Latest Issues
YWR: New Stevie Features
What are we doing here at YWR?
#1 We invest sensibly with low turnover to compound our portfolios.
#2 We think differently, which helps goal #1.
#3 We have fun.
#4 We build innovative investment tools to help goals #1 and 2.
This four...
YWR: Dirty Dividend stock thoughts
Updated thoughts on the results from some of our holdings (Unicredit, Santander, Barclays, Glencore, BP).
Sometimes you fish.
YWR: PEVC Q2 2026 Deal Tracker
We review 2,700 PE/VC investment rounds to see where private markets are (and aren't) allocated their capital in Q2.
Every quarter we check the PE and Venture Capital deal flow to see where they are (and aren’t) allocating capital. It’s go...
YWR GP: Chinese Family Office Notes
Bullet points from meeting with a family office in Shanghai.
I met with a Chinese family office while in Shanghai.
YWR: The Secret Hedgehog
It was a busy week. Korean retail traders getting margin called en masse, the Fed’s non-hike, and then Leopold getting scalped by Citadel. Epic.
So you might have missed a certain headline on Monday.
YWR: Your Weekend Reading is a reader-...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for YWR: Your Weekend Reading.
| Subscribers | Engagement | 81 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Where YWR: Your Weekend Reading ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 12 | Monthly Search Traffic | Top Keywords |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #152 |
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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