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
Gold, Silver, Bitcoin, EtherGold, Silver, Bitcoin, Ether
December 2024 Crypto Review

December 2024 Crypto Review

We examine closely Bitcoin (BTCUSD), Coinbase (COIN), Ether (ETHUSD), Solana (SOLUSD), Ripple (XRPUSD)

Yimin Xu
Yimin Xu
Gold, Silver, Bitcoin, EtherGold, Silver, Bitcoin, Ether
December 2024 Gold Review (GLD)

December 2024 Gold Review (GLD)

Key charts for Gold in December.

Yimin Xu
Yimin Xu
Large Cap EquitiesLarge Cap Equities
+2+2
December 2024 Fed & Global Liquidity

December 2024 Fed & Global Liquidity

Key charts for Fed Liquidity, Global M2, and Equities and Yields correlations

Yimin Xu
Yimin Xu
Private CreditPrivate Credit
+1+1
December 2024 Business Development Companies (BDCs)

December 2024 Business Development Companies (BDCs)

Key charts for BDCs in December 2024

Yimin Xu
Yimin Xu
Large Cap EquitiesLarge Cap Equities
+1+1
December 2024 Equity Sectors and Styles

December 2024 Equity Sectors and Styles

An overview of Sector ETF returns, valuation, and style performance

Yimin Xu
Yimin Xu
FirstBack
12345678
Next Last