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.
QQQ
NASDAQ 100 ETF
Concentrated exposure to secular growth franchises.
Growth TiltMedium horizonMedium conviction
AMZN
Amazon.com
Operating leverage in North America + AWS optionality.
E-commerce / CloudLong horizonMedium conviction
SPY
S&P 500 ETF
Core exposure for benchmark-aware portfolios.
US BetaLong horizonMedium conviction
ARKK
Innovation ETF
Tactical exposure to speculative growth factor.
High BetaShort horizonLow conviction
USO
US Oil Fund
Curve structure and roll yield critical for P&L.
Crude OilShort horizonLow conviction
TLT
20+ Year Treasury ETF
Rates hedge in late-cycle growth-slowing scenarios.
DurationMedium horizonLow conviction
NVDA
NVIDIA Corp.
Key beneficiary of accelerated computing and training demand.
AI InfrastructureMedium horizonHigh conviction
FXI
China Large-Cap ETF
Policy path and earnings visibility remain key swing factors.
China EquityMedium horizonLow conviction
EEM
Emerging Markets ETF
Macro and FX-sensitive; best used within a broader allocation.
EM BetaLong horizonLow conviction
TSLA
Tesla Inc.
Equity duration and volatility remain high; position sizing critical.
EV / OptionalityLong horizonLow conviction