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YX Insights Coverage Update (FEB 2025)
How we cover Macro, Mag-7, Gold, Crypto, China, Energy, BDCs, Software, Consumer, and Financials
Yimin Xu
February 09, 2025
Dear YXI Friends,
This is an updated universe of the specific names we will cover in this service.
They are split into several themes:
1) Macro / Rates, including Equity and Bond ETFs
2) Magnificent 7
3) Gold / Silver
4) Crypto, including major cryptocurrencies and related equities
5) Energy, including USO and related equities
6) Business Development Companies (Private Credit)
7) Software, Consumer, Financial single name stocks
It is a large and wide list, but that is the point. By leveraging our macro insights and sector-specific knowledge, we can understand how the different markets are interrelated. This helps us read ahead of the pack how the financial markets may rotate money across different themes
Category | Type | Ticker (Notes) | Frequency |
Macro Data | Tuesdays | ||
Data | Nonfarm Payrolls | NFP | Monthly |
Data | CPI | CPI | Monthly |
Data | PCE | PCE | Monthly |
ETFs | Thursdays | ||
ETF | S&P 500 | SPY | Weekly |
ETF | Nasdaq 100 | QQQ | Weekly |
ETF | Russell 2000 | IWM | Weekly |
ETF | Technology | XLK | Weekly |
ETF | Financials | XLF | Weekly |
ETF | Treasury Bonds | TLT | Weekly |
ETF | Oil | USO | Weekly |
Magnificent 7 & Large Cap | Fridays | ||
Equities | Microsoft | MSFT | Weekly |
Equities | Apple | AAPL | Weekly |
Equities | Nvidia | NVDA | Weekly |
Equities | Amazon | AMZN | Weekly |
Equities | Meta | META | Weekly |
Equities | GOOGL | Weekly | |
Equities | Tesla | TSLA | Weekly |
Gold & Silver | Mondays | ||
ETF | Gold | GLD | Bi-weekly |
ETF | Silver | SLV | Bi-weekly |
Crypto | Mondays | ||
Crypto | Bitcoin | BTCUSD | Bi-weekly |
Crypto | Ethereum | ETHUSD | Bi-weekly |
Crypto | Solana | SOLUSD | Bi-weekly |
Crypto | Ripple | XRPUSD | Bi-weekly |
Equities | Coinbase | COIN | Bi-weekly |
Equities | Strategy | MSTR | Bi-weekly |
China | Tuesdays | ||
ETF | CSI China Internet | KWEB | Bi-Weekly |
ETF | China Large Cap | FXI | Bi-Weekly |
Equities | Alibaba | BABA | Bi-Weekly |
Equities | Pinduoduo | PDD | Bi-Weekly |
Equities | JD | Bi-Weekly | |
Business Development Companies | Wednesdays | ||
BDC | Ares | ARCC | Monthly |
BDC | Blue Owl | OBDC | Monthly |
BDC | Blackstone | BXSL | Monthly |
BDC | FS KKR | FSK | Monthly |
BDC | Main Street | MAIN | Monthly |
BDC | Golub | GBDC | Monthly |
BDC | Hercules | HTGC | Monthly |
Other Equities | Wednesday | ||
Equities | Salesforce | CRM | Bi-Weekly |
Equities | Adobe | ADBE | Bi-Weekly |
Equities | Palantir | PLTR | Bi-Weekly |
Equities | Snowflake | SNOW | Bi-Weekly |
Equities | Crowdstrike | CRWD | Bi-Weekly |
Equities | Netflix | NFLX | Bi-Weekly |
Equities | Shopify | SHOP | Bi-Weekly |
Equities | Uber | UBER | Bi-Weekly |
Equities | Citi | C | Bi-Weekly |
Equities | Bank of America | BAC | Bi-Weekly |
Equities | JP Morgan | JPM | Bi-Weekly |
Equities | CME | CME | Bi-Weekly |
Equities | Nasdaq | NDAQ | Bi-Weekly |
Equities | SLB | SLB | Bi-Weekly |
Equities | Diamondback Energy | FANG | Bi-Weekly |
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