Alts Cafe

Alts Cafe is a new weekly briefing sent every Monday.

Everything you need to know about alternative assets, delivered each Monday with your morning coffee.

It delivers interesting links, witty commentary, and important news briefings across the alternative investing landscape.

Subscribe to Alts Cafe.

Recently Published

welcome 2024

Looking ahead to 2024

A bumper year for the US economy, Commercial real estate continues to degrade, Average loan sizes continue to expand, BTC tops $45k as an ETF edges closer, and so much more!

bullish

Jim Cramer is bullish on BTC

The Fed will probably/maybe hold rates steady in December, What do Detroit and Saudi Arabia have in common, Signs of weakness in the AI startup community may open the door to competition, and Jim Cramer is bullish on BTC.

binance

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.

sam altman

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.

bitcoin

Crypto is mooning

Equities are so hot right now, Real estate is looking at a 1980s-style housing recession, The vultures are coming for your startup, and is there a private credit bubble?

housing affordability

Housing affordability hits a new low

The market had its best week in three months, The cost to buy a home is now 52% higher than the cost to rent, which is a record, Creator economy and DTC startups are getting smash hammered, and More.

mortgage rates

Mortgage rates are approaching 8%

Tough week for macro-watchers, Mortgage rates approach 8%, Trucking companies are going bankrupt, The move toward private credit continues apace and More.

real estate

US mortgages hit a 20 year high

Devastating news from Israel, US mortgage rates hit a 20-year high, Visa is launching a generative AI venture fund, A new private credit fund available to individual investors, and More.

What you get

Exotic market research
We study esoteric alternative investment markets and show you what’s interesting. We research stuff you never even knew existed.
Modern alt indexes

We create indices for eclectic modern alts. We’ve got a vinyl index, a whiskey index, and more. This helps us find the best buying opportunities for our alternative investment fund

Outlook and Risks

We wrap everything up with a rich qualitative analysis. You’ll understand the pros & cons of investing in all sorts of alternative asset classes.

Testimonials

Morgan Keim
Morgan Keim
Managing Director of Ocean Ridge Capital
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I read your emails pretty religiously. Your issue on investing in tax liens is one of my absolute favorites. Great coverage for an otherwise totally grey area that seems to have little mindshare within the broader REI community.
Valentine Watkins
Valentine Watkins
Content Designer at Afterpay
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Absolute must-read every time it hits my inbox. Stefan and Wyatt are web wizards, appraising assets using a mixture of arcane product knowledge, SEO sorcery and metrics magic. They lift a veil shrouding the Internet to show its secret world of investment opportunities.
Benjamin Hoffman
Benjamin Hoffman
Co-founder at GrandCruCapital.com
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Alts is the only email newsletter I've read from start to finish from day one. The effort that Stefan & Wyatt provide is the next-level analysis you've been waiting for. They break down each asset in detail, metric by metric, and serve it up in a brief email with graphics and links.
Dominic Wells
Dominic Wells
Founder, Onfolio
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I've recently discovered the Alts newsletter, and am enjoying it. They don't strictly focus on digital assets, which actually helps it keep it more unique in my opinion.
Sourabh Soni
Sourabh Soni
Software Engineer, Cisco
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Brilliant writing. I'm not usually a long form reader, but I read your articles almost all the time in one go. Thanks for such interesting writing.
Jessica Farrimond
Jessica Farrimond
Senior Performance Consultant, Crypto Enthusiast
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Alts brings me unique investment opportunities and insights that I wouldn’t have known about otherwise. For me, it’s a simple and enjoyable way to stay informed on financial topics that are way outside of the mainstream news sources.