YWR posts
YWR posts
YWR avatar

YWR

Stock
Macro
Long Term

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.

74Posts
21Comments
0%Best ROI
joined

Joined on 15th April 2026

•
location

London

YWR: The Future is Memory

Oct 20

Disclaimer: this is not financial advice!

10 min read
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YWR: The Future is Memory

YWR: The 3-60 Portfolio

Oct 16

All day you are flooded with stock ideas and themes.

13 min read
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YWR: The 3-60 Portfolio

YWR: Hormuz 2030

Oct 12

In a land of investors with no view.

24 min read
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YWR: Hormuz 2030

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YWR: Why the Pessimism May Be Missing the Bigger Picture

Oct 6

Another guest post from ‘Tell it like it is’

8 min read
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YWR: Why the Pessimism May Be Missing the Bigger Picture

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YWR: An Elysium Trade on Sale

Sep 22

We are all worried about Dubai crashing right now.

14 min read
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YWR: An Elysium Trade on Sale

YWR: Asset Management as a Service (the YWR MCP)

Sep 19

Things are moving so quickly with AI.

9 min read
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YWR: Asset Management as a Service (the YWR MCP)

YWR: Shipping Conference Notes

Sep 15

There’s always something to do in London.

18 min read
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YWR: Shipping Conference Notes

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YWR 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.

2 min read
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YWR Symposium: The New Fed

YWR: A stock idea from God

Sep 1

I didn’t want to go to my mom’s boring Church event.

11 min read
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YWR: A stock idea from God

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YWR: 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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YWR: How AI will learn morality

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