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YWR: What if the 'AI Bubble' is a Capex Boom?
AI is a bubble.
Nov 18, 2025
•
Erik
31
12
2
YWR: Global Factor Model
You know what’s cool about this bull market? There are so many different ways to make money. We review the global estimate data to see what's working.
Oct 28, 2025
•
Erik
39
2
YWR: Global Factor Model
Are you ready for the new, new? The trends nobody is talking about? Let's go over the factor model data.
Sep 26, 2025
•
Erik
38
7
2
YWR: Global Factor Model
We analyze the data and find a hated sector where estimates are rising, and the secret growth driver for European telcos.
Jul 29, 2025
•
Erik
19
5
1
YWR: Global Factor Model
Momentum is building in an Untouchable sector.
Jun 27, 2025
•
Erik
21
5
4
YWR: A Factor Model Mystery!
What's behind the sudden rise in pharma earnings?
Apr 29, 2025
•
Erik
37
20
1
YWR: Global Factor Model
Can I show you something beautiful?
Feb 28, 2025
•
Erik
28
4
2
YWR: Global Factor Model
Estimate trends nobody is talking about. Like Eggs.
Jan 28, 2025
•
Erik
16
2
1
YWR Factor Model
Our monthly analysis of over 3,000 global stocks highlights two EM countries which could have a good 2025, as well as one in Europe (well kind of…
Dec 27, 2024
•
Erik
29
6
1
YWR: Global Factor Model
The Factor model scoured the world and came up with its favorite stocks.
Nov 26, 2024
•
Erik
20
2
1
YWR: Global Factor Model
Estimate revision leadership is changing...and you probably aren't positioned for it.
Oct 29, 2024
•
Erik
18
1
YWR: Global Factor Model
China and Shipping are the two top ranked sectors in the world. Unfortunately, nobody owns either.
Sep 28, 2024
•
Erik
26
11
3
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