RIA: The July Update
Yes, It Was Only 4 Days Ago
Alphabet (GOOGL) Q4 2025 Earnings Review
Soaring for now, but so is Capex.
Yimin Xu
YX Insights: Macro, Fixed Income, Equities, and Crypto.
FX Swap and Short Term Interest Rate Swaps Trader at Royal Bank of Scotland.
ICAEW Chartered Accountant.
Seeking Alpha FOMC Commentator.
Alphabet Inc. (GOOGL) Q3 9/25 Earnings Review
The air is getting thin up here...
GOOGL 2025 Q2 Earnings Update
GOOGL landed a solid set of earnings report, with valuation still being reasonable. The long-term potential for GOOGL’s stock is very compelling. But we could get a potential short-term pullback, setting up for a very strong buying opportunity.
RIA: June Market Update
A Look Back At June.
RIA May Market Update: Back To Square One
DISCLAIMER: This note is intended for US recipients only and,
Alphabet (GOOGL) Q1 Earnings Update
DISCLAIMER: This note is intended for US recipients only and,
RIA April Market Update
April’s SPY Rollercoaster: Tariff-driven sell-off, 90-day pause and the market’s ensuing round-trip. Is the correction over or is there more downside?
RIA: March 2025 Market Update
Risk Off, Recessionary Fears, Oil Rebound, Gold New Highs, Bitcoin Searches For Bottom
RIA: February 2025 Market Update
Just Following The Playbook