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: The UK Dogs Fund
A great investment opportunity right in front of us.
Feb 10
•
Erik
45
21
3
YWR GP: Chain Street (Part 3) - Open vs Closed
Born too late to explore and conquer new lands and too early to explore space, I guess I will have to settle for playing a small role fixing the…
Feb 8
•
Jason
17
3
YWR: Untouchable #9
A new Untouchable…a dinosaur so hated it's hard to imagine there's upside. But there is.
Feb 6
•
Erik
36
6
2
YWR: Hedge Fund Holdings Analysis
Are hedge funds in the gold trade? Or not? We analyse the top 20 positions for over 443 funds to find out.
Feb 3
•
Erik
43
15
3
January 2026
YWR: The (Scary) implications of Clawdbot.
AI just got away from us. How we make money and where we go from here
Jan 30
•
Erik
77
34
7
YWR: Global Factor Model
We stick with gold and Korea, but find 2 new trends nobody is talking about.
Jan 27
•
Erik
50
4
YWR GP: The Terminal is an iPod.
Why financial information providers need to eat their children
Jan 25
•
Pancras Beekenkamp
20
2
4
YWR: $7,000/oz with Jeremy Gray
Is this the parabolic move we’ve been waiting for?
Jan 23
•
Erik
18
2
16:35
YWR:The Return of Matter
Why China's lock on mid-stream metals processing will determine the future of manufacturing and capitalism as we know it.
Jan 23
•
Erik
30
18
3
46:56
YWR GP: The breaking of global norms is good for asset prices.
Short and Punchy market comment from David Quinn.
Jan 21
•
David Quinn
23
3
YWR: Killer Boom Charts
A global boom is unfolding.
Jan 20
•
Erik
35
17
1
YWR GP: Chain Street Pt.2
Crypto technology grows up.
Jan 18
•
Jason
11
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
