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Daily Insights

Daily updates of Macro, Rates, Large Cap Equities, Crypto, and Gold

Buy, Not Sell, The FOMC

3 min read

Buy, Not Sell, The FOMC

By Yimin Xu
The FOMC Playbook (Must-Read, No Paywall)

15 min read

The FOMC Playbook (Must-Read, No Paywall)

By Yimin Xu
The Pre-FOMC Calmness

3 min read

The Pre-FOMC Calmness

By Yimin Xu
Defying Seasonality

3 min read

Defying Seasonality

By Yimin Xu
Asset Cycles: Our First Deep Dive

3 min read

Asset Cycles: Our First Deep Dive

By Yimin Xu
Market Rallies On. Spotlight: AAPL

3 min read

Market Rallies On. Spotlight: AAPL

By Yimin Xu
(No Paywall) Proprietary Asset Cycle Analysis Is Here 🔥

16 min read

(No Paywall) Proprietary Asset Cycle Analysis Is Here 🔥

By Yimin Xu
Did Nonfarm Payrolls Mark The Beginning Of The End?

4 min read

Did Nonfarm Payrolls Mark The Beginning Of The End?

By Yimin Xu
Is Nvidia (NVDA) A Buy? GOOGL's 9% Rise...

3 min read

Is Nvidia (NVDA) A Buy? GOOGL's 9% Rise...

By Yimin Xu
A Bounce And Then...?

3 min read

A Bounce And Then...?

By Yimin Xu
September Woes To Begin (No Paywall)

17 min read

September Woes To Begin (No Paywall)

By Yimin Xu
Staying On Course For Now

6 min read

Staying On Course For Now

By Yimin Xu
Keep Pushing On

6 min read

Keep Pushing On

By Yimin Xu
Just Follow The Trend

7 min read

Just Follow The Trend

By Yimin Xu
Will Rotation Wrong Foot Investors?

6 min read

Will Rotation Wrong Foot Investors?

By Yimin Xu
Investors Are Just Buying

8 min read

Investors Are Just Buying

By Yimin Xu
Overnight Trading Is More Profitable (And Volatile)

6 min read

Overnight Trading Is More Profitable (And Volatile)

By Yimin Xu
New All-time-highs Incoming?

6 min read

New All-time-highs Incoming?

By Yimin Xu
August Is For Resting, Not Exhausting

6 min read

August Is For Resting, Not Exhausting

By Yimin Xu
Is The Pullback Already Complete?

5 min read

Is The Pullback Already Complete?

By Yimin Xu
Is The S&P 500 Near A Generational Top?

11 min read

Is The S&P 500 Near A Generational Top?

By Yimin Xu
AMZN: Amazon FY2025Q2 Earnings Update

5 min read

AMZN: Amazon FY2025Q2 Earnings Update

By Yimin Xu
AAPL: Apple FY2025Q3 Earnings Update (Q/E June 30, 2025)

6 min read

AAPL: Apple FY2025Q3 Earnings Update (Q/E June 30, 2025)

By Yimin Xu
MSFT: Microsoft FY2025Q4 Earnings Update (Quarter Ending June 30, 2025)

4 min read

MSFT: Microsoft FY2025Q4 Earnings Update (Quarter Ending June 30, 2025)

By Yimin Xu
META: Meta 2025 Q2 Earnings Update

5 min read

META: Meta 2025 Q2 Earnings Update

By Yimin Xu
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