Private credit, Sequoia and Bitcoin are going to the moon
US GDP growth blew past estimates, Canada is the lone bright spot for North American real estate, Private credit continues to moon & More.
October 31, 2023
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US GDP growth blew past estimates, Canada is the lone bright spot for North American real estate, Private credit continues to moon & More.
Tough week for macro-watchers, Mortgage rates approach 8%, Trucking companies are going bankrupt, The move toward private credit continues apace and More.
The CPI came in hot, 84% of Americans say it’s a bad time to buy a home, OpenAI blew past $1 billion run rate, A mixed bag for PE, and More.
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.
The USG didn’t shut down (yet), Few bright spots in Real Estate, Cracks are forming in one for the first AI unicorns, Private debt is on a tear, and More.
The Fed’s not done with you, Mortgage defaults are on the rise, Startup investment is down >50% YoY in most markets, and Private credit is set to double to $3 trillion
Inflation jumped for the second month in a row, Commercial real estate distress is rising, and Nvidia is going on a shopping spree.
Fed may not hike rates again in 2023, smart money thinks CRE will turn around, Seed funding is collapsing, are NFTs dead, and More.
The US consumer slides into more quicksand, Zillow’s ill-conceived plan to solve the housing crisis / make money, More trouble for China’s Country Garden, The US moves toward legalising marijuana, and More.
More rate hikes to come (probably), Why has search volume for “Chinese economy” gone up 82% over the last week, Mortgage rates touch a new high not seen for over two decades, SPACs are back, but they’re still terrible, and More
Despite solid earnings, the US stock market threw up all over itself. Everyone thinks rate cuts, The real estate market is beginning to segment itself into winners and losers, The sports memorabilia market could hit $227 billion by 2032, and More.
Consumer sentiment continues to rise in the US, Lending is getting tighter, Chinese real estate is in Big Trouble, and Indian startup investing is down 75% YoY.
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Disclaimer: The authors of Alt Assets, Inc. are not finance or tax professionals. They are self-taught accredited investors, sharing information, research, and lessons learned. The published content is unique, based on certain assumptions and market conditions at the time of publishing and is intended to serve solely as research, not financial advice. Alts I LLC (the “Fund”) is an affiliate of Alt Assets, Inc. and the Fund has conducted a private placement offering under Rule 506(c) of Regulation D of the Securities Act of 1933, as amended. The Fund may invest in one, several or all of the alternative asset classes that Alt Assets, Inc. publishes content on its site. Any published articles on Alt Assets, Inc. that an alternative asset has a “buy”, “pass”, “overvalued” or “undervalued” designation does not factor into the asset classes that the Fund through its manager ultimately invests in, and thus, any of the Fund’s investments that have positive designations on the Alt Assets, Inc.’s site are purely coincidental as the Fund is actively managed and guided by its own investment parameters as summarized in the relevant private placement memorandum.
