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CryptoCrypto
Coinbase Q4FY24 Earnings Review, Update on Bitcoin, Ether, Solana, Ripple
Feb 18, 2025

Coinbase Q4FY24 Earnings Review, Update on Bitcoin, Ether, Solana, Ripple

A detailed update on Coinbase earnings (COIN), the path for Bitcoin (BTC), and price technicals for Ether (ETH), Solana (SOL), Ripple (XRP)

Yimin Xu
Yimin Xu
OilOil
Oil (USO), SLB (SLB), DiamondBack (FANG): February 2025 Update
Feb 17, 2025

Oil (USO), SLB (SLB), DiamondBack (FANG): February 2025 Update

We cover the latest price development in oil, a review of SLB earnings, and chart updates of USO, SLB, FANG

Yimin Xu
Yimin Xu
Gold & SilverGold & Silver
Gold (GLD) and Silver (SLV): What Next After A Relentless Rally?
Feb 13, 2025

Gold (GLD) and Silver (SLV): What Next After A Relentless Rally?

Gold displayed a straight line to new highs. Is the move sustainable? Will Silver follow?

Yimin Xu
Yimin Xu
EquitiesEquities
+2+2
CPI Review, Rates Reaction, Where Will TLT and the Magnificent 7 Head Next?
Feb 12, 2025

CPI Review, Rates Reaction, Where Will TLT and the Magnificent 7 Head Next?

A full breakdown of this morning's CPI data, the rates market repricing of the FOMCs, TLT's price action, plus detailed technical analysis of AAPL, NVDA, TSLA, AMZN, MSFT, GOOGL, META

Yimin Xu
Yimin Xu
RatesRates
+1+1
Nonfarm Payrolls Review, CPI Preview, Powell Testimony, TLT Analysis [No Paywall]
Feb 11, 2025

Nonfarm Payrolls Review, CPI Preview, Powell Testimony, TLT Analysis [No Paywall]

We walk through Friday's labour market data, with an analysis of the current FOMC pricing, Wednesday's CPI, Powell's script, and TLT's price technicals.

Yimin Xu
Yimin Xu
EquitiesEquities
Amazon (AMZN) Q4 FY2024 Earnings Review
Feb 10, 2025

Amazon (AMZN) Q4 FY2024 Earnings Review

Overall revenue slows, but AWS keeps pace. Our valuation and price technicals review suggests opportunities ahead.

Yimin Xu
Yimin Xu
Member AnnouncementsMember Announcements
YX Insights Coverage Update (FEB 2025)
Feb 09, 2025

YX Insights Coverage Update (FEB 2025)

How we cover Macro, Mag-7, Gold, Crypto, China, Energy, BDCs, Software, Consumer, and Financials

Yimin Xu
Yimin Xu
Private CreditPrivate Credit
Golub Capital (GBDC): 1Q FY2025 Earnings Review
Feb 07, 2025

Golub Capital (GBDC): 1Q FY2025 Earnings Review

Quarter Ending December 31, 2024. A large drop in Net Investment Income raises concerns for future dividends. We pore over the details of the latest earnings.

Yimin Xu
Yimin Xu
EquitiesEquities
Alphabet (GOOGL) Q4 FY2024 Earnings Review
Feb 06, 2025

Alphabet (GOOGL) Q4 FY2024 Earnings Review

GOOGL sold off after earnings - is this the beginning of the top? We deep dive into its fundamentals, valuation, and price technicals.

Yimin Xu
Yimin Xu
EquitiesEquities
Apple (AAPL) Q1 FY25 Earnings Review
Feb 05, 2025

Apple (AAPL) Q1 FY25 Earnings Review

China issues deepen. Mac, iPad, and Services outperform. The stock is very tradable despite high valuations.

Yimin Xu
Yimin Xu
CryptoCrypto
Crypto After The Crash: Is The Bottom In?
Feb 04, 2025

Crypto After The Crash: Is The Bottom In?

BTC, ETH, SOL, XRP, COIN, RIOT: a brutal selloff after tariffs kicked in for Canada, Mexico, and China, but Trump played reverse uno at the stock market open on Monday. Where do we go from here?

Yimin Xu
Yimin Xu
EquitiesEquities
+1+1
Where Is SPY Headed In 2025?
Feb 03, 2025

Where Is SPY Headed In 2025?

January started off positively, as the S&P 500 hovers just below its all-time-high. What does this mean for the rest of the year? Plus the all-important February Seasonality for SPY, QQQ, IWM.

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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