Week Off

Magnificent 7 Weekly Update (Video): March 21, 2025

Video update on TSLA, NVDA, META, GOOGL, AMZN, AAPL, MSFT

Rates and Equity Indices Weekly Update: TLT, SPY, QQQ, IWM (March 27 2025)

Oil, Fed Liquidity impact on rates. Yields in turn lead equities in the latest moves. Quarter-end won't be easy.

Gold (GLD) and Silver (SLV) Update: Rotation In Play? (March 26, 2025)

Gold can't stop rising. Can it?

BDC Update: March 25, 2025, Plus FSK Earnings Review

Latest metrics across ARCC, OBDC, BXSL, FSK, MAIN, GBDC, HTGC, FDUS

Crypto Update: A New Bull Run Underway? (March 24, 2025)

We review Bitcoin in the broader macro context and dive into the price technicals of BTC, ETH, SOL, XRP, COIN, MSTR.

Magnificent 7 Weekly Update: March 21, 2025

Detailed price technicals for TSLA, NVDA, META, GOOGL, AMZN, AAPL, and MSFT and their near-term targets

YXI Market Update Video: March 20, 2024 Pre-Market

We dissect the latest FOMC, TLT macro considerations and price action, valuation and technical analysis of SPY, QQQ, IWM.

Oil (USO) Update: March 19, 2025, plus SLB, FANG, BEP

We assess the global supply and demand trend for oil as well as examine the price technicals for USO, FANG, SLB, and BEP.

Chinese Equities Update: KWEB, FXI, BABA, PDD, JD, BIDU (March 18, 2025)

Chinese Exceptionalism. The only way has been up for Chinese stocks.

Crypto Update: Has Bitcoin Bottomed? (March 17, 2025)

We pore through liquidity, seasonality, correlation, and ETF sentiment analysis for Bitcoin, with charts for ETH, SOL, XRP, MSTR, and COIN.

Macro & Magnificent 7 Video Update:March 13, 2025 (Post Market)

Fed Liquidity, Bonds, FOMC projections, TSLA, NVDA, META, GOOGL, AMZN, AAPL, MSFT valuation and chart analysis