YWR: Your Weekend Reading

Erik Renander
Differentiated views on financial markets and life. Goes well with a glass of wine on Friday night.
Created 27 Jun 2021
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  • YWR Video: Take this job and ....
    02 Oct 2021 • < 1 min read
    Important Disclosure: These are personal views not investment recommendations!! This week it was hard to not take a look into the logistical problems we are experiencing, especially with the UK runnin...
  • YWR: Africa's 5 game changing logistics corridors.
    24 Sep 2021 • 12 min read
    Africa is big. It’s bigger than you think. It’s 30 million square kilometers; 3x the size of the United States. Or put another way China, India, the lower 48 states of the US and Europe would all fit ...
  • YWR Video: Untouchables Part 2
    18 Sep 2021 • < 1 min read
    Disclosure: These are personal views, NOT investment recommendations! Last week we learned to love European Banks. This week we continue the theme of untouchable sectors and look at the bull case for ...
  • YWR: How I learned to love European Banks.
    10 Sep 2021 • 5 min read
    Disclosure: Strictly personal views!! This is not an investment recommendation. If you ask a European PM why they don’t like banking stocks they will say profitability has been hurt by low rates and t...
  • YWR: Burry vs. Wood and the Holy Cow.
    03 Sep 2021 • 14 min read • 0 2
    Disclosure: These are strictly personal views, not investment advice I finally got around to the Tesla AI day presentation and I’m glad I did. As Elon said “What we want to show today is that Tesla is...
  • YWR: The Fed and the Stag Hunt
    27 Aug 2021 • 10 min read • 1 0
    Disclosure: These are strictly personal views. Not investment recommendations My paper went well (I think). I know you are wondering. While writing it though, it made me think game theory is a good wa...
  • YWR: Did someone say "Uninvestable"?
    20 Aug 2021 • 7 min read • 2 2
    Disclosure: These are strictly personal views, not professional investment recommendations. One of my favorite money-making signals is when prominent fund managers and sell side analysts declare somet...
  • YWR: The 'Secret to Success', Gandhi and Kurt's 'Move of the Week'.
    13 Aug 2021 • 13 min read • 1 0
    Disclosure: These are personal views, not investment recommendations! Week are going on a bit of a journey this week, but bear with me. The ‘Secret to Success’. Meeting Ifeanyi in Lagos On my last tri...
  • YWR: Three markets with 100% upside
    06 Aug 2021 • 7 min read
    Disclosure: These are strictly personal views, not investment recommendations! Everyone is talking about stock market bubbles, but what if we are going a lot higher and equity markets are still not pr...
  • YWR: Where in the world is Ouagadougou?
    30 Jul 2021 • 10 min read
    Disclosure: These are strictly personal views, not investment recommendations. Where in the world is Ouagadougou? It’s the capital of Burkina Faso and the 14th fastest growing city in the world as it ...
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