Latest Issues
YWR GP: The Networked Pension Fund
Guest post by the Deputy CIO of a large pension fund.
The most important question for pension funds is changing.
For decades, the question was: Where should we allocate capital?
The answer was usually expressed through a strategi...
YWR: China is getting cooler. Trip takeaways.
Rooftop techno party on the Bund, Shanghai
There is a saying in San Francisco real estate to always follow the artists. The artists establish the new cool neighbourhoods, then the yuppie tech bros come in afterwards and drive up the prices...
YWR: Shanghai Crash Fund
I have a crazy idea. Shanghai property at 10cts on the $.
Do you remember the CLSA China Conferences back in the day?
YWR: Q2 2026 Performance Review
Disclosure: These are not investment recommendations!
I always say YWR readers are some of the smartest investors in the world. I see it from the comments at the end of the posts, the chat dialogue, and coffee meet-ups.
Now we have some d...
YWR: $7,000 Gold & $500,000 Tungsten with Jeremy Gray
A much needed update with gold mining CEO Jeremy Gray
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$7,000 gold by December 2026.
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The metal which cannot be bought. $500,000/ton Tungsten.
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Jeremy’s worst day.
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The strong demand for Pure Tungsten. Click here for more in...
Key Facts
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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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