Latest Issues
YWR: USA All The Time (USAATT)
In the future will international markets even matter?
I’m going to say something terrible.
YWR: Friday Money Maker(s)
The market may have given us a gift.
The market may have given us a gift.
YWR: S&P $10,000 Update
Have some imagination.
Most investors lack imagination.
YWR: 3 (Non-AI) Trillion $ Trends.
“How many years do I have left in the memory bubble?”
“Should I shift my exposure more to inference?”
“Am I underestimating the demand for Neoclouds?”
“Is it too late to buy optical connectors?”
And on and on….
AI, AI, AI. It’s all any...
YWR: Hedge Fund Holdings Analysis
It's all one trade.
It looks crowded. Semis and memory.
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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.
A Ph.D. economist, strategist and portfolio manager with experience at major global banks, asset managers, & across the policy spectrum, including the Federal Reserve Board, the U.S. Treasury Department, & the Bank for International Settlements.
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