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YWR: 3 (Non-AI) Trillion $ Trends.
Let's find some new Trillion $ trends nobody is positioned for.
19 hrs ago
•
Erik
34
3
1
YWR: Hedge Fund Holdings Analysis
It's all one trade.
Jun 9
•
Erik
44
4
1
The Nairobi Solution: Ch.10
Erik returns to Nairobi with his own plan for the future of Turkana Trust.
Jun 7
•
Erik
33
7
1
What Warsh means for Markets with Marvin Barth
A recording from Erik's live video
Jun 5
•
Erik
and
Marvin Barth
25
1:07:42
YWR: Hang Seng on the Launchpad
Skate to wear the puck is going to be.
Jun 2
•
Erik
54
3
May 2026
The Nairobi Solution: Ch.9
Erik returns to London to sell Turkana Trust.
May 31
•
Erik
26
6
YWR: Global Factor Model
There is a new world changing trend, but nobody wants to own it. We screen 9,000 companies for the top global estimate trends and best ranked companies.
May 29
•
Erik
46
2
1
YWR: 10 Reasons we go higher.
It's scary to add here, but maybe I should.
May 26
•
Erik
49
2
4
The Nairobi Solution: Ch.8
Erik takes a road trip to see the rail construction.
May 24
•
Erik
34
2
1
YWR: Why 10yrs go to 6%
Three reasons 10yr yields can move to 6%.
May 22
•
Erik
54
36
3
YWR: 10 Bull Points for Software
10 reasons the consensus on software stocks might be wrong.
May 19
•
Erik
45
26
2
The Nairobi Solution: Ch.7
Turkana Trust faces regulatory review and Erik meets his competition.
May 17
•
Erik
34
1
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