 20, 2024

Webinar Recording for August 20, 2024

Jackson Hole, September Cuts, Equities Seasonalities, and Trade Setups.

Yimin Xu
Yimin Xu
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Macro and Quant Driven Market Analysis of TLT, BTC, and Mag-7

YX Insights

Macro and Quant Driven Market Analysis of TLT, BTC, and Mag-7

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