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

The cracks are getting wider

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.

interest rates

Rates are going higher

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

interest rates

Rates are set to stay higher

Inflation jumped for the second month in a row, Commercial real estate distress is rising, and Nvidia is going on a shopping spree.

real estate

A real estate turnaround in 2024?

Fed may not hike rates again in 2023, smart money thinks CRE will turn around, Seed funding is collapsing, are NFTs dead, and More.


Zillow’s no good very bad idea

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.

for sale

Real estate investing slides into God mode

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

sports memorabilia

The $227 billion sports memorabilia market

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.


The US gets downgraded

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.


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!


Economists are willing the economy to recovery

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.


There’s a student loan tsunami coming

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!

interest rates

Rates will (probably) keep rising

Jobs are hot, Commercial real estate is getting ugly, NFTs can’t get their act together, Why Elon won’t sue Zuck, 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.


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
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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.