Author: Wyatt Cavalier

Wyatt Cavalier
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.
usa
Alts Cafe

The US gets downgraded

Consumer sentiment continues to rise in the US, Lending is getting tighter, Chinese real estate is in Big Trouble, and Indian startup investing is down 75% YoY.

train
The WC

The WC – Let’s change the world

What is LK-99, What’s the story so far, Potential application – MagLev trains, Potential application – Portable MRI machines, and more.

consumerism
Alts Cafe

US consumers prop up the economy

Consumers keep consuming, The US residential property market has ground to a halt, IPOs are back, but they’re tanking, A way to bet against ​armageddon​, and more!

recovery
Alts Cafe

Economists are willing the economy to recovery

Altcoins like SOL ​crashed​ back to earth, Homeowners are fleeing Florida, VC funding is down in nearly all sectors and geographies, and It was a no-good very bad quarter for wine.

akua
The Big Deal

The Big Deal – Invest in plant-based meat

This month, we’re looking at something completely different – it’s an FMCG brand called ​AKUA​, and they’re introducing the west to something the east has known about for centuries — kelp-based food.

tsunami
Alts Cafe

There’s a student loan tsunami coming

Arb opportunity with the Fed funds rate, The student loan tsunami and rising property taxes, Supply and demand continue to rule the US residential RE market, and more!

interest rates
Alts Cafe

Rates will (probably) keep rising

Jobs are hot, Commercial real estate is getting ugly, NFTs can’t get their act together, Why Elon won’t sue Zuck, and more.