US consumers prop up the economy
Consumers keep consuming, The US residential property market has ground to a halt, IPOs are back, but they’re tanking, A way to bet against armageddon, and more!
August 1, 2023
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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.
Consumers keep consuming, The US residential property market has ground to a halt, IPOs are back, but they’re tanking, A way to bet against armageddon, and more!
Altcoins like SOL crashed back to earth, Homeowners are fleeing Florida, VC funding is down in nearly all sectors and geographies, and It was a no-good very bad quarter for wine.
Arb opportunity with the Fed funds rate, The student loan tsunami and rising property taxes, Supply and demand continue to rule the US residential RE market, and more!
Jobs are hot, Commercial real estate is getting ugly, NFTs can’t get their act together, Why Elon won’t sue Zuck, and more.
Commercial real estate continues to collapse, Crypto is ripping, and are STRs crashing?
Some good news in real estate, Lots of institutional activity on Crypto last week, and AI and EVs the only real bright spots in startup land.
Inflation slowed and rate hikes are paused for now, Commercial Real Estate are all in trouble, Binance continues to implode, and SPACs are hot again.
World Bank says expect slow growth through 2024, Casinos are the best-performing REIT subclass, Crypto and NFTs are both sinking again, and more.
Markets leaped with joy, I’m still out of the Real Estate market, A quiet week in Crypto, and 2023-2024 could be big for Startups company formation.
The poor are getting poorer. Commercial real estate continues to implode. AI companies are smashing it. And we’re looking into an investment in the Deathcare space.
The debt ceiling, ALTS 1 fund news, I’m still out of the Real Estate market, and Crypto is plateauing.
Equities were up slightly. I’m still out of the real estate market. Tech layoffs were reduced a bit. And Crypto regulation is pushing prices down.
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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.
