Author: Wyatt Cavalier

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Wyatt Cavalier
With a background in finance & intelligence analysis, Wyatt has an unhealthy obsession with finding the best blue chip investment opportunities. His previous newsletter, Fractional, resonated deeply with subscribers, bringing actionable insights and unconventional trading strategies. His rare book collection specializes in banned editions. He currently lives in Spain with his beautiful wife, three young boys, and dog Monty.
bunker
The WC

Let’s buy a bunker

Bourbon’s got a hangover, The weather is f*cking with your real estate, Book Recommendation, and More.

Alts Cafe

Christie’s ​sales sunk 6%

The US added ​256,000 jobs​ in December, San Francisco home prices ​fell 10.87%, Anthropic ​raised $2 billion​ at a $60 billion valuation, and More.

The WC

Let’s take it easy

Over the holidays, we dug into the ​best​ and ​worst​ alternative investments of 2024. And soon (I promise), you’ll get my look ahead to 2025.

Alts Cafe

Women are driving art investment

Argentina ​eliminated its fiscal deficit, Office CMBS ​delinquency rates hit 11%, Nvidia acquired Run:ai for $700 million, and More.

vaneck
Finance Wrapped

AI Chip Race Winners and Losers

PE Firms Now Calling the Shots, Record Execs Exit in 2024, AI Chip Race Winners and Losers, and More.

Hedonova’s analyst
The WC

The worst investments of 2024

It’s a new year flush with possibilities. Let’s look at the most catastrophic investments of 2024 to see if we can’t do better in 2025: Latin America, Cleantech, Hedonova, Japanese Whisky, Round Robin.

5m bugatti
Alts Cafe

A $5m Bugatti

Goldman Sachs sees 2.4% US GDP growth in 2025, San Francisco home prices ​dropped 15.4%, Instacart and Uber ​sued Seattle, and More.

Altea

Altea Update: Dec 20

First, some housekeeping. A few deals have gone on toward the light after generating some interest, but not enough to keep them top of mind

elon musk 400b
Finance Wrapped

The World’s First $400 Billion Man

Microsoft’s Small AI Punches Up, Duolingo’s ‘Squid Game’ Ultimatum, The World’s First $400 Billion Man, and More.