Archive - YWR: Your Weekend Reading

YWR: Global Inflection Points

Let's do something different. Let's find the inflection points. Let's find the trends before they move.

12 hrs ago • Erik

YWR: It's Vertical Time for Gold!

Why gold goes to $5,500 and beyond.

Dec 26 • Erik

24:27

YWR: Killer Charts

47 slides and 5 takeaways for 2026.

Dec 23 • Erik

YWR GP: End of 'The Seat'.

Why the future for market data at asset managers is Spotify or AI-Gardens with API’s.

Dec 21 • Pancras Beekenkamp

YWR: The New-New Pt. 1 of 2.

Stop thinking about 'AI'. Or, think differently.

Dec 19 • Erik

YWR 2026 Asset Allocation

Your top 5 ETF's for 2026.

Dec 16 • Erik

YWR GP: The Secret Value in AI Layers 2-4.

There are 6 layers to AI investing and investors are missing the hidden value in layers 2-4.

Dec 14 • Graham Rowe

YWR: Own the Rule Breakers

Why overvalued stocks which have gone up a lot tend to outperform

Dec 12 • Erik

YWR: Time to figure out '26

2025's been good. Now let's figure out next year.

Dec 9 • Erik

YWR GP: Chain Street Pt. 1

The unappreciated value of DeFi.

Dec 6 • Jason

YWR: It's Happening...

Why the best part of the cycle is still to come.

Dec 5 • Erik

YWR: Your Blue Ocean Dashboard

We use AI to score 500 US stocks on innovation and competitive positioning.

Dec 2 • Erik

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