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Private CreditPrivate Credit
BDC Update: March 11 2025, plus OBDC and BXSL Earnings Reviews
Mar 11, 2025

BDC Update: March 11 2025, plus OBDC and BXSL Earnings Reviews

Latest metrics across ARCC, OBDC, BXSL, FSK, MAIN, GBDC, HTGC, FDUS

Yimin Xu
Yimin Xu
CryptoCrypto
Crypto Update: March 10, 2025
Mar 10, 2025

Crypto Update: March 10, 2025

Strategic Bitcoin Reserve, BTC, ETH, SOL, XRP, COIN, MSTR, Updates

Yimin Xu
Yimin Xu
EquitiesEquities
Magnificent 7 Weekly Update: March 7, 2024
Mar 07, 2025

Magnificent 7 Weekly Update: March 7, 2024

A weekly review of TSLA, NVDA, META, GOOGL, AMZN, AAPL, MSFT in terms of their valuation, volatility, and price technicals

Yimin Xu
Yimin Xu
RatesRates
Nonfarm Payrolls Preview; TLT, SPY, QQQ, IWM Weekly Update
Mar 06, 2025

Nonfarm Payrolls Preview; TLT, SPY, QQQ, IWM Weekly Update

Will the labour market worsen? How will rates and stocks respond on Friday and beyond?

Yimin Xu
Yimin Xu
OilOil
Oil (USO) Update, Diamondback Energy (FANG) Earnings, Brookfield Renewable Partners (BEP), SLB
Mar 05, 2025

Oil (USO) Update, Diamondback Energy (FANG) Earnings, Brookfield Renewable Partners (BEP), SLB

Will USO drift lower given OPEC+ news? How was FANG's latest earnings? What does BEP offer as an oil alternative?

Yimin Xu
Yimin Xu
ChinaChina
Chinese Equities Update: KWEB, FXI, BABA, PDD, JD (March 4, 2025)
Mar 04, 2025

Chinese Equities Update: KWEB, FXI, BABA, PDD, JD (March 4, 2025)

Trump imposes more tariffs, while China awaits further stimulus announcements.

Yimin Xu
Yimin Xu
CryptoCrypto
Crypto Update: BTC, ETH, SOL, XRP, COIN, MSTR (March 03 2025)
Mar 03, 2025

Crypto Update: BTC, ETH, SOL, XRP, COIN, MSTR (March 03 2025)

Trump's posts on Strategy Reserve rescue a panicky market. We evaluate the key drivers and near-term price dynamics for major crypto pairs and equities.

Yimin Xu
Yimin Xu
Member AnnouncementsMember Announcements
Updated Service Google Sheet Link For March 2025 (Premium Access)
Mar 02, 2025

Updated Service Google Sheet Link For March 2025 (Premium Access)

Coverage overview, charts, trade setups, seasonality, ETF flows, Fed Funds update.

Yimin Xu
Yimin Xu
EquitiesEquities
+1+1
PCE Review, Magnificent 7 Weekly Update: February 28, 2024
Feb 28, 2025

PCE Review, Magnificent 7 Weekly Update: February 28, 2024

PCE is benign. NVDA investors are hard to please. TSLA should begin wave 5. Plus GOOGL, AMZN, META, AAPL, MSFT

Yimin Xu
Yimin Xu
EquitiesEquities
+1+1
SPY, QQQ, IWM, and TLT Weekly Update: Feb 27, 2025
Feb 27, 2025

SPY, QQQ, IWM, and TLT Weekly Update: Feb 27, 2025

We examine the latest SPY, QQQ, IWM valuation and price technical analysis, as well as the FOMC projections and TLT.

Yimin Xu
Yimin Xu
Gold & SilverGold & Silver
Gold (GLD) and Silver (SLV): Pullback In Progress
Feb 26, 2025

Gold (GLD) and Silver (SLV): Pullback In Progress

An update on the key drivers of Gold and Silver prices, with near-term outlooks.

Yimin Xu
Yimin Xu
EquitiesEquities
Time To Panic? Popular Single Stock Chart Updates
Feb 25, 2025

Time To Panic? Popular Single Stock Chart Updates

Liquidity Update, plus charts on TSLA, CRM, ADBE, PLTR, AMD, SHOP, NFLX

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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