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YWR: Time to figure out '26
2025's been good. Now let's figure out next year.
5 mins ago
•
Erik
1
YWR GP: Chain Street Pt. 1
The unappreciated value of DeFi.
Dec 6
•
Etherbridge
24
14
1
YWR: It's Happening...
Why the best part of the cycle is still to come.
Dec 5
•
Erik
53
4
2
YWR: Your Blue Ocean Dashboard
We use AI to score 500 US stocks on innovation and competitive positioning.
Dec 2
•
Erik
39
12
4
November 2025
YWR: Global Factor Model
Time to find bull markets nobody is talking about.
Nov 28
•
Erik
22
1
YWR GP: The Race to $5,000/oz gold by Christmas
Guest post by Jeremy Gray, Chairman, Pilar Gold
Nov 27
•
Erik
19
1
YWR: When a Canary is not a Canary.
Why things aren't falling apart.
Nov 25
•
Erik
39
2
4
YWR: Why it's a China Bull market with Louis Vincent Gave.
Louis Vincent Gave shares why it’s early days for a multi-year China bull market.
Nov 21
•
Erik
39
26
4
52:21
YWR: What if the 'AI Bubble' is a Capex Boom?
AI is a bubble.
Nov 18
•
Erik
31
8
2
YWR: How to make $ from PE Lock-In.
I told you the fun things I learned in Hong Kong. But there was something else.
Nov 14
•
Erik
38
15
2
YWR: Hedge Fund Holdings Analysis
Time to review the data on hedge fund equity holdings.
Nov 11
•
Erik
25
7
2
YWR: The Fed's Big Employment Mistake
The Fed is cutting rates because of weak payrolls.
Nov 7
•
Erik
and
Marvin Barth
24
19
2
38:15
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