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Discussions
YWR: China is getting cooler. Trip takeaways.
My big investment takeaway? China is cooler than I expected.
18 hrs ago
•
Erik
43
8
2
YWR: Shanghai Crash Fund
I have a crazy idea. Shanghai property at 10cts on the $.
Jul 10
•
Erik
40
15
1
YWR: Q2 2026 Performance Review
The quarterly review whether our ideas are making money, because talk is cheap.
Jul 7
•
Erik
35
14
1
YWR: $7,000 Gold & $500,000 Tungsten with Jeremy Gray
Why the gold bull market isn't over, and the metal so hot you can't even buy it.
Jul 3
•
Erik
12
41:22
June 2026
YWR: Project Zimbabwe Update
A chart review of our top YWR themes.
Jun 30
•
Erik
35
5
1
YWR: Global Factor Model
Let's find a new SK Hynix set-up.
Jun 27
•
Erik
39
14
2
YWR: Global Factor Model
Let's use the data to find a new SK Hynix set-up. Like SK Hynix in 2024.
Jun 27
•
Erik
4
4
1
YWR: USA All The Time (USAATT)
In the future will international markets even matter?
Jun 23
•
Erik
34
14
2
YWR: Friday Money Maker(s)
The market may have given us a gift.
Jun 19
•
Erik
41
22
1
YWR: S&P $10,000 Update
Have some imagination.
Jun 16
•
Erik
15
5
1
YWR: 3 (Non-AI) Trillion $ Trends.
Let's find some new Trillion $ trends nobody is positioned for.
Jun 12
•
Erik
49
16
1
YWR: Hedge Fund Holdings Analysis
It's all one trade.
Jun 9
•
Erik
45
4
1
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