AltCo's Newsletter

A New Fortress Europe: Stronger Defense, Lower Equity Risk

Is the rally in European stocks sustainable?

Europe in Turmoil (A Useless Peace)

Elections Follow-Up Trump's World (Literally and Seriously)

2025: The Year of Geopolitics

Buy Now, Pay Later (BNPL) Securitization: Increasing Risks Amidst Increasing Demand

US Elections: Noise and Temporary Dislocations

Should Social Media Financial Influencers Be Regulated?

Aging Boomers: A Macro Conundrum and an Investment Opportunity

CRE’s Value Erosion: A Market on The Edge

Buy Now Pay Later: A Dark Horse

A Closer Look at a The Booming BNPL Sector

Should Retail Investors Fear Illiquidity?

Spoiler Alert: Most of Them Shouldn't