Archive - YWR: Your Weekend Reading

YWR: Is this the Biggie?

Rampant retail speculation is telling us something. But it's not what you think.

12 hrs ago •

YWR: Time for a Garbage Rally (anti- QARV)?

Why low-Quality stocks might be about to outperform, and which sectors are 'low-Quality'

Jul 15 •

YWR: The Vietnam Set-up

It's time to bet on the Vietnamese.

Jul 11 •

I’m the future of AI in the US healthcare industry, but everyone hates me and my shares are down 40%.

Jul 8 •

YWR: The Contrarian Bull

David Quinn on why liquidity is strong, tech is booming, and the market is going higher.

Jul 4 •

48:14

YWR: Q2 Performance Review

We review the 1H 2025 performance of YWR positions

Jul 1 •

June 2025

YWR: Global Factor Model

Momentum is building in an Untouchable sector.

Jun 27 •

YWR: Killer Charts

More Boom Charts

Jun 24 •

YWR: The Defense of Elysium

The biggest tech stock every hedge fund is missing.

Jun 20 •

YWR: Hedge Fund Holdings Analysis

We analyze $2.6 trillion in hedge fund holdings to make sure they don't own our favorite themes.

Jun 17 •

YWR: Notes from Montana

A few notes from my Montana trip.

Jun 14 •

We uncover another 'cyclical' sector everyone is under estimating.

Jun 13 •

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