YWR: Your Weekend Reading

YWR: Your Weekend Reading

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YWR: Notes from Montana
A few notes from my Montana trip.
 • 
Erik
3
YWR: June QARV
We uncover another 'cyclical' sector everyone is under estimating.
 • 
Erik
YWR: Learning to love Saipem again.
It could be profitable to take another look at Saipem.
 • 
Erik
3
YWR: S&P $10,000
Why it might be 1999 again.
 • 
Erik
17
$5,000/oz Gold with Jeremy Gray
Gold's next leg higher could be starting.
 • 
Erik
4
17:43

May 2025

YWR: 10 NVIDIA Takeaways.
Why Nvidia makes me uncomfortable.
 • 
Erik
16
YWR: Global Factor Model
Learn why two of the sleepiest sectors, utilities and pipelines, look the best.
 • 
Erik
5
YWR: The 'Death' of Liberal Arts & the 6 C's.
Why Religious Philosophy majors will make the most money.
 • 
Erik
22
YWR: Global Boom Charts
May's Killer Chart Theme: Don't miss the Global Boom.
 • 
Erik
9
YWR: May QARV
The QARV rankings + 3 reasons container shipping ROE's can surprise to the upside
 • 
Erik
7
YWR: The #1 Trade Pt.2: China 'blinks'.
China's 'blink' is bigger and more bullish than anyone realises.
 • 
Erik
15
YWR: Jason's Bull Case for Ethereum
Jason Carpenter from the Etherbridge Fund on Valuing Digital Networks, Monetary Premium and the Bull Case for Ethereum
 • 
Erik
47:57
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