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YWR: Quantum Horse Girls
I learn about a disruptive new financial trend from the girls at the horse stable.
Sep 13
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Erik
34
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YWR: Quantum Horse Girls
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YWR: Put down the AUM Incineration Shovel
Why private market returns aren't going to get better.
Sep 10
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Erik
33
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YWR: Put down the AUM Incineration Shovel
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8
YWR: Go time for EM
Why the Fed move is unprecedented and why it's nitrous for EM.
Sep 7
•
Erik
44
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YWR: Go time for EM
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9
YWR: Short Squeezers in the Cruise Industry
We combine short interest data with estimate momentum and find an interesting setup in the cruise ship stocks.
Sep 3
•
Erik
23
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YWR: Short Squeezers in the Cruise Industry
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August 2024
YWR: China Cash Dragons 1H 2024 Earnings Review
Enough with the China macro shmacro. Let's go over the 1H Cash Dragon earnings, which seem to be at an inflection point.
Aug 30
•
Erik
19
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YWR: China Cash Dragons 1H 2024 Earnings Review
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YWR: Global Factor Model
We review the YWR Factor Data and discover the 2 strongest global trends nobody wants to own. We also learn the dirty secret why shipbuilding is doing…
Aug 27
•
Erik
28
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YWR: Global Factor Model
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YWR: Killer Charts
We go over 10 stand out charts from this month's slide deck, including the market's 2 most consensus macro expectations, and two hated asset classes…
Aug 23
•
Erik
32
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YWR: Killer Charts
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YWR: Hedge Fund Holdings Analysis
We analyze the top holdings at 332 hedge funds and find a secret indicator which suggests NASDAQ will continue to outperform.
Aug 20
•
Erik
21
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YWR: Hedge Fund Holdings Analysis
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YWR: Aegis is SkyNet
The significance of April 13th and why it's bullish.
Aug 16
•
Erik
33
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YWR: Aegis is SkyNet
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YWR: The Future of Power with Total's Patrick Pouyanne
We meet for coffee and Patrick tells me the secret of how to make money in the energy business.
Aug 13
•
Erik
23
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YWR: The Future of Power with Total's Patrick Pouyanne
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YWR: The Market Gods will hate me for this...
Why markets are going higher and volatility will be structurally lower.
Aug 9
•
Erik
35
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YWR: The Market Gods will hate me for this...
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YWR: The Unintended Upside in Rubber
We sat down with our favorite commodity analyst, Steven Schlegal at Alethia Capital, to discuss the multi-year bull market in rubber about to unfold as…
Aug 6
•
Erik
23
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YWR: The Unintended Upside in Rubber
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