Archive - YWR: Your Weekend Reading

YWR: Don’t sell your lifeboat

Take a moment to think about where AI is going next.

Nov 6 • Erik

YWR: AI’s 2 Year Valley of Death

The leases are signed; the shovels are in the ground.

Nov 3 • Erik

44:52

October 2026

YWR: Global Factor Model

We review the top earnings estimate trends for over 10,000 global stocks to see what's moving.

Oct 31 • Erik

YWR: What do we do with LVS?

We are losing money on LVS. What do we do?

Oct 27 • Erik

YWR: SpaceX is CheckMate

Spacex is changing the world. Take a few minutes to understand how.

Oct 25 • Erik

24:54

YWR: Killer Charts

Where do we go from here. Let's review the charts.

Oct 23 • Erik

YWR: The Future is Memory

The center of gravity is shifting to memory. And Korean memory stocks are on sale.

Oct 20 • Erik

YWR: The 3-60 Portfolio

How do I weight all these great investment ideas?

Oct 16 • Erik

YWR: Hormuz 2030

This could be a multi-year problem.

Oct 12 • Erik

YWR: Hitting Capitulation in a Hated Market

Watch now (51 mins) | A best ideas pitch on a hated property market and hated stock market by Fred from Fred’s Corner.

Oct 9 • Erik

50:31

YWR: Why the Pessimism May Be Missing the Bigger Picture

Oct 6 • David Quinn

YWR: Q3 2026 Performance Review

Let's review our year to date performance. Both the good and the bad.

Oct 3 • Erik

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