ABOUT / CV

Two degrees, six roles, one habit.

I'm Sonny Xi, an investment researcher based in Los Angeles. I hold an M.S. in Finance from the University of Illinois Urbana-Champaign and a B.A. in International Affairs and Finance from the George Washington University's Elliott School, and my work has run across sell-side equity research, buy-side portfolio analysis, private equity due diligence, and credit risk modeling.

That range shaped how I think. I care less about calling a direction than about building frameworks that state plainly what they rest on and what would prove them wrong.

Most of what I publish here sits where macro meets capital structure: how AI capital expenditure has taken over the growth role housing used to play, why energy inflation has proven stickier than headline figures suggest, and how the financing architecture behind the AI build-out rhymes with earlier credit cycles. The Elliott School half of my training shows up too: when a war moves an energy curve, I would rather map the interests behind it than follow the headlines. I write in both English and Chinese, and I try to keep both plain enough that the argument, rather than the vocabulary, does the work.