Recently Published
The story of Concorde: memories and memorabilia from peak aviation
This week marked the 20th anniversary of the final flight of the Concorde. Simon Jones discusses why the plane was so special, through the lens of his vast collection of Concorde memorabilia.
An Unlikely Contender for Economic Success?
Egypt: An Unlikely Contender for Economic Success, Shein Eyes IPO: The Fast-Fashion Behemoth’s Next Big Step, Surpassing Forecasts: NVIDIA’s Remarkable Q3 Growth, & More.
Let’s buy some Saudi art
The curse of optionality, Fake people, real money, The fall and rise of Saudi Arabian art, Market timing doesn’t work, and RIP Charlie.
Inverse Cramer Weekly Update — Nov 26
I’ve been looking at Toyota and thinking why do I not recommend that stock it just keeps going up and up. I think it’s a really good call, buy Toyota -On Toyota Motor ($TM)
Binance gets rekt
A four week rally in equities – is the risk trade back on, All bad news in real estate, Is there a private credit bubble, and More.
Shipbreaking: How mega ships get recycled
Ships have a useful life of 30 years. But where do ships go when they die? We explore the hidden life (and death) of ships.
Are we in for a reverse market crash?
How reverse stock market crashes happen, Inside Africa’s Secret Rental Market, How to Identify Tomorrow’s Billion-Dollar Startups Today, Counterparty Risk Matters, and More.
Let’s talk about platform risk
OpenAI reminds us about platform risk, Big Finance is falling behind in AI, Other stuff I write that you might enjoy, A temperature check on the American economy, and More.
Inverse Cramer Weekly Update — Nov 19
I would stay away from it. At this point as a bear, I’m going to throw in the towel and say enough.If you want to buy a $3 stock as a speculation, I’m not going to fight you on it. I’m not going to hate a $3 stock -On Blackberry ($BB)
Sam Altman out at OpenAI
Ctrl Altman Delete, Both the CPI and PPI came in cold, US mortgage rates are down from 8.0% to 7.4%, and VCs finally had a positive quarter.
Hotel conversions: An easy alternative housing solution
Unlike office buildings, converting hotels to housing is relatively easy to do, and has favorable unit economics for investors — not to mention tax incentives.
Investing Behavioural Hacks
Investing Behavioral Hacks, Will Housing Prices Fall During the Next Recession, JPMorgan, Apollo reimagine wealth management with tokenization, and Will Investors Feast This Thanksgiving.
Recently Published
The story of Concorde: memories and memorabilia from peak aviation
This week marked the 20th anniversary of the final flight of the Concorde. Simon Jones discusses why the plane was so special, through the lens of his vast collection of Concorde memorabilia.
How climate change will affect American residential real estate
Today, we’re looking at which American residential real estate markets will benefit most (and least) from climate change.
Alternative Sports
It seems like Pickleball is sucking up all the oxygen in the room. But there’s lots of other cool stuff out there gaining traction which you may not have heard of.
The rare license plates that sell for millions
If you thought luxury cars were a status symbol, wait until you hear about the market for heritage license plates.
Investing in the Philippines
Some of the most under-discussed investing opportunities are in in other countries. Today we kick off an international investing series, starting with the Philippines.
Alts Academy: How to Invest in Short-Term Rentals
Today, we’re kicking things off with a look into short-term rentals (STRs). What are they, why do we like them, what advantages do they have over other real estate, and most importantly, how to invest in them.
Recently Published
An Unlikely Contender for Economic Success?
Egypt: An Unlikely Contender for Economic Success, Shein Eyes IPO: The Fast-Fashion Behemoth’s Next Big Step, Surpassing Forecasts: NVIDIA’s Remarkable Q3 Growth, & More.
Let’s buy some Saudi art
The curse of optionality, Fake people, real money, The fall and rise of Saudi Arabian art, Market timing doesn’t work, and RIP Charlie.
Inverse Cramer Weekly Update — Nov 26
I’ve been looking at Toyota and thinking why do I not recommend that stock it just keeps going up and up. I think it’s a really good call, buy Toyota -On Toyota Motor ($TM)
Binance gets rekt
A four week rally in equities – is the risk trade back on, All bad news in real estate, Is there a private credit bubble, and More.
Shipbreaking: How mega ships get recycled
Ships have a useful life of 30 years. But where do ships go when they die? We explore the hidden life (and death) of ships.
Are we in for a reverse market crash?
How reverse stock market crashes happen, Inside Africa’s Secret Rental Market, How to Identify Tomorrow’s Billion-Dollar Startups Today, Counterparty Risk Matters, and More.
Let’s talk about platform risk
OpenAI reminds us about platform risk, Big Finance is falling behind in AI, Other stuff I write that you might enjoy, A temperature check on the American economy, and More.
Inverse Cramer Weekly Update — Nov 19
I would stay away from it. At this point as a bear, I’m going to throw in the towel and say enough.If you want to buy a $3 stock as a speculation, I’m not going to fight you on it. I’m not going to hate a $3 stock -On Blackberry ($BB)
Sam Altman out at OpenAI
Ctrl Altman Delete, Both the CPI and PPI came in cold, US mortgage rates are down from 8.0% to 7.4%, and VCs finally had a positive quarter.
Hotel conversions: An easy alternative housing solution
Unlike office buildings, converting hotels to housing is relatively easy to do, and has favorable unit economics for investors — not to mention tax incentives.
Investing Behavioural Hacks
Investing Behavioral Hacks, Will Housing Prices Fall During the Next Recession, JPMorgan, Apollo reimagine wealth management with tokenization, and Will Investors Feast This Thanksgiving.
Let’s drink wine (while we can)
Why the public doesn’t care about contemporary art anymore, Another triumph for women’s sports, Something to wine about India’s ticking time bomb, & More.
