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.

RIA: The July Update

Yes, It Was Only 4 Days Ago

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

Nonfarm Payrolls Review, CPI Preview, Powell Testimony, TLT Analysis [No Paywall]

We walk through Friday's labour market data, with an analysis of the current FOMC pricing, Wednesday's CPI, Powell's script, and TLT's price technicals.

Alphabet (GOOGL) Q4 FY2024 Earnings Review [No Paywall]

Alphabet (GOOGL, GOOG) sold off after earnings - is this the beginning of the top? We deep dive into its fundamentals, valuation, and price technicals.