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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
15
4
50:31
YWR: Why the Pessimism May Be Missing the Bigger Picture
#S&P$10000
Oct 6
•
David Quinn
32
9
YWR: Q3 2026 Performance Review
Let's review our year to date performance. Both the good and the bad.
Oct 3
•
Erik
30
12
1
September 2026
YWR: Global Factor Model
Hyperscaler capex is spreading across the world.
Sep 29
•
Erik
37
8
YWR: Killer Charts
Why the next move in equities is likely higher.
Sep 26
•
Erik
47
5
2
YWR: An Elysium Trade on Sale
A play on the K-shaped economy at 7x earnings.
Sep 22
•
Erik
47
11
3
YWR GP: Shipping Bull Case Slides
Slides and notes from the YWR shipping Zoom call.
Sep 20
•
Erik
5
3
YWR: Asset Management as a Service (the YWR MCP)
Traders have a new financial advisor.
Sep 19
•
Erik
27
19
1
YWR: Shipping Conference Notes
Why all the ‘uncertainty’ made me bullish.
Sep 15
•
Erik
51
11
YWR: 10 Nvidia GTC Takeaways
The sky is not falling. At least not on Nvidia.
Sep 12
•
Erik
42
7
1
YWR: How to get a free lunch.
Why stocks outperform bonds.
Sep 8
•
Erik
40
4
2
YWR: The Q4 Gold Rally.
The set up for a Q4 gold rally and positive Pilar mining update with Jeremy Gray
Sep 4
•
Erik
14
4
30:06
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