Archive - YWR: Your Weekend Reading

YWR: The Contrarian Bull

David Quinn on why liquidity is strong, tech is booming, and the market is going higher.

Jul 4 •

48:14

YWR: Q2 Performance Review

We review the 1H 2025 performance of YWR positions

Jul 1 •

June 2025

YWR: Global Factor Model

Momentum is building in an Untouchable sector.

Jun 27 •

YWR: Killer Charts

More Boom Charts

Jun 24 •

YWR: The Defense of Elysium

The biggest tech stock every hedge fund is missing.

Jun 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 •

YWR: Notes from Montana

A few notes from my Montana trip.

Jun 14 •

We uncover another 'cyclical' sector everyone is under estimating.

Jun 13 •

YWR: Learning to love Saipem again.

It could be profitable to take another look at Saipem.

Jun 10 •

YWR: S&P $10,000

Why it might be 1999 again.

Jun 6 •

$5,000/oz Gold with Jeremy Gray

Gold's next leg higher could be starting.

Jun 3 •

17:43

May 2025

YWR: 10 NVIDIA Takeaways.

Why Nvidia makes me uncomfortable.

May 30 •

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