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YWR: Hedge Fund Holdings Analysis
Time to review the data on hedge fund equity holdings.
Nov 11
•
Erik
21
7
2
YWR: The Fed's Big Employment Mistake
The Fed is cutting rates because of weak payrolls.
Nov 7
•
Erik
and
Marvin Barth
23
19
2
38:15
YWR GP: Institutionalising Crypto
Crypto is transitioning from niche “dot-crypto” to a mainstream asset class.
Nov 5
•
Etherbridge
19
6
2
YWR: China Trip Highlights
Are you ready for the next big, multi-year bull market? It's not US data centers.
Nov 4
•
Erik
79
8
5
October 2025
YWR: $200 oil pops the bubble.
How does the bubble end? Same way the last 2 ended.
Oct 30
•
Erik
61
11
3
Will there ever be a bull market for HK again?
A recording from Erik's live video
Oct 28
•
Erik
35
2
2
6:44
YWR: Global Factor Model
You know what’s cool about this bull market? There are so many different ways to make money. We review the global estimate data to see what's working.
Oct 28
•
Erik
39
2
YWR Killer Wave Charts
The global growth wave nobody sees coming.
Oct 24
•
Erik
38
9
3
YWR: PE/VC Q3 Deal Tracker
Let's go over the top Private Equity and Venture deals in Q3. It's good to know.
Oct 21
•
Erik
20
1
YWR: Stupidly Bullish
Why I'm stupidly bullish and 4 new money ideas.
Oct 17
•
Erik
56
17
2
YWR GP: Industrials charts look good.
The shift from software to industrials.
Oct 15
•
Erik
5
YWR: Find the Blue Ocean
What Cirque du Soleil, Calloway golf clubs and puffy jackets have in common, and how we make money from it.
Oct 14
•
Erik
27
1
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