YWR: Your Weekend Reading

YWR: Your Weekend Reading

YWR: Time to figure out '26

Erik's avatar
Erik
Dec 09, 2025
∙ Paid

It’s that time of year to think deep thoughts and make predictions about the next 12 months.

I’m still working on my views for 2026, but I realised I don’t have a good sense of everyone’s expectations anymore. Maybe you are the same.

Are we still bullish? Is gold overdone? Does anyone like Japan?

Does the S&P do it again? Etc.

So let’s fill out this qui…

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