Recently Published
Agricultural commodities: Why cocoa spiked, and what’s next.
The sudden surge in prices of cocoa and coffee took the market by surprise. But why did it happen? Are other commodities primed to pop?
China invades Mexico
Hollywood Embraces AI Cloning for A-List Talent, The Billion-Dollar Crustless Sandwich Empire, Chinese Manufacturers Flock to Mexico, and More.
Weekly Altea Update Apr 26, 2024
Improvements on the Altea experience, Open deals on the system, and some new deals.
A three-part framework for investing in prefab housing startups
Prefabricated housing can address the construction industry’s supply challenges. But prefab startups aren’t created equal. Here’s a 3-part framework for evaluating their effectiveness.
Let’s Nuke AI
The AI nuclear option, Chess makes me a better investor, Introducing Books from the WC, and More.
Inverse Cramer Weekly Update — Apr 21
I like Uber here. I think Uber is well below. It’s high. I think you buy some now, and you buy some a little bit lower, and that’ll do it -On Uber ($UBER)
The Bourbon market is getting a bit tipsy
Wells Fargo upgraded US economy outlook, Denver ranked hottest housing market, Ramp raised another $150 million, Global PE exit value sank, and More.
Is America at peak vending machine?
For years, influencers have been singing the praises of vending machines. But it turns out America’s market is saturated, and those claims are probably overstated.
Weekly Altea Update Apr 19, 2024
Live deals wrapping up, two new real estate opportunities this week, and music-themed investing adventure to Music City, USA.
The $13 million crowdfunding scam
The American Car Insurance Crisis, Goldman Sachs Bets Big on Luxury and Beauty, California’s Shrinking Share of the US Tech Industry, and More.
Nomad Capitalism: How to embrace global citizenship
Nomad Capitalist is a company offering what I’d call “high-end nomad lifestyle consulting.”
Let’s buy some used Iranian missiles
California Forever is Never, Fundraising is hopelessly outdated, You can buy used Iranian missiles, and More.
Recently Published
Let’s Nuke AI
The AI nuclear option, Chess makes me a better investor, Introducing Books from the WC, and More.
Let’s buy some used Iranian missiles
California Forever is Never, Fundraising is hopelessly outdated, You can buy used Iranian missiles, and More.
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!
Recently Published
Agricultural commodities: Why cocoa spiked, and what’s next.
The sudden surge in prices of cocoa and coffee took the market by surprise. But why did it happen? Are other commodities primed to pop?
China invades Mexico
Hollywood Embraces AI Cloning for A-List Talent, The Billion-Dollar Crustless Sandwich Empire, Chinese Manufacturers Flock to Mexico, and More.
Weekly Altea Update Apr 26, 2024
Improvements on the Altea experience, Open deals on the system, and some new deals.
A three-part framework for investing in prefab housing startups
Prefabricated housing can address the construction industry’s supply challenges. But prefab startups aren’t created equal. Here’s a 3-part framework for evaluating their effectiveness.
Inverse Cramer Weekly Update — Apr 21
I like Uber here. I think Uber is well below. It’s high. I think you buy some now, and you buy some a little bit lower, and that’ll do it -On Uber ($UBER)
The Bourbon market is getting a bit tipsy
Wells Fargo upgraded US economy outlook, Denver ranked hottest housing market, Ramp raised another $150 million, Global PE exit value sank, and More.
Is America at peak vending machine?
For years, influencers have been singing the praises of vending machines. But it turns out America’s market is saturated, and those claims are probably overstated.
Weekly Altea Update Apr 19, 2024
Live deals wrapping up, two new real estate opportunities this week, and music-themed investing adventure to Music City, USA.
The $13 million crowdfunding scam
The American Car Insurance Crisis, Goldman Sachs Bets Big on Luxury and Beauty, California’s Shrinking Share of the US Tech Industry, and More.
Nomad Capitalism: How to embrace global citizenship
Nomad Capitalist is a company offering what I’d call “high-end nomad lifestyle consulting.”
Invest in mental health (again!)
This is a company we’ve talked about before, and they’re back for another round.
Inverse Cramer Weekly Update — Apr 14
If you have to own one, it’s gonna be Alibaba. That is the one that has the most American-like financials. I’m not a fan of Chinese stocks but BABA is the one to own if you want to go there -On Alibaba ($BABA)