YWR
Let's invest and build wealth together. We will find good investment ideas, plus develop good habits. Hopefully, my experience as a global portfolio manager will help us keep the car on the road. We will also think differently than the others, which will improve our results. We will also use lots of global data to find new trends. Let's get going.
YWR: The Future is Memory
Oct 20
Disclaimer: this is not financial advice!

YWR: The 3-60 Portfolio
Oct 16
All day you are flooded with stock ideas and themes.

YWR: Hormuz 2030
Oct 12
In a land of investors with no view.

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Sign upYWR: Why the Pessimism May Be Missing the Bigger Picture
Oct 6
Another guest post from ‘Tell it like it is’

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Sign upYWR: An Elysium Trade on Sale
Sep 22
We are all worried about Dubai crashing right now.

YWR: Asset Management as a Service (the YWR MCP)
Sep 19
Things are moving so quickly with AI.

YWR: Shipping Conference Notes
Sep 15
There’s always something to do in London.

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Sign upYWR Symposium: The New Fed
Sep 2
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.

YWR: A stock idea from God
Sep 1
I didn’t want to go to my mom’s boring Church event.

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Sign upYWR: How AI will learn morality
Aug 23
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? Wh...

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