Blackstone Secured Lending(BXSL): Q3 FY2024 Review

A very well run BDC with attractive yields and low non-accruals.

Blue Owl Capital Corporation (OBDC): Q3 FY2024 Review

A near 10% dividend yield with potential for price moving higher.

Salesforce (CRM): Q3 FY2025 Review

The price action and business fundamental are showing divergence

Is Bitcoin set up for a year-end rally?

No Paywall. We weigh between global liquidity, seasonality, ETF flows, and price technicals.

Equities Seasonality: A Santa Claus Rally for SPY, QQQ, IWM?

We take a look at historical December trading patterns

Golub Capital (GBDC): Q4 FY2024 Review

There is a lot to like for Quarter-ending SEP 30, 2024

Business Development Companies (BDCs) After The Latest Earnings

An in-depth holistic review of MAIN, HTGC, BXSL, ARCC, CSWC, FSK, GBDC, OBDC, GSBD, NMFC,TSLX, PSEC, OCSL

YXI Market Update Webinar Recording: November 22, 2024

Liquidity vs risk assets, FOMC, SPY, QQQ, TLT, AAPL, TSLA, MSFT, AMZN, GOOGL, META, NVDA, CRM, ADBE, NFLX, SHOP, C, SLB, FANG, GLD, SLV, BTC, ETH, SOL, XRP, BILI

Diamondback Energy (FANG): Q3 2024 Earnings Review

SLB (formerly Schlumberger): Positioned For A Strong Comeback?

Exploring SLB’s Double-Digit Growth, Expanding Margins, and Attractive Valuation with the Potential for a Trade Setup

Energy Stocks: A Valuation Comparison

Comparing XOM, CVX, COP, WMB, EOG, OKE ,SLB, PSX, MPC, KMI, FANG

Shopify (SHOP): Q3 2024 Earnings Review

Growth accelerated. Profit margins improved. Now just wait for a pullback.