https://www.ywr.world/p/ywr-nambutu-2030/comments
Comments - YWR: Nambutu 2030 - by Erik
Oct 21, 2023 - We write to the President of Nambutu and advise him how Nambutu can be the new Silicon Valley.
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https://www.ywr.world/p/ywr-gp-a-us-employment-mystery/comments
Comments - YWR GP: A US Employment Mystery.
Oct 4, 2025 - What the Economists and the Fed are missing.
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https://www.ywr.world/p/ywr-cbks-cashflow-pile-up/comments
Comments - YWR: CBK's Cashflow Pile Up. - by Erik
Oct 21, 2023 - Tired of talking about asset allocation? Here's a stock idea. But it's not for everyone. It requires doing nothing.
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https://www.ywr.world/p/ywr-pevc-q2-activity-update
YWR: PE/VC Q2 Deal Activity Update - by Erik
Jul 7, 2024 - We review data on the top PE/VC deals in Q2. The RAD investing theme continues.
ywrdealactivityupdateerik
https://www.ywr.world/p/ywr-portfolio-earnings-review?open=false
YWR: Dirty Dividend stock thoughts - by Erik
Aug 7, 2026 - Updated thoughts on the results from some of our holdings (Unicredit, Santander, Barclays, Glencore, BP).
ywrdirtydividendstockthoughts
https://www.ywr.world/p/ywr-the-crash-fund
YWR: The Crash Fund - by Erik - YWR: Your Weekend Reading
Feb 14, 2023 - Discover the long lost art of investing in crashes. Comes complete with 5 ready made crashes.
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https://www.ywr.world/p/ywr-when-a-canary-is-not-a-canary
YWR: When a Canary is not a Canary. - by Erik
Nov 25, 2025 - Why things aren't falling apart.
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https://www.ywr.world/p/ywr-killer-charts-0e4
YWR: Killer Charts - by Erik - YWR: Your Weekend Reading
Jan 16, 2024 - We review where investor positioning is crowded and where it isn't, as well as 10 surprising renewables charts for 2024.
ywrkillerchartserikweekend
https://www.ywr.world/p/ywr-men-wanted-for-hazardous-journey/comments
Comments - YWR: Men wanted for hazardous journey...
Feb 14, 2023 - There was a lesser covered news item this week which caught my attention and got me thinking about something I hadn’t thought about for a while. The story of...
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