Archive - YWR: Your Weekend Reading

YWR: A Factor Model Mystery!

What's behind the sudden rise in pharma earnings?

Apr 29 •

YWR: Appreciating AWS

Realising all roads lead to AWS.

Apr 25 •

YWR: World Boom Ahead!

Don't be a chicken little and miss it.

Apr 22 •

YWR: 'The Next Bitcoin'

The hated token changing global FX.

Apr 20 •

YWR: April QARV

We discover a secret baby vomit sector earning 25% ROE's.

Apr 18 •

YWR: Hedge Fund Holdings Analysis

We travel outside the Borg and find a hedge fund doing something really interesting.

Apr 15

YWR: How Conoco Changed My Life.

How I learned to do less and make more.

Apr 12 •

Thinking like a CEO: How to Thrive not Survive in an AI world.

A recording from Erik's live video

Apr 10 •

and

53:52

Livestream tomorrow (2pm UK)

Reminder of Thursday’s livestream: Thinking like a CEO: How to Thrive in an AI Future.

Apr 9 •

YWR: Where the $'s flow next.

What happens next? You already know. But let's go over it again.

Apr 8 •

YWR: {Containerisation of Thought} and how it changes Everything.

How AI will change the world is a lot like shipping containers. Let me explain.

Apr 4 •

YWR: Q1 Performance Review

We thank the market gods for a strong start to 2025.

Apr 1 •

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