Latest Issues
YWR: AI’s 2 Year Valley of Death
The leases are signed; the shovels are in the ground.
The leases are signed; the shovels are in the ground.
YWR: Global Factor Model
We review the top earnings estimate trends for over 10,000 global stocks to see what's moving.
I know it’s been a hectic week.
YWR: What do we do with LVS?
We are losing money on LVS. What do we do?
Let’s review why we are down in Las Vegas Sands.
YWR: SpaceX is CheckMate
Spacex is the most important company in the world.
‘is’, not ‘probably is’.
Many investors dismiss it as an overpriced hype stock.
Good for them. Don't make the same mistake.
Whether you own it or not, you need to be aware of what they...
YWR: Killer Charts
Where do we go from here. Let's review the charts.
It’s been a tough week in the markets.
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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.
25 years plus of professional financial services experience.
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