Market Data & Our Picks

Curated market data, analysis, and selected opportunities we're monitoring. World indices and key signals, alongside a rotating set of YSJ Lab watchlist ideas.

Market Data

Quotes delayed / near real-time

Our Picks

Illustrative ideas – not investment advice

Rotating, illustrative list of instruments we monitor across themes.

GOOGL

Alphabet Inc.

Balanced exposure to search, cloud, and emerging AI products.

Search / AILong horizonMedium conviction

IEF

7-10 Year Treasury ETF

Compromise between rate sensitivity and carry.

Intermediate DurationMedium horizonMedium conviction

GLD

Gold Trust

Diversifier against policy error and tail events.

Macro HedgeLong horizonMedium conviction

FXI

China Large-Cap ETF

Policy path and earnings visibility remain key swing factors.

China EquityMedium horizonLow conviction

SMH

Semiconductor ETF

Broader way to express semi-cycle beyond single names.

Cyclical GrowthMedium horizonMedium conviction

NVDA

NVIDIA Corp.

Key beneficiary of accelerated computing and training demand.

AI InfrastructureMedium horizonHigh conviction

AAPL

Apple Inc.

Balance of hardware ecosystem and services margin.

Large-cap TechMedium horizonMedium conviction

XLV

Health Care ETF

Stable cash flows, secular demographics tailwinds.

Defensive GrowthMedium horizonMedium conviction

MSFT

Microsoft Corp.

Strategic exposure to cloud, AI infrastructure, and enterprise spend.

Cloud / ProductivityLong horizonHigh conviction

TLT

20+ Year Treasury ETF

Rates hedge in late-cycle growth-slowing scenarios.

DurationMedium horizonLow conviction