The Fed’s Liquidity Conundrum
The Fed’s Liquidity Conundrum, The Adult Playground Trend: Soho House Meets Game Night, BlackRock’s Strategic Move Into Infrastructure, China’s Housing Bubble Is Bursting, and More.
January 20, 2024
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The Fed’s Liquidity Conundrum, The Adult Playground Trend: Soho House Meets Game Night, BlackRock’s Strategic Move Into Infrastructure, China’s Housing Bubble Is Bursting, and More.
Remember Global Air? It’s somehow got worse, AI is approaching ludicrous speed, Succession on the block, and More.
Consumer credit card trends are not looking good, Rates finally dipped back below 7%, Layoffs haven’t slowed down much, and tons of more.
I like your thinking. I like your conceptual analysis of Visa. Good stock -On Visa ($V)
The Surging Trend of High-Income Renters, The Attention Economy: Is It Worth It, ESG Investing Versus Political Pushback, Wages Outpace Inflation: The First Time in Two Years, and More.
We’ve got a strategy to play on two different theses that might become reality in 2024. If either thesis hits, we win. If they both hit, we win big.
A new gold rush, The future is finally here, How’s the American consumer doing, and More.
Construction spending continues to grow, All cash sales on the rise in Manhattan, Airbnb makes a major acquisition, Blackstone completed a $2 billion investment, Solana’s stablecoin volume exceeds Ethereum’s, and More.
It’s a great long-term. Do I take a little bit of Costco off the table, we didn’t do it. I hope we don’t regret that. I know it can get hit. But you have to have a room to be able to buy more, that’s the nature of the beast. You just can’t take a look at it every day, it doesn’t work like that -On Costco ($COST)
The Oscars, But For Wall Street, Tip: Avoid Over-Diversification, Canada’s New Carbon Credits Plan, The Oracle of Omaha, Literally, and More.
The wealth gap widens, Invest in AI – no, not like that, Housing discovery is a helluva drug, A vibe shift in contemporary art, and Seed and pre-seed startups take flight.
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!
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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.
