YWR: Your Weekend Reading
Subscribe
Sign in
Home
Global Factor Model
Data & Models
Presentations & Reports
Other cool things
CEO Master Class
Archive
Leaderboard
About
Page not found
New
Top
Discussion
YWR: Global Factor Model
We review the top ranked stocks in the world and are surprised to see an old friend. His presence on the Top 40 alerts us to a whole sector nobody owns…
Mar 26
•
Erik
17
Share this post
YWR: Global Factor Model
www.ywr.world
Copy link
Facebook
Email
Note
Other
4
YWR: Bad is Good
1790's France and the Assignats. Another example of when things are terrible, it can be great for the market.
Mar 23
•
Erik
39
Share this post
YWR: Bad is Good
www.ywr.world
Copy link
Facebook
Email
Note
Other
4
YWR: We need to talk about Barclays.
A boring UK bank with 70% upside.
Mar 19
•
Erik
19
Share this post
YWR: We need to talk about Barclays.
www.ywr.world
Copy link
Facebook
Email
Note
Other
YWR: Late night at Imperial
An embarrassing Dad goes to Imperial to talk to graduate students about AI innovations, and comes back with a stock idea.
Mar 15
•
Erik
20
Share this post
YWR: Late night at Imperial
www.ywr.world
Copy link
Facebook
Email
Note
Other
YWR: The Epic buy opportunity for Gold and Gold Miners
Last week the most important monetary asset in the world started a new Bull Cycle... but nobody is paying attention or they don't believe it. Six…
Mar 12
•
Erik
28
Share this post
YWR: The Epic buy opportunity for Gold and Gold Miners
www.ywr.world
Copy link
Facebook
Email
Note
Other
10
YWR: The World According to Glencore
A special 1-1 with our favorite mining CEO to hear the trends he is seeing and how to make money.
Mar 8
•
Erik
20
Share this post
YWR: The World According to Glencore
www.ywr.world
Copy link
Facebook
Email
Note
Other
10
YWR: How Consensus is your Hedge Fund?
Wouldn't you like to know what the smartest investors own? Every month we analyse the top holdings at 325 global hedge funds.
Mar 7
•
Erik
19
Share this post
YWR: How Consensus is your Hedge Fund?
www.ywr.world
Copy link
Facebook
Email
Note
Other
5
YWR: Don't be a Muppet
There are cycles to everything. Give tech and semis a break. It's time to buy something else. 6 reasons why the rest of the world starts to work.
Mar 5
•
Erik
16
Share this post
YWR: Don't be a Muppet
www.ywr.world
Copy link
Facebook
Email
Note
Other
1
YWR: Who am I?
I am a US company who just sold all my US assets for $6.3 billion because I see something much bigger and better. Who am I?
Mar 2
•
Erik
22
Share this post
YWR: Who am I?
www.ywr.world
Copy link
Facebook
Email
Note
Other
4
February 2024
YWR: Global Factor Model
We review the Top ranked stocks in the world and speak to a trader for some secret info on a super cheap stock his fund is buying.
Feb 27
•
Erik
14
Share this post
YWR: Global Factor Model
www.ywr.world
Copy link
Facebook
Email
Note
Other
YWR: Peak Multi-Strat
My top 10 hedge fund takeaways after analysing all the data (with 60 slide hedge fund chart book).
Feb 23
•
Erik
16
Share this post
YWR: Peak Multi-Strat
www.ywr.world
Copy link
Facebook
Email
Note
Other
3
YWR: Killer Charts
Today’s agenda: Sentiment, S&P Earnings, Crypto, UK Property, and Growth Utilities. And quick trivia question. In which state is Data Center Alley?
Feb 20
•
Erik
16
Share this post
YWR: Killer Charts
www.ywr.world
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts