YWR: Your Weekend Reading
Subscribe
Sign in
Home
Notes
Chat
Data Apps
Portfolios
Global Factor & QARV
Data & Models
Library
Other cool things
YWR General Partners
Archive
Leaderboard
About
Latest
Top
Discussions
YWR: PE/VC Q4 2025 Deal Tracker
Once a quarter we check in on the top Private Equity and Venture Capital deals.
17 hrs ago
•
Erik
7
YWR GP: How you can analyse 2,000 stocks in 2 hours.
How to automate AI investment analysis.
Jan 11
•
Erik
19
1
24:40
YWR: How to thrive in the 'J-Shaped Economy'
Alert: This is not financial advice.
Jan 9
•
Erik
37
3
3
YWR: Who am I Sector?
Hi. I'm $1 trillion in market cap and on the verge of a break out. Who am I?
Jan 6
•
Erik
55
25
2
YWR 2025 Performance Review
Let's review our 2025 performance and find good ideas for 2026.
Jan 2
•
Erik
49
16
2
December 2025
YWR: Why it's good to walk in the cemetery.
Most mornings I start the day with a walk in the local cemetery.
Dec 31, 2025
•
Erik
72
17
3
YWR: Global Inflection Points
Let's do something different. Let's find the inflection points. Let's find the trends before they move.
Dec 30, 2025
•
Erik
48
8
1
YWR: It's Vertical Time for Gold!
Why gold goes to $5,500 and beyond.
Dec 26, 2025
•
Erik
18
6
2
24:27
YWR: Killer Charts
47 slides and 5 takeaways for 2026.
Dec 23, 2025
•
Erik
28
5
2
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, 2025
•
Pancras Beekenkamp
17
3
1
YWR: The New-New Pt. 1 of 2.
Stop thinking about 'AI'. Or, think differently.
Dec 19, 2025
•
Erik
41
32
2
YWR 2026 Asset Allocation
Your top 5 ETF's for 2026.
Dec 16, 2025
•
Erik
54
19
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts