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: Global Factor Model
We review the data and find two new positive earnings trends nobody is talking about.
Mar 27
•
Erik
40
1
YWR: Killer Charts
Look past the Iran War and see the Boom unfolding.
Mar 24
•
Erik
50
3
YWR: Gold+Tungsten Update with Jeremy Gray
Is it still a bull market for gold?
Mar 21
•
Erik
12
1
14:36
YWR: QARV Nvidia
Nvidia's surprisingly low valuation makes it a good time to review Jensen's latest GTC keynote presentation
Mar 20
•
Erik
34
3
1
YWR: 4 reasons we make new highs.
Why the next move in the S&P 500 could be to the upside.
Mar 17
•
Erik
58
18
2
YWR GP: AI's Compounding Divide
The acceleration of those who reorganise around intelligence, the deepening cost of those who don't, and what Schumpeter would make of a gale which does…
Mar 15
•
Pancras Beekenkamp
20
2
YWR GP: Trading Bot Tips
Tips for building your AI Trading Bot with Wisconsin Brad.
Mar 13
•
Erik
and
Brad Jelinek
5
1
30:14
YWR: 20 Portfolio Management Tips
We spend too much time chasing stock ideas and not enough on portfolio management.
Mar 10
•
Erik
54
2
1
YWR: The New Empire Pt. 3
A positive outcome in Iran supercharges the bull market in China and Emerging Markets.
Mar 6
•
Erik
48
33
1
YWR: Tuesday Money Maker
I’m buying some Frontline here.
Mar 3
•
Erik
35
5
1
YWR GP: The Mispriced Moat
The market is over discounting software disruption, under estimating datacenter disruption, and still missing the new moat in a world where everyone has…
Mar 1
•
Pancras Beekenkamp
25
6
1
February 2026
YWR: Global Factor Model
We review the global earnings data and find two new bull markets nobody is talking about.
Feb 27
•
Erik
42
25
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
