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.

BRK.B

Berkshire Hathaway

Diversified cash-generative platform with embedded option value.

CompounderLong horizonMedium conviction

META

Meta Platforms

Margin leverage from cost discipline and ad market normalization.

Digital AdsMedium horizonMedium conviction

USO

US Oil Fund

Curve structure and roll yield critical for P&L.

Crude OilShort horizonLow conviction

MSFT

Microsoft Corp.

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

Cloud / ProductivityLong horizonHigh conviction

XLV

Health Care ETF

Stable cash flows, secular demographics tailwinds.

Defensive 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

EEM

Emerging Markets ETF

Macro and FX-sensitive; best used within a broader allocation.

EM BetaLong horizonLow conviction

HYG

High Yield Bond ETF

Spread compression vehicle; sensitive to liquidity regimes.

Credit RiskMedium horizonLow conviction

LQD

Investment Grade ETF

Higher-quality credit carry relative to sovereigns.

Credit QualityMedium horizonMedium conviction