YWR: Your Weekend Reading
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YWR: Is this the Biggie?
Rampant retail speculation is telling us something. But it's not what you think.
12 hrs ago
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Erik
31
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YWR: Your Weekend Reading
YWR: Is this the Biggie?
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9
YWR: Time for a Garbage Rally (anti- QARV)?
Why low-Quality stocks might be about to outperform, and which sectors are 'low-Quality'
Jul 15
•
Erik
18
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YWR: Your Weekend Reading
YWR: Time for a Garbage Rally (anti- QARV)?
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14
YWR: The Vietnam Set-up
It's time to bet on the Vietnamese.
Jul 11
•
Erik
35
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YWR: Your Weekend Reading
YWR: The Vietnam Set-up
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8
YWR: Who Am I?
I’m the future of AI in the US healthcare industry, but everyone hates me and my shares are down 40%.
Jul 8
•
Erik
41
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YWR: Your Weekend Reading
YWR: Who Am I?
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7
YWR: The Contrarian Bull
David Quinn on why liquidity is strong, tech is booming, and the market is going higher.
Jul 4
•
Erik
36
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YWR: Your Weekend Reading
YWR: The Contrarian Bull
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11
48:14
YWR: Q2 Performance Review
We review the 1H 2025 performance of YWR positions
Jul 1
•
Erik
25
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YWR: Your Weekend Reading
YWR: Q2 Performance Review
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June 2025
YWR: Global Factor Model
Momentum is building in an Untouchable sector.
Jun 27
•
Erik
20
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YWR: Your Weekend Reading
YWR: Global Factor Model
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5
YWR: Killer Charts
More Boom Charts
Jun 24
•
Erik
18
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YWR: Your Weekend Reading
YWR: Killer Charts
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YWR: The Defense of Elysium
The biggest tech stock every hedge fund is missing.
Jun 20
•
Erik
24
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YWR: Your Weekend Reading
YWR: The Defense of Elysium
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20
YWR: Hedge Fund Holdings Analysis
We analyze $2.6 trillion in hedge fund holdings to make sure they don't own our favorite themes.
Jun 17
•
Erik
14
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YWR: Your Weekend Reading
YWR: Hedge Fund Holdings Analysis
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4
YWR: Notes from Montana
A few notes from my Montana trip.
Jun 14
•
Erik
35
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YWR: Your Weekend Reading
YWR: Notes from Montana
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4
YWR: June QARV
We uncover another 'cyclical' sector everyone is under estimating.
Jun 13
•
Erik
21
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YWR: Your Weekend Reading
YWR: June QARV
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