Macro · International newsletter

YWR: Your Weekend Reading: review of price, cadence & strategy

A weekend thought piece on global investment ideas, plus a monthly 3,000-stock factor model.

YWR sends a weekend thought piece covering global investment ideas, themes and economic trends. Paid members also get a monthly global quantitative ranking of 3,000 stocks, a monthly chart pack, hedge fund positioning data and the author's portfolio. Prices are the publication's current Substack plans.

Want to see what you get before paying? Read recent issues in the official archive.

Facts checked on 2026-10-17 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.

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