Latest Issues
YWR Symposium: The New Fed
A review of Warsh style policy, what he’s trying to do, but can’t really say, and why (in my view) the stock market can still go higher.
Our own YWR economic symposium from Montana.
Like Jackson Hole but better!
Get more from Erik in th...
YWR: A stock idea from God
I find a great stock idea at church.
I didn’t want to go to my mom’s boring Church event.
YWR: Global Factor Model
Cognitive Dissonance is the theme of the month.
Cognitive Dissonance is the theme of the month.
YWR: The Next Big Theme
I have a candidate for the next big theme.
I have a candidate for the next big theme.
YWR: How AI will learn morality
What are the AI’s going to do when they gain super intelligence and super power?
That’s the fear.
But what if greater intelligence goes hand in hand with morality?
What if morality is the structure of intelligence?
What if with super...
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Authors
The writers behind this newsletter.
Former Hedge Fund PM. Economics, stock market and financial structure nerd. Weekend MTB'er and wanna be Freeride skier.
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