Author: Wyatt Cavalier

Picture of 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.
Alts Cafe

Saudi steps up art washing

Global unemployment held at a historic low of 5%, San Diego mortgage rates climbed above 7%, Egyptian startups secured $329 million in 2024, and More.

red 3
Finance Wrapped

Red 3 IS killing you

FDA Blacklists Red Dye, Toyota’s Sub Gets Sued, Macquarie’s Direct Injection, and More.

Altea

Altea Update: Dec 17 – Big Update

Before we begin, let’s celebrate a win. The first loan made via ​Film I​ has been paid back. LPs earned 9% absolute interest on a five-week loan (that’s 149% IRR for those scoring at home).

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.