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Let’s buy chickens
The American Consumer Can’t Prop up the Economy Anymore, What’s Next for Collectable Shareholders. The Global Collapse No One Is Talking About, and More.
Stagflation: Tipping Point or Tempest in a Teapot
GDP grew at its slowest rate since Q2 2022, Homes had a median of 50 days on the market, Xaira Therapeutics unveiled $1 billion in funding, Goldman hired two bankers from JPMorgan, and More.
Inverse Cramer Weekly Update — Apr 29
Yeah it has ups and downs. That’s why if you want an insurance business, I’m gonna say Progressive. I think Progressive is better -On Travelers ($TRV)
Agricultural commodities: Why cocoa spiked, and what’s next.
The sudden surge in prices of cocoa and coffee took the market by surprise. But why did it happen? Are other commodities primed to pop?
China invades Mexico
Hollywood Embraces AI Cloning for A-List Talent, The Billion-Dollar Crustless Sandwich Empire, Chinese Manufacturers Flock to Mexico, and More.
A three-part framework for investing in prefab housing startups
Prefabricated housing can address the construction industry’s supply challenges. But prefab startups aren’t created equal. Here’s a 3-part framework for evaluating their effectiveness.
Let’s Nuke AI
The AI nuclear option, Chess makes me a better investor, Introducing Books from the WC, and More.
Inverse Cramer Weekly Update — Apr 21
I like Uber here. I think Uber is well below. It’s high. I think you buy some now, and you buy some a little bit lower, and that’ll do it -On Uber ($UBER)
The Bourbon market is getting a bit tipsy
Wells Fargo upgraded US economy outlook, Denver ranked hottest housing market, Ramp raised another $150 million, Global PE exit value sank, and More.
Is America at peak vending machine?
For years, influencers have been singing the praises of vending machines. But it turns out America’s market is saturated, and those claims are probably overstated.
The $13 million crowdfunding scam
The American Car Insurance Crisis, Goldman Sachs Bets Big on Luxury and Beauty, California’s Shrinking Share of the US Tech Industry, and More.
Nomad Capitalism: How to embrace global citizenship
Nomad Capitalist is a company offering what I’d call “high-end nomad lifestyle consulting.”
