Credit (BDCs, Funds)

Private Credit, Business Development Companies, Credit Funds

Gold, Silver, Bitcoin, EtherLarge Cap Equities ($50B+ Market Cap)Trading FrameworksRates InstrumentsMember AnnouncementsCredit (BDCs, Funds)Sub-$50B Cap, Crypto Stocks, China StocksMarket UpdatesWebinar Recordings
Gold, Silver, Bitcoin, EtherGold, Silver, Bitcoin, Ether
+5+5
YXI Webinar Market Update December 13, 2024

YXI Webinar Market Update December 13, 2024

CPI review, SPY, QQQ, IWM, TLT, Large Cap Equities, Gold & Silver, Crypto, and BDCs.

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Blackstone Secured Lending(BXSL): Q3 FY2024 Review

Blackstone Secured Lending(BXSL): Q3 FY2024 Review

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

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Blue Owl Capital Corporation (OBDC): Q3 FY2024 Review

Blue Owl Capital Corporation (OBDC): Q3 FY2024 Review

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

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Golub Capital (GBDC): Q4 FY2024 Review

Golub Capital (GBDC): Q4 FY2024 Review

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

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Business Development Companies (BDCs) After The Latest Earnings

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

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Ares Capital (ARCC): Q3 2024 Earnings Review

Ares Capital (ARCC): Q3 2024 Earnings Review

Private Credit is a wonderful sector - high yields, price appreciation, what's not to love?

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Trade Setups in Business Development Companies (BDCs)

Trade Setups in Business Development Companies (BDCs)

Deploying Technical Analysis on GBDC, OBDC, FSK with actionable trade ideas

Yimin Xu
Yimin Xu
Gold, Silver, Bitcoin, EtherGold, Silver, Bitcoin, Ether
+6+6
YX Insights Market Update Recording October 4, 2024

YX Insights Market Update Recording October 4, 2024

We analyse the latest Nonfarm Payrolls, and all the individual charts across indices, fixed income, Crypto, Gold / Silver, Mag-7, BDCs, Exchanges, and China equities.

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Hercules Capital (HTGC): High Risk But Higher Premium?

Hercules Capital (HTGC): High Risk But Higher Premium?

Analysing one of the most expensive business development companies in the market, including its growth, asset write-downs, capital structure, interest rate sensitivity, and price premium.

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Golub Capital (GBDC): An Investor-Friendly BDC with a Resilient Capital Structure

Golub Capital (GBDC): An Investor-Friendly BDC with a Resilient Capital Structure

A Deep Dive into GBDC’s Recent Performance and Outlook for the Rest of 2024

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
Main Street Capital Corporation (MAIN): Is It Worth the Premium?

Main Street Capital Corporation (MAIN): Is It Worth the Premium?

Exploring the Strengths and Risks of a Leading BDC Trading at a 65% Premium to NAV

Yimin Xu
Yimin Xu
Credit (BDCs, Funds)Credit (BDCs, Funds)
FS KKR Capital Corp (FSK): Is the Dividend Yield Too Good to Be True?

FS KKR Capital Corp (FSK): Is the Dividend Yield Too Good to Be True?

Exploring the Hidden Risks and Opportunities in FSK's Q2 2024 Performance

Yimin Xu
Yimin Xu