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YWR: The Elysium Analog
A 2013 sci-fi movie explains continued dollar strength, EM weakness, the rise of Dubai, and other mega trends for the future.
 • 
Erik
18
YWR: Killer Charts
Time to review charts on sentiment, positioning, the AI Super Cycle, and how it could go horribly wrong.
 • 
Erik
YWR: Tesla @ $550/share
No way I'm looking back in 2033 and saying 'I missed it'.  Let's do the numbers.
 • 
Erik
2
YWR: Hedge Fund Positioning Review
We review all the top hedge fund holdings, but also get confirmation on 1 of our Dirty Div ideas from a leading hedge fund not afraid to do something…
 • 
Erik
YWR: The Magic of John Burbank
It's going to be hard, but let's try to be 10% more like John Burbank.
 • 
Erik
7
YWR: The Bull Market in US Gas.
If you missed out on the lastest VC opportunity in AI here is another way to play the trend.
 • 
Erik
38
YWR: PE/VC Q2 Activity Update
We review data on the top PE/VC deals in Q2. The RAD investing theme continues.
 • 
Erik
3
YWR: Anatomy of a Private Equity Train Smash
Why avoiding Private Equity and Venture Capital will be the most important asset allocation decision of the next 10 years.
 • 
Erik
8
YWR: 1H Performance Review
Time to crack a cold one and review how we are doing this year.  We review the performance of Dirty Dividends and the Cash Dragons.
 • 
Erik
15

June 2024

YWR Intelligence
Our own money making AI trained in the ways of YWR.
 • 
Erik
10
YWR: Global Factor Model
It's are monthly review of the YWR data and trends nobody is talking about.
 • 
Erik
7
YWR: Killer Charts
Time for the top charts on investor sentiment, positioning and asset allocation.
 • 
Erik
5
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