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Welcome back to another week with Renaissance. The newsletter equivalent of all the financial life lessons you didn’t even know you needed to learn. Stay hustling Renaissance family. 🤟

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Today at a Glance:

Taylor Swift Social Arbitrage - $2.2B Of Skorts And Stocks

Straight Up Crypto Trades - What We've Been Investing In This Week

Billionaire's Doomsday Prep

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The Board

The Renaissance Over-Under

Business, Money Markets & Financial News

Taylor Swift’s $2.2B Eras Tour & How You Can Profit From It: She’s A Goddamn Force Of Nature In The Financial World 💰

Teenage girls love her. I love her. And what do teenage girls and I have in common……that’s right we’re all incredible social arbitrage investors. 👀 

Well kind of - what they spend on, we invest in. But they’re fickle beasts and hard to understand so the big movements are the easiest…….enter, Taylor Swift.

- *mutters karma is my boyfriend as I irresponsibly load up my portfolio with what a wealth manager would only describe as ‘an irresponsible tolerance for risk.’ 😈

- Luckily, at Renaissance we know what we’re doing and we’ll be damned if we’re gonna take 7% a year and pay some asshole’s management fees! And we’re here to teach you too - hold my beer! 🍺

- Teenage girls are interesting for many reasons (don’t worry we haven’t taken some sort of Epstein-like turn here…), mostly because they consolidate a consumer and retail product or trend’s popularity in our weird society like nothing else. They’re like locusts; they just consume something in numbers until it’s onto the next.

- And when you see $2.2B being spent by them you act …swiftly. 😉

- If Taylor wears something, does something, says something about a brand these girls are gonna lose their fucking minds and they will. buy . it. So guess who’s paying attention to the Eras tour for research purposes, Renaissance!

- FACT: Not once, but twice, Taylor was seen wearing 2 different pairs of skorts by the brand Free People during the Eras tour. 2 pairs, 1 trip, 1 tour, 1 brand = more than coincidence. This results in influence. 💥💥💥

- But what is the big trend that teenage girls are all over atm? Being Horse girls, aka coastal cowgirls 🤠 boots, glitter, and cowboy hats for no reason… it’s ‘a vibe’. And Taylor has made this popular on this tour as well!

- This is the pulse of the market right now.👀 This trend has almost 400M hashtags on TikTok - we told you, they don’t fuck around!

- So, wtf are we supposed to do with all this random teenage girl information? Let me tell you about a little company called Urban Outfitters…..the stocks been slaughtered over the years but they’ve made a push to attract the younger demographic lately…….and if you love pointless shit that costs a lot they also own Anthropologie!

- However, there is a third brand. A smaller brand. A secret brand. That Urban Outfitters also own - Free People.🤩 and this brand is smack bang in the eye of the hurricane of this tour’s style trend.

- Don’t ask us how we know this okay, but in teen vogue ⅔ of all outfit items suggested for this cowgirl bullshit was owned by Urban Outfitters.

- Free People out there making bangers selling out all the extra small skorts, but meanwhile Urban Outfitters the parent ain’t doing so good! So what do we do when the trend is not in a standalone stock?

- Shit people know they’re shit and Wall Street will have priced Urban appropriately so they won't do any worse than expected. So downside risk is limited.

- Anthropologie has had a good year it seems, this is 46% of the wider org and it’s also a multi-purchase store unlike the others which has a compounding effect on the numbers when they do well! And social traffic is looking good to the sites. 🤠

- And lastly, the smaller partner Free People will crushhhh it. The alpha is ⚡ - buy the stock or options for a Company reporting increased sales from ⅔ of it’s divisions that’s being masked by Urban Outfitters general performance and idea of its brand. 🔥🔥🔥 Do your own DD but this is an ongoing trend up for grabs!

LITTLE BITS 😎

God, I can’t wait to have these kinds of mega-wealthy people problems. If anything it’s aspirational!

An 8k per job side hustle you can do in your city or town - setting up pumpkin/autumn garden/porch displays, pumpkin season’s here👀🎃 This Texas Mom's Pumpkin Porch Displays — Which Can Cost More Than $8,000 — Are Already Sold Out, Thanks to One Very Strategic Move

Really interesting read here and good data points to take on board for the death of social media, posting cadence, and the rise of group chats, DMs, curated authentic groups instead of polished insta profiles!

Jealous…..I’m moving: Testosterone parties are the latest biohack for Silicon Valley tech bros

Whomever it is or whatever it is, get ‘em off your back!

NOSTALGIA OF THE DAY

Crypto Market & NFT News

Straight classics - the old ways of alpha, all killer no filler. Like your favourite side-piece, we’ll be serving ‘em up, risky and reliable. 👀🔥 You ready for some weird trades??

I’ll link here to the stupidest shit you can listen to for your own amusement on an apparent ‘Alt crash’ 👇https://www.coindesk.com/markets/2023/09/12/cryptocurrency-altcoin-crash-is-coming-matrixport/ 

FTX basically has to start offloading to cover repayments and pay for ol’ Sammy’s bail etc.. So assets on the books are getting moved and people think it’s going to move the market and as such are frightened………Renaissance readers, we’ve got you, here’s how it’s really going down if you’ve got half a brain cell! 🤯

- FTX’s BTC and ETH holdings make up less than 1% of the weekly market volume - i.e. it doesn’t mean jack shit. 💩

- SOL and the other bag of alt treats all have to be sold periodically and will be trickled into the volume over time, having no effectttt. Don’t sell your alts and lose moreeee money cause of FTX and idiot’s reports!

- You’ll learn everything you need to from a basic chart and common sense instead of news media outlets - that’s why you have Renaissance.

Speaking of alts: we’ve been trading…and it’s gone $FINE 😎

From last week talking about MEVs and using it to fit the trading strategy that we like here at Renaissance, we used a mix of our own MEV and other tools to smash some early meme narrative plays!

- Guys, here’s FINE, meme powered and rumoured to be launched by a PEPE dev. We picked it up 48hrs before any social signals elsewhere with our MEV because we know what to look for - meme power, good supply and liquidity power. This is how tools and technical ability with strategy outperforms the normies in the market - traditional finance bros can’t pull this off. 😉

- It’s done well over 4X since the spot. This strategy isn’t hard if you apply what we teach you here! P.S. FINE may still be good for another leg up it’s pushed past $12M market cap. 🎉🎉🎉

- Then we caught BANANA using the social signals and stats we look for after new launches - another easy meme play to spot that did a stellar job marketing. This may still have room to run as well!

- Another meme play we caught through a mix of MEVs we use was SHREK - if you’re an early alt-coin investor and you seen Shrek, how could you not invest? This is the same strategy and same story on repeat, executed 3 times in one week for total returns possible in the 100x plus range. 🥵🥵🥵 

What we’re currently looking at:

- SONICBOT (another bot play in the same narrative as a few weeks prior and already done 117%) this’ll be good to play out!

- $OCD is really interesting as well and just pushed a $6M market cap. If things break well this could really jump higher!

If you’re not getting in on this style of investing, applying the easy to find technical and social signals for massive returns in the small windows of time we have to capitalise on them - you’re missing out, take action! 😜

Wealth Building, Personal Finance Hacks & FAT FIRE

This week we want to talk about an increasing trend among the 1% and those advanced in the wealth building game. Whether it’s because of paranoia, sensible insurance or simply something they know that we don’t.

In 2017, LinkedIn co-founder Reid Hoffman said that he estimated over 50% of Silicon Valley billionaires already had purchased and planned some kind of apocalypse insurance, like a bunker, or overseas escape. 

Adding to this - in 2016, Sam Altman, one of the Valley’s top entrepreneurs, let slip that he had an arrangement with Peter Thiel that in some kind of systemic collapse scenario they would both get on a private jet and fly to a property Thiel owns in New Zealand (a property that up until then was previously unknown to the public).

The more you look into it, the more you see how widespread this thinking is among billionaires. New Zealand being the hotspot for these guys prepping for some kind of societal collapse due to how self-sufficient and isolated it is - it has it’s own energy, water and food.

Hoffman has also said that in his circles “saying you’re ‘buying a house in New Zealand’ is kind of a wink, wink, say no more”. 😉

The Doomsday Clock 🕕 - A clock set by the Bulletin of the Atomic Scientists (BAS), measures how close we are to complete annihilation from man-made actions. It is currently 90 seconds to midnight, the closest it has ever been.

It was previously at it’s closest during the peak of the Cold War, before settling back for a few decades, before moving closer again and reaching 2 minutes to midnight amongst the election of Donald Trump and increasing nuclear tensions.

New Zealand have even said they seen a 17x increase in registrations of US nationals applying for New Zealand residency the week after Trump was elected.

The Valley loves this doomsday stuff. Another unnamed venture capitalist said he has a 'go bag' filled with guns on a motorbike waiting in his garage. Learning to ride a motorbike is a popular one in these circles, the idea being that in a catastrophe traffic will be gridlocked and you need to be able to get out. 🏍

In the event of an emergency he will speed through all this traffic to a private jet, and fly to Nevada where another plane is waiting in a hangar. That aircraft is ready and waiting to take him and four other tech moguls to, you guessed it…….New Zealand.

Other discussions shared at these dinner parties are around nuanced details. It was noted that the pilot who’s flying you to safety won’t be incentivised unless his family can come and be saved too. Rooms for the pilot and his family it is then!

I mean these guys are really thinking about this stuff. Not just thinking about it, but setting actions in place. May explain why all these tech bros are jacked survivalist alphas all of a sudden. 👀

There’s a really interesting book on this topic: “Survival of the Richest” by Douglas Rushkoff.

The world’s richest are increasingly “insulating themselves from the very real and present danger of climate change, rising sea levels, mass migrations, global pandemics, nativist panic, and resource depletion,” writes Rushkoff.

But they’re not all going quite as far as New Zealand. In NZ you’re isolated above ground, but some are staying closer to home and going underground. Texas company Rising S is a popular one and sells luxury underground bunkers that run up to $9.6 million. https://risingsbunkers.com/layouts-pricing-bunkers/luxury-series-bunker-complexes-aristocrat/

So what’s the lesson - learn to ride a motorcycle and become a pilot for a billionaire. 😎

Maybe the ultra-wealthy know something we don’t? Do they have access to superior information? Or is this just a reasonable decision to protect against risk? A catastrophic event and societal collapse may not be seen as likely, may even be seen as very unlikely, but in the case it happens the downside risks are huge. If you are ultra-wealthy doesn’t it then make sense to allocate some of this capital to protect against this risk?

⚡ Either way, we here at Renaissance will be looking for properties in New Zealand 👀. A decent investment, both for land appreciation and as catastrophe insurance.

Hope to see you there, chilling with the tech entrepreneurs in one of the world’s most beautiful countries, waiting for all this to blow over.

Meme of the Day

That’s a wrap for this week! Meet us on Twitter to talk all about it. Where we’ll send you jokes, tips, and all important news from the world of money, business and crypto and more! (@RenaissanceDly)

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