YX Insights logo
YX Insights
YX Insights Premium
Subscribe Now
  • YX Insights
  • Archive
  • Page 9
EquitiesEquities
Netflix (NFLX) 2024 Q4 Earnings Review: A Blockbuster
Jan 23, 2025

Netflix (NFLX) 2024 Q4 Earnings Review: A Blockbuster

"Instead of paying $12 a month for Netflix, you can DCA into its shares, and make 5-figures over 20 years" - FinTwit Guru.

Yimin Xu
Yimin Xu
EquitiesEquities
What Happens To Tesla (TSLA) If Musk Buys TikTok?
Jan 22, 2025

What Happens To Tesla (TSLA) If Musk Buys TikTok?

TSLA shares could face near term headwinds. Plus a chart update on NFLX.

Yimin Xu
Yimin Xu
EquitiesEquities
+3+3
A New Era Begins (No Paywall)
Jan 21, 2025

A New Era Begins (No Paywall)

Trump’s second term of putting America first begins with his own meme coin and tariffs on Canada and Mexico. Bitcoiners are disappointed. Plus a quick chart update ahead of NFLX earnings.

Yimin Xu
Yimin Xu
ChinaChina
China Equity (KWEB): When Can We Get A Sustained Rally?
Jan 17, 2025

China Equity (KWEB): When Can We Get A Sustained Rally?

We analyse China's GDP, Trump 2.0, US-China Bond Yield Spread, and KWEB's price technicals.

Yimin Xu
Yimin Xu
EquitiesEquities
+1+1
December CPI Review: The Start Of Bullish Climbs For TLT & Mag-7?
Jan 16, 2025

December CPI Review: The Start Of Bullish Climbs For TLT & Mag-7?

The Fed unlikely cuts again soon, but TLT may have found a bottom, with equities resuming their climbs. (TLT, QQQ, SPY, NVDA, AAPL, AMZN, TSLA, MSFT, GOOGL, META)

Yimin Xu
Yimin Xu
Private CreditPrivate Credit
Business Development Companies Mid-January Update
Jan 15, 2025

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?
Jan 14, 2025

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
Jan 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%?
Jan 12, 2025

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
Jan 11, 2025

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
Jan 10, 2025

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?
Jan 08, 2025

Crypto Miners: Where Are We Now?

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

Yimin Xu
Yimin Xu
FirstBack
56789101112
Next Last
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

Home

Posts

Authors

Account

Upgrade

I consent to receive newsletters via email. Terms of Use and Privacy Policy.

© 2025 YX Insights.

Privacy Policy

Terms of Use

Powered by beehiiv