Archive - YWR: Your Weekend Reading

YWR: Why is Home Depot up so much? Because the consumer is fine and Powell is going cut rates. Thoughts on healthcare also included.

Latest from daquinn@targetedequityconsulting.com

15 hrs ago •

and

YWR: Who am I Industry?

Nobody likes me or owns me. But they should.

22 hrs ago •

YWR: 10 Secrets to Stock Investing

Tips to avoid train smashes and get rich slowly.

Aug 15 •

YWR: Bad News, Good News in the European Banks Trade

Time for Stage 2 of the European Banks trade.

Aug 12 •

YWR: The New Empire Pt 2.

Anchorage and going 11 bullish.

Aug 10 •

YWR: Hedge Fund Holdings Analysis

We analyse $3 trillion in hedge fund positions and discover a radical new theme.

Aug 8

YWR: Would you be interested in Nvidia on 7x?

SK Hynix is a gem. Let's understand HBM and why it changes everything.

Aug 5 •

Your free AI-Report Credits

A token of gratitude for your YWR support!

Aug 3 •

YWR: How to Hedge the Chaos

Is this early WW3? If so, what do we do? Podcast with Marvin Barth from Thematic Markets

Aug 1 •

and

58:07

July 2025

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