Private CreditPrivate Credit
Business Development Companies Mid-January Update

Business Development Companies Mid-January Update

Who would have thought BDCs could beat the S&P 500? We compare ARCC, CSWC, MAIN, GBDC, GSBD, TSLX, HTGC, FDUS, BXSL, OCSL, FSK, OBDC, NMFC

Yimin Xu
Yimin Xu
OilOil
Oil (USO): Will USO break through $90?

Oil (USO): Will USO break through $90?

A balanced assessment of oil's outlook in 2025, across OPEC+ supply, Iran and Russia sanctions, China demand, winters in US and Europe, and price technical analysis.

Yimin Xu
Yimin Xu
Gold & SilverGold & Silver
+3+3
YXI Market Update Webinar Recording: January 13, 2025

YXI Market Update Webinar Recording: January 13, 2025

Nonfarm Payrolls, the Fed liquidity, S&P 500 valuation, SPY, QQQ, IWM, TLT, GLD, SLV.

Yimin Xu
Yimin Xu
RatesRates
After Nonfarm Payrolls: Will 30-Year Treasury Yield Reach 6%?

After Nonfarm Payrolls: Will 30-Year Treasury Yield Reach 6%?

Only one full-cut is priced in for 2025. We now reassess whether the market is stretched and the implication for TLT.

Yimin Xu
Yimin Xu
Member AnnouncementsMember Announcements
Current YX Insights Coverage Universe

Current YX Insights Coverage Universe

A list of what we cover in-depth across Equities, Bonds, Gold, Crypto and BDCs

Yimin Xu
Yimin Xu
RatesRates
FOMC Minutes, Nonfarm Payrolls Preview, China

FOMC Minutes, Nonfarm Payrolls Preview, China

Wednesday's FOMC Minutes, Friday's Nonfarm Payrolls, A Service Update On China

Yimin Xu
Yimin Xu
CryptoCrypto
Crypto Miners: Where Are We Now?

Crypto Miners: Where Are We Now?

A quick price technical update on Bitcoin, RIOT, MARA, CLSK, WULF, HUT, IREN, HIVE

Yimin Xu
Yimin Xu
EquitiesEquities
Nasdaq (NDAQ): A Compelling Opportunity Around The Corner?

Nasdaq (NDAQ): A Compelling Opportunity Around The Corner?

We examine the business fundamentals, valuation, and price action of NDAQ, with a trade idea suggestion (not yet triggered).

Yimin Xu
Yimin Xu
Trading FrameworksTrading Frameworks
Portfolio Construction: Are You Maximising Returns While Managing Risk?

Portfolio Construction: Are You Maximising Returns While Managing Risk?

Combining Rates, Equities, Single Name Stocks, Private Credit, Gold, Bitcoin

Yimin Xu
Yimin Xu
EquitiesEquities
January 2025 Equities Seasonality

January 2025 Equities Seasonality

Key seasonality data for SPY, QQQ, IWM this January

Yimin Xu
Yimin Xu
CryptoCrypto
December 2024 Crypto Review

December 2024 Crypto Review

We examine closely Bitcoin (BTCUSD), Coinbase (COIN), Ether (ETHUSD), Solana (SOLUSD), Ripple (XRPUSD)

Yimin Xu
Yimin Xu
Gold & SilverGold & Silver
December 2024 Gold Review (GLD)

December 2024 Gold Review (GLD)

Key charts for Gold in December.

Yimin Xu
Yimin Xu
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