Yaru Investments Substack

Yaru Investments Substack

Home
Notes
Archive
Leaderboard
About

May 2025

April 2025

Remain bullish on Euro Stoxx 50 using call options
The strong outperformance of European equities since the beginning of the year is likely to persist, driven initially by the unwinding of the "Trump…
Fade the CHF/USD outperformance via FX derivatives
The Swiss franc has surged vs.
NVIDIA’s H20 Export Ban: Setback or Strategic Reset
In another twist to the evolving technological and geopolitical chessboard, NVIDIA Corp.
Is it time to fade the fear rally? The Equity Vol view
The S&P 500 finished Friday lower by more than 5%, completing a weekly decline of almost 10% — a steep response to the latest increase in trade tensions…
Liberation to start you week
The new tariff regime unveiled by the U.S.

March 2025

Attractive Eli Lilly (LLY) Credit Profile
Eli Lilly (LLY) is a leading research-driven pharmaceutical company with a strong presence in the central nervous system, diabetes and obesity, and…
Relative value of USD vs. EUR credit
Year-to-date, EUR credit has significantly outperformed its USD counterpart.
Tactically Bullish view on Sea Limited
Sea Limited, the largest internet conglomerate in Southeast Asia, continues to solidify its leadership across key markets.
Brent Oil: the risks of oversupply
Over the past three weeks, the U.S.
© 2025 Yaru Investments
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture