It can be challenging to keep track of what DJT promises to do compared to what he actually does, especially if you hope to invest well in the chaotic environment his administration promises.
Gallstones, known as ox bezoars, are widely used in traditional Chinese medicine (TCM) and alternative healing practices. These stones are believed to possess significant medicinal properties, including anti-inflammatory, detoxifying, and aphrodisiac effects. High-quality gallstones can fetch prices ranging from $20,000 to $40,000 per kilogram in markets across East Asia, particularly in China, Japan, and Korea.
Never one to look a gift cow in the mouth, I dug into it, and there's a lot of money to be made here if you can reliably force encourage cows to develop gallstones.
Based entirely on deskside research that may or may not be tethered to reality, ROIs of 200% per year are not out of the question. However, you'll need to spend some of that cash on decent security to ward off the gallstone bandits.
Yesterday, I paid $74 for what is essentially premium Nigerian moonshine. And I'm convinced it might be one of the smartest purchases I've made this year - not for the drink itself (though it's excellent), but for what it represents.
There's something fascinating happening in West Africa's spirits industry. Traditional drinks that were once banned by colonial authorities are now being served in London's most exclusive bars. Palm wine that used to be stored in plastic jerry cans is getting aged in cashew brandy barrels. And the ancient spirit that kept African kingdoms buzzing is being reborn as a luxury export.
But here's what really caught my attention: this isn't just another craft spirits story. It's about an entire continent's worth of unique alcoholic beverages that have never been properly commercialized. We're talking hundreds of traditional spirits, each with its own history, production method, and potential for premiumization.
The current market for premium African spirits is tiny - barely a rounding error in the global spirits trade. But that's exactly what makes it interesting. Because when you dig into the numbers (which I did extensively between sips), you start to see something that looks remarkably like Japanese whisky in the 1990s or mezcal in the early 2000s.
This is just an aperitif. Get drunk on all my knowledge below.
Read full issue Welcome to the Alts Sunday Edition ๐ Boy, do I have a terrific issue for you today. We just wrapped up a weeklong Investor Trip to Nashville; and I can't wait to tell you about it. This was the music adventure of a lifetime. We arrived eager to understand what's really happening in this complex industry. We returned with industry connections, lifelong friendships, and confidence in an upcoming music investing deal we're cooking up with our friends at JKBX. (More on that below)...
Read the full issue online Welcome to the Alts Sunday Edition. Hope you enjoyed last week's issue on Opportunity Zones. Few investment opportunities are as controversial as the element uranium. A batch of highly enriched and highly radioactive uranium (sorry, it doesnโt actually glow green). In the wrong hands, uranium is capable of powering the most devastating weapons humanity has ever devised. But in the right hands, uranium could power a future with unlimited, reliable, low-carbon energy....
Read online Welcome to the Alts Sunday Edition. Hope you enjoyed last week's issue on our upcoming Investor Trip to Nashville. (It's gonna be epic. Apply here to join.) It's not often that niche tax topics are used to score political points. But in last month's US presidential debate, Donald Trump did exactly this when he bragged about launching opportunity zones. Opportunity zones (OZs) were first implemented as a small but significant part of Trumpโs 2017 Tax Cuts and Jobs Act. The idea...