YX Insights

What governs #Bitcoin ( $BTC )'s price and where is it headed? Today we share an in-depth analysis of Bitcoin's place in the financial system and its price outlook! https://lnkd.in/eQ_YAuJK

???? Why did $TSLA sell off this week? Let's dive deep into Tesla’s Q2 2024 Earnings! From Elon's vision to the latest financials, production trends, ?? Robotaxi, and ?? Optimus. Are TSLA fundamentals aligning with its valuation? ?? #Tesla https://lnkd.in/eNgxtZQD

Why did Alphabet ( $GOOGL $GOOG) tumble after a solid Q2 performance? Was it simply "sell-the-news"? I evaluate the Q2 earnings through fundamental analysis, comparable valuations, discounted cashflows and technical chart analysis in today's note. #Google #Alphabet #GOOGL #GOOG https://lnkd.in/d3Kzumwq

How does SHV, BlackRock's Short Treasury Bond ETF (1-month to 1-year) trade as interest rate expectations shift? How does it compare with BILS in terms of yield, duration, and fees? I answer everything you need to know about $SHV in today's article! https://lnkd.in/ersv4PDt

SGOV is a Treasury ETF run by?BlackRock Fund Advisors?that targets the shortest end of the yield curve, in the 0 to 3 months maturity region. This is the first note in a series on the US Treasury ETFs, across the whole spectrum of maturities. For every Treasury ETF, we start with a gentle primer, covering the key features of the ETF. In the future notes, we will check how it performs, look at possible trade setups, and consider the long-term outlook based on the Fed and the yield curve. https://lnkd.in/evtdFWh9

Forget the Dot Plot. Today's CPI report means the Fed should at least consider a July rate cut. #fed #macro #interestrates #cpi #markets https://lnkd.in/eDJuiRcH

A quick update on the AMD trade as it approaches the target zone. https://lnkd.in/dzpWymqz

Is the US on the brink of a recession? ?? Friday's Jobs report is flashing an early warning! https://lnkd.in/esZjkrh8 #nonfarm #jobs #macro #economy #fed

What Does Powell's Speech on Tuesday Mean for Rate Cuts? ?? We analyse Powell's latest comments on Labor Market, Inflation and Rate Cuts. https://lnkd.in/eE_n57Kf

Will US stocks continue to rally in July? ?? We examine July's seasonality patterns for SPY and QQQ and preview Friday's Nonfarm Payrolls. (Comes with a tonne of useful charts!) https://lnkd.in/eFNxM8ef #sp500 #spy #QQQ #stocks #markets #trading #nonfarmpayrolls #macro #economy