YWR: Your Weekend Reading | Erik | Substack

YWR: Killer Charts

READ THE LATEST

YWR

YWR Intelligence

AI Driven Investment Reports

Recommendations

Brad Jelinek

Macro Charts

PauloMacro’s Substack

PauloMacro

The MacroTourist

Kevin Muir

Dylan Patel

Recent posts

YWR: The Future is Memory

The center of gravity is shifting to memory. And Korean memory stocks are on sale.

Oct 20 • Erik

YWR: The 3-60 Portfolio

How do I weight all these great investment ideas?

Oct 16 • Erik

YWR: Hormuz 2030

This could be a multi-year problem.

Oct 12 • Erik

50:31

YWR: Hitting Capitulation in a Hated Market

Watch now (51 mins) | A best ideas pitch on a hated property market and hated stock market by Fred from Fred’s Corner.

Oct 9 • Erik

YWR: Why the Pessimism May Be Missing the Bigger Picture

Oct 6 • David Quinn

YWR: Q3 2026 Performance Review

Let's review our year to date performance. Both the good and the bad.

Oct 3 • Erik

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts