Recently Published
Inverse Cramer Weekly Update — Apr 14
If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there -On Alibaba ($BABA)
The Space Economy is Mooning
Unemployment claims last week fell by 11,000, Blackstone’s apartment REIT goes private, The space economy is on the rise, Q1 saw an uptick in leveraged buyouts, and More.
Water fountain economics
Have you ever wondered what happens to all the coins tossed into fountains? Let’s take a shallow dive into the Trevi to find out.
Weekly Altea Members Update Apr 12, 2024
Buy and hold 50+ barrels of 100% agave tequila, time to invest in a unique piece by legendary artist Frank Auerbach, and two new deals coming in hot this week.
The slow decline of Macro Hedge Funds
The Fading Allure of Macro Hedge Funds, Brazil: The Future of Fintech, How to Work Successfully with Gen Z, The Big Four’s Ironclad Grip on S&P 500 Audits, and More.
International Private Credit
Most private debt discussion is focused on the US. But a majority of the world’s private credit assets are invested outside America! So we’re exploring the intersection of international investing and private credit.
Let’s debunk stupid economic theories
Does the Winnebago Index work, Caitlin Clark is already dominating the WNBA, SMEs are flocking to Dubai, and More.
Deep dive review of the Life Settlement Fund from UpMarket
We exploring Life Settlements: The controversial and overlooked area of alternative investing that you probably haven’t seen before.
Inverse Cramer Weekly Update — Apr 7
If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there -On Alibaba ($BABA)
Alts Cafe – Is Goldin getting dumped?
Macro: US added 303,000 jobs in March, Real Estate: Detroit’s housing market beat Miami’s, Startups: Nvidia chips are up for rent, and thirteen more insights on different asset classes.
Stadium economics: Are the subsidies worth it?
The idea of subsidizing stadiums through taxes has always been odd. But sports teams are a public good. And these subsidies fuel new investments (like our investment in a rugby team!)
An ETF for SpaceX, Stripe, and more
The ETF That Lets You Buy Privately Held Companies, How VC Has Changed Since The SVB Fallout, Are Bear Market Funds Worthwhile, and More.
Recently Published
Let’s debunk stupid economic theories
Does the Winnebago Index work, Caitlin Clark is already dominating the WNBA, SMEs are flocking to Dubai, and More.
Stadium economics: Are the subsidies worth it?
The idea of subsidizing stadiums through taxes has always been odd. But sports teams are a public good. And these subsidies fuel new investments (like our investment in a rugby team!)
Let’s import sheep testes
Caitlin Clark is Box Office, College Admissions Consulting is Big Business, The Horrific Economics of Modern Slavery, and More.
Let’s invest in catastrophes
Tequila is incredibly popular, Africa’s football stars are making the transition from rich to wealthy, The Hydrogen gold rush continues apace, and More.
Let’s move to Saudi Arabia?
Sexism is costing you money, American Migration, Nearly half of our readers would move to Saudi Arabia, Young Americans are miserable, and More.
The secret world of Data Brokers
Welcome to the shadowy world of data brokers — the personal info aggregation companies that are legal, but starting to get serious public scrutiny.
Bright spots in commercial real estate
It’s easy to forget how broad commercial real estate is. There at least four bright spots in the market, and today we’re looking at each one.
Life Time Fitness survived Covid, but is it a healthy investment?
The company bounced back to profitability after Covid. But their memberships are very expensive, and the stock is still down from the IPO.
Is this “luxury fitness experience” company a worthwhile investment?
Should you invest in Electric Vehicle stocks?
The continued innovation is further driving the popularity of EVs. Does that mean it’s the ideal time to invest in EV stocks?
Let’s invest in Mexico
Tequila Industry Cash Flow Part 1, Tequila Industry Cash Flow Part 2, STRs in Puerto Vallarta, and More!
The WC – Let’s make some Chinese babies
Films you should watch but probably haven’t, Mind-blowing research, Inside Zuck’s compound, and More.
Invest in the coming construction boom
This month, we’re looking at Contractor+, which helps tradesmen bid, schedule jobs, and get paid. The platform already has 35k+ members and is doing more than $360k per year in revenue.
Recently Published
Inverse Cramer Weekly Update — Apr 14
If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there -On Alibaba ($BABA)
The Space Economy is Mooning
Unemployment claims last week fell by 11,000, Blackstone’s apartment REIT goes private, The space economy is on the rise, Q1 saw an uptick in leveraged buyouts, and More.
Water fountain economics
Have you ever wondered what happens to all the coins tossed into fountains? Let’s take a shallow dive into the Trevi to find out.
Weekly Altea Members Update Apr 12, 2024
Buy and hold 50+ barrels of 100% agave tequila, time to invest in a unique piece by legendary artist Frank Auerbach, and two new deals coming in hot this week.
The slow decline of Macro Hedge Funds
The Fading Allure of Macro Hedge Funds, Brazil: The Future of Fintech, How to Work Successfully with Gen Z, The Big Four’s Ironclad Grip on S&P 500 Audits, and More.
International Private Credit
Most private debt discussion is focused on the US. But a majority of the world’s private credit assets are invested outside America! So we’re exploring the intersection of international investing and private credit.
Deep dive review of the Life Settlement Fund from UpMarket
We exploring Life Settlements: The controversial and overlooked area of alternative investing that you probably haven’t seen before.
Inverse Cramer Weekly Update — Apr 7
If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there -On Alibaba ($BABA)
Alts Cafe – Is Goldin getting dumped?
Macro: US added 303,000 jobs in March, Real Estate: Detroit’s housing market beat Miami’s, Startups: Nvidia chips are up for rent, and thirteen more insights on different asset classes.
An ETF for SpaceX, Stripe, and more
The ETF That Lets You Buy Privately Held Companies, How VC Has Changed Since The SVB Fallout, Are Bear Market Funds Worthwhile, and More.
Weekly Altea Members Update Apr 5, 2024
Last chance to get in on Altea Tequilla SPV. Upcoming deals on New Zealand NRL Expansion, SignalRank, and Agave Farmland. Plus, a talk on the champagne market next week, and we’re planning a trip to Nashville soon!
Inverse Cramer Weekly Update — Mar 31
I like Visa very much here. I like that settlement that was announced today. It’s gonna clear their heads a little bit. Visa is too close to its all-time high. If it comes a little, I’ll be a buyer -On Visa ($V)
