The DailyAlts Playbook

The DailyAlts Playbook is the ultimate insider newsletter for the alternative investment industry. Economist Garrett Baldwin covers the big headlines, the stories behind the scenes, and goes on the record with some of the top names in finance to get their take on major events affecting the global capital markets. The DailyAlts Playbook is an in-depth, daily read that drives discussion, entertains and raises your Alternative IQ.

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DailyAlts Playbook: Mark Yusko, Bill Ackman, Tiger King, and “Bringing Back Paper Bags…”

DailyAlts Playbook

THE DAILYALTS PLAYBOOK April 3, 2020 Today, the DailyAlts Playbook Talks About Mark Yusko, Bill Ackman, Tiger King, and “Bringing Back Paper Bags…” PRIME OVERVIEW Good morning: Markets are still locked in negative momentum. Oil bouncing to $26. But are we really going to speculate on oil right now? Perhaps… perhaps it’s worth looking at Tortoise Pipeline (NYSE: TTP) as a long while shorting the Alerian MLP (NYSE: AMLP) because the discount on the closed-end fund is so insane that it was trading like our entire pipeline system is going out of business. I would argue that a few hundred thousand miles of pipeline would make for good scrap… but then again for what? This is where liquidation models go out the window, and there’s really no reason to speculate. Don’t start thinking like me. I’ve been stuck in a house for three weeks… I’m still sitting about 98% in cash and holding two small speculative positions in the FAZ and DRV. If you’re still in the market, I’d recommend reading what Mark Yusko said about what might lie ahead. I can’t jump on the gold miner bandwagon with him, but I’m on board with emerging markets. If I’m going…

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DailyAlts Playbook: Mark Yusko, Bill Ackman, Tiger King, and “Bringing Back Paper Bags…”
April 3, 2020

THE DAILYALTS PLAYBOOK April 3, 2020 Today, the DailyAlts Playbook Talks About Mark Yusko, Bill Ackman, Tiger King, and “Bringing Back Paper Bags…” PRIME OVERVIEW Good morning: Markets are still…

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DailyAlts Playbook: Activists in a Pandemic, SoftBank’s WeWork Debacle, High-Yield Defaults, and Demon Days
April 2, 2020

The Dow Futures rallied more than 340 points after a dismal start to the second quarter. This morning, investors are paying very close attention to the weekly jobless claims from the…

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The DailyAlts Playbook: College!, Record Unemployment, PE Lobbying Efforts, and Icahn’s Failed Merger
April 1, 2020

This morning, investors are starting to speculate on the March jobs report set for this Friday from the U.S. Labor Department.

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DailyAlts Playbook: Margin Call, the WHO’s Latest Projections, Depression Level Unemployment, and Larry Fink’s Outlook.
March 31, 2020

Yesterday, the Federal Reserve dropped a bombshell on the markets. According to the central bank, up to 47 million Americans could lose their jobs, bringing the U.S. unemployment rate up…

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DailyAlts Playbook: Commercial Real Estate Woes, Crude Collapse, 2002 Music Reviews, and Ackman’s “Hell is Coming” Defense
March 30, 2020

THE DAILYALTS PLAYBOOK March 30, 2020 Today, the DailyAlts Playbook talks about Commercial Real Estate Woes, Crude Collapse, 2002 Music Reviews, and Ackman’s “Hell is Coming” Defense. PRIME OVERVIEW Good…

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DailyAlts Playbook: Money Printing, Jams on the 90s, and Why Sovereign Funds are Struggling
March 27, 2020

The Dow Jones projected a 680-point decline in premarket hours as the markets selloff from a massive three-day rally. The mainstream press is back in cheerleader mode, proclaiming that the…

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The DailyAlts Playbook: Jobless Claims, Ackman’s Short Bet, and “Billion-Airs”
March 26, 2020

This morning, markets are preparing for a record jump in the number of weekly jobless claims. We’ve seen projections ranging between 1 million and 3.4 million, well above the 281,000…

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DailyAlts Playbook: March 24 – The Leaders We Deserve, Why Twitter Debates are Worse than Orioles Games, SALT’s Cancelation, and Coronavirus Updates 
March 24, 2020

Global coronavirus cases surpassed 382,000, according to Johns Hopkins University. The ongoing surge in cases has fueled an “unprecedented” collapse in economic activity in Europe during March.

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DailyAlts Playbook: Helicopter Money, Amazon’s New Mission, and the Crash that “No One Called”
March 23, 2020

THE DAILYALTS PLAYBOOK March 23, 2020 Today, the DailyAlts Playbook talks about Helicopter Money, Amazon’s New Mission, and the Crash that “No One Called” PRIME OVERVIEW Good morning: I wrote…

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The DailyAlts Playbook: Corona Cases Surge, Warnings from 2012, Universa’s Massive Win, and Party Bros
March 19, 2020

Today, the DailyAlts Playbook talks the Surge in Corona Cases, Warnings from 2012, Universa’s Massive Win, and Party Bros.

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