YWR: Your Weekend ReadingYWR: Hitting Capitulation in a Hated Market 0:00Current time: 0:00 / Total time: -50:31-50:31Paid episodeThe full episode is only available to paid subscribers of YWR: Your Weekend ReadingSubscribe to listenYWR: Hitting Capitulation in a Hated Market ErikOct 09, 2026∙ Paid5ShareA best ideas pitch on the most hated property market and the most hated stock market by Fred from Fred’s Corner.I hope he’s right. I doubled down this year.A copy of Fred’s slides are below.Continue reading this post for free, courtesy of Erik.Claim my free postOr purchase a paid subscription.YWR: Your Weekend ReadingImprove your investing returns by thinking differently.Improve your investing returns by thinking differently.SubscribeListen onSubstack AppRSS FeedAppears in episodeErikRecent EpisodesYWR: The Q4 Gold Rally.Sep 4 • ErikYWR Symposium: The New FedSep 2 • ErikYWR: How AI will learn moralityAug 23 • ErikYWR: $7,000 Gold & $500,000 Tungsten with Jeremy GrayJul 3 • ErikWhat Warsh means for Markets with Marvin BarthJun 5 • Erik and Marvin BarthYWR: Gold+Tungsten Update with Jeremy GrayMar 21 • ErikYWR GP: Trading Bot TipsMar 13 • Erik and Brad Jelinek