YX Insights
Yimin Xu's Directional Market Analysis of US Rates, Equities, China, BDCs, Crypto, Gold, and Oil, as a Rates Market Maker and Chartered Accountant.
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No Pay Wall, But Please Do Share. The First Buddy Gets A Pardon.
Coverage overview, charts, trade setups, seasonality, ETF flows, Fed Funds update.
Ahead of CPI. We chart PLTR, NFLX, UBER, CRM, ADBE, SNOW, CRWD, SHOP
Detailed price technicals for TSLA, NVDA, META, GOOGL, AMZN, AAPL, and MSFT and their near-term targets
Video update on TSLA, NVDA, META, GOOGL, AMZN, AAPL, MSFT
Oil, Fed Liquidity impact on rates. Yields in turn lead equities in the latest moves. Quarter-end won't be easy.
Gold can't stop rising. Can it?
Latest metrics across ARCC, OBDC, BXSL, FSK, MAIN, GBDC, HTGC, FDUS
We review Bitcoin in the broader macro context and dive into the price technicals of BTC, ETH, SOL, XRP, COIN, MSTR.
We dissect the latest FOMC, TLT macro considerations and price action, valuation and technical analysis of SPY, QQQ, IWM.
We assess the global supply and demand trend for oil as well as examine the price technicals for USO, FANG, SLB, and BEP.
Chinese Exceptionalism. The only way has been up for Chinese stocks.
We pore through liquidity, seasonality, correlation, and ETF sentiment analysis for Bitcoin, with charts for ETH, SOL, XRP, MSTR, and COIN.
Fed Liquidity, Bonds, FOMC projections, TSLA, NVDA, META, GOOGL, AMZN, AAPL, MSFT valuation and chart analysis
