Recently Published
Why Onfolio stopped buying Content sites (and pivoted to digital agencies)
It’s more than just AI: Google is becoming unreliable, and making content sites impossible to value.
Balenciaga sells tape
US budget deficit hit $296 billion, Goldman thinks the bottom is in for CRE, Mental health issues across the board, Goldman’s 5-year private credit goals, and More.
Girl Scout economics: Thin mints, thick margins
Girl Scout Cookies are clearly lucrative. But how much profit is made per box? Who’s profiting? And how does the cookie money flow?
Mexico’s investment boom
Billions In Insider Selling Activity… Time To Panic, The Rising Political Divide: Homeownership vs. Renting, 20 Lessons From 20 Years In The Trenches, and More.
The secret world of Data Brokers
Welcome to the shadowy world of data brokers — the personal info aggregation companies that are legal, but starting to get serious public scrutiny.
Inverse Cramer Weekly Update — Mar 10
It’s going higher. Blackrock is the distinguishing event. It is the great financial repository for our nation, and you should own it. It is still inexpensive, great call by you -On Blackrock ($BLK)
Bullish Trends, Crypto Highs, and $9.3M Poured into Kentucky Spirits
Could the S&P Hit 5400?, All cash buyers in CRE, Dental AI is hot, Private Credit exceeds high-yield bonds, $9.3M invested in Kentucky, and so much more.
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.
Amazon goes nuclear
The Crucial Role of Small Developers, Amazon Goes Nuclear, Suburbia: The New Financial Hub, Fantasy Funds: New Rules For PE In Sports, and More.
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?
Let’s invest in Mexico
Tequila Industry Cash Flow Part 1, Tequila Industry Cash Flow Part 2, STRs in Puerto Vallarta, and More!
Luxe Ventures, Crypto Twists, and Artistic Triumphs
A “Vanishingly Low” Recession Risk, A Record Bar Sale In Nashville, Blackstone Bought Rover, and More.
Recently Published
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?
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.
Let’s buy some shiny gold sneakers
Remember NFTs? Who got some Trump Sneakers? Why is rooftop solar dying? and More.
Let’s light all our money on fire
Being Bill Ackman, An MRI revolution, Auction Action, and What’s the ROI of the War on Woke.
Translation technology (and its impact on English’s dominance)
English has been the world’s “glue,” for decades. But translation tech is getting scary good. Will this affect English’s role as the global lingua franca?
How to hedge against Boeing (shares) crashing and burning
After a raft of holiday calamities, Boeing is at risk of becoming a meme stock only taken seriously by the Wall St Bets crew lurking on Reddit.
Investing in Gold Royalties
Think of it like music royalties, but for gold.
Let’s join Altea
The weirdest AI thing I’ve seen, Altea, All Access and Auerbach, US Debt, and Global Debt.
Recently Published
Why Onfolio stopped buying Content sites (and pivoted to digital agencies)
It’s more than just AI: Google is becoming unreliable, and making content sites impossible to value.
Balenciaga sells tape
US budget deficit hit $296 billion, Goldman thinks the bottom is in for CRE, Mental health issues across the board, Goldman’s 5-year private credit goals, and More.
Girl Scout economics: Thin mints, thick margins
Girl Scout Cookies are clearly lucrative. But how much profit is made per box? Who’s profiting? And how does the cookie money flow?
Mexico’s investment boom
Billions In Insider Selling Activity… Time To Panic, The Rising Political Divide: Homeownership vs. Renting, 20 Lessons From 20 Years In The Trenches, and More.
Inverse Cramer Weekly Update — Mar 10
It’s going higher. Blackrock is the distinguishing event. It is the great financial repository for our nation, and you should own it. It is still inexpensive, great call by you -On Blackrock ($BLK)
Bullish Trends, Crypto Highs, and $9.3M Poured into Kentucky Spirits
Could the S&P Hit 5400?, All cash buyers in CRE, Dental AI is hot, Private Credit exceeds high-yield bonds, $9.3M invested in Kentucky, and so much more.
Amazon goes nuclear
The Crucial Role of Small Developers, Amazon Goes Nuclear, Suburbia: The New Financial Hub, Fantasy Funds: New Rules For PE In Sports, and More.
Luxe Ventures, Crypto Twists, and Artistic Triumphs
A “Vanishingly Low” Recession Risk, A Record Bar Sale In Nashville, Blackstone Bought Rover, and More.
Investing in Mexico: A recap of our investor field trip to Jalisco
A comprehensive recap of our very first alternative investor retreat: A unique tequila-themed journey to the heart of Mexico.
Everything you need to know about Buffett’s 47th Annual Letter
A Record Low for Home Loan Delinquencies, Breakdown: Warren Buffett’s 47th Annual Letter, Milei Achieves A Historic Budget Surplus, NFL Salary Caps Soar, And More.
Invest in Athletes’ Potential with FINLETE
Today we’re looking at Finlete, which lets you invest in the future of up-and-coming athletes, earning a cut of their on-field earnings if they make it big.
NFT Penguins, Vintage Motorcycles, and a $20,000 Coin Toss
US Employment Looks Good, Priced Dipped in Silicon Valley, OpenAI and Anthropic Are Attracting Top Talent, A $200,000 Motorcycle Sale, A $20,000 Coin Toss, and More!