China, Small Cap, Crypto MinersChina, Small Cap, Crypto Miners
China Equity (KWEB): When Can We Get A Sustained Rally?

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
Large Cap EquitiesLarge Cap Equities
+1+1
December CPI Review: The Start Of Bullish Climbs For TLT & Mag-7?

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

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
RatesRates
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, Silver, Bitcoin, EtherGold, Silver, Bitcoin, Ether
+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
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
Gold, Silver, Bitcoin, EtherGold, Silver, Bitcoin, Ether
+1+1
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
Large Cap EquitiesLarge Cap Equities
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
Large Cap EquitiesLarge Cap Equities
January 2025 Equities Seasonality

January 2025 Equities Seasonality

Key seasonality data for SPY, QQQ, IWM this January

Yimin Xu
Yimin Xu
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