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Welcome back to another week with Renaissance. The newsletter equivalent of Gordon Gecko, if he were here now instead of the 80s, and loved Crypto (and if you haven’t seen Wall Street - great movie!)

Today at a Glance:

Celsius Stock: Millionaire Maker Trade Alert 

Weekly Crypto Calls

Will The Housing Market Crash?

But before we get stuck, this week we’re brought to you by Masterworks.

A million dollar Banksy got investors 32% returns?

Mm-hmm, sure. So, what’s the catch?

We know it may sound too good to be true. But it’s not only possible, it’s happening—and thousands of investors are smiling all the way to the bank, thanks to the fine-art investing platform Masterworks.

These results aren’t cherry-picking. This is the whole bushel. Masterworks has built a track record of 8 exits, the last 3 realizing 10.4%, 35%, and 13.9% net returns even while financial markets plummeted.

But art? Really? Okay, skeptics, here are the numbers. Contemporary art prices:

● Outpaced the S&P 500 by 131% over the last 26 years

● Have the lowest correlation to equities of any asset class

● Remained stable through the dot-com bubble and ’08 crisis

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The Renaissance Over-Under

Business, Money Markets & Financial News

Celsius Stock: Ironic Name As Things Heat Up! Millionaire Maker Trade Alert 👀🚨🚨🚨

Monster, Red Bull, Bang, these aren’t just the nicknames my exotic sidepiece calls me as she hands me a Celsius energy drink to help me keep up with her and evade my ever-increasing lethargy.

They’re the names of the biggest companies in the world that make up an 85 billion dollar energy drink market! And if you haven’t looked at Monster’s stock chart over the last 5 years you’ve been missing out! 👀 

Been to the gym lately, bois?? That’s right. Everyone habitually drinks these things now, and not just for staying up late studying……we all use prescription meds for that (that’s a different trade).

They’re sugar free, good for your metabolism, butttttt probably have a 1% chance of giving you cancer with all the shit and Aspartame in it.

So Celsius have only gone and made one with only the best ingredients, natural, sugar free, no canceryyy stuff. Ya loved it…The stock has been up 4000% in the last 4 years, and those are numbers I only think of in crypto!

Invest in what the white girls drink and we’ll all retire - get your asses into this stock heavily - the sector does well, it’s habitual for people now and this is the market leader.

It’s differentiated, and the space has a history of outperformance. And you know history doesn’t repeat itself but it does rhyme….and they have berries 👀

I personally only like consumer product stocks if they’re vices, I don’t want to sell you bibles, I want to sell you bourbon & bongs. 😈 

There’s just more money in it and they’re easier to sell, cause well, we’re human and we love shit that’s bad for us but we pretend isn’t… And what’s the least regulated drug available to all and on the rise massively with Gen-Z? That’s right, caffeine. 😉 

Caffeine is in, alcohol is out. Smoking is out, vapes are in. Caffeine is your drug, and Celsius is your crack pipe. Forget coffee, there’s too little caffeine in it to compete with human brain feedback loops, it’s why vapes beat cigarettes - up the dose, win the votes!

Why?

- The best tasting energy drink in the world, it’s just the truth. Better product. ✅

- This decade is going to be dominated by health. And the health sector is led by young female habits, and that’s where Celsius has found adoption. Female’s drink Celsius because it’s nice, healthy, and elegant - the sales are 50/50! A much better user demographic to maximise growth over Red Bull and Monster.✅

- The stock is already primed for growth with this narrative. It’s growing into its own category and its expanding the sector market cap. They’re even distributing and expanding into South America and other countries in 2024. 👀✅ 

- Pepsi has taken over the deal for their whole distribution globally, they have all the cold door access in every gas station in the US. And Celsius is a killer Amazon seller! ✅

- Their TikTok social strategy is excellent and they have the best team behind them. ✅

- Trucking costs from distributors are way down and the cost of aluminium cans have come way down to leave phatttt margins over 45%.

- Blowout earnings and just more to come! Go big on this stock, either a good concentrated position for years to come or dollar cost average yourself in! And you’ll be compounded into a millionaire with this one! 🎉🎉🎉🎉🎉

LITTLE BITS 😎

For those that don’t understand Crypto, and specifically NFTs, and why they’re such incredible investments. It’s to do with your broken frame of perceived value and understanding what Veblen goods are:

A good for which demand increases as the price increases. Veblen goods are typically high-quality goods that are well made, exclusive, and a status symbol. Veblen goods are generally sought after by affluent consumers who place a premium on the utility of the good.

A Taylor Swift song is the best investment advice for 2024, Goldman Sachs says

Some advice:

- Walk and talk meetings are underrated. With fresh air and exercise, you are more creative. The result = better ideas and more open conversations.

- Schedule 30 minute meetings not 1 hour meetings. You get through just as much.

- Show up to meetings with small gifts. The ROI is massive. I learned this when I got close with several Japanese people. They rarely come empty handed. It means a lot to people and will be memorable.

NOSTALGIA OF THE DAY

Crypto Market & NFT News

We’ve Been On A Roll With Crypto Calls And Trades Lately, Are We All Happy Making Money?? You Want More??

If you haven’t been in this market recently with us, this is your wakeup call!

Indulge me, I’m gonna take a victory lap! We’ve clocked over 8000% in compounded returns this month (that was 1000 away from a Dragonball-Z meme…😔)🎉🎉🎉

- Have you been stacking Eth like we told you? Good keep doing it, this is idiot’s insurance. It’s over $2000 now.

- Did you see all the rare and variant blue chip NFTs selling? We are so back babyyyyy, we called the exact bottom of the market with the release of that Rolling Stones article! Start buying.

- Did you buy Grok?? Grok2.0? Leeroy? Truck? AnyYyYyYy of the tokens we called? Like your drunken daddy throwing beer bottles at the dog, we don’t miss👀…..call your therapists while you’re at it.

- We just made a killing on $WEB this week but it was too early for the newsletter, guess you’ll have to wait for the private group for more regular calls. 😉

Me seeing a new crypto trade with great fundamentals……..

⚡ Do more of the same for success in the coming months, between now and the Bitcoin halving this is your accumulation phase. Start the clock. Buy your favourite blue-chip NFTs, buy Eth, and take risk with interesting new alts!

⚡ Big caps looking good: $HBAR looks good short term for great continuation $0.087, so does $LINK.

⚡ Small volatile alts to DYOR on that we like:

$ASSBURGERS (speaks for itself and the community meme game is chef’s kiss),

$PROPHET is at ATH again,

$WEB is a good play once Elon announces the product he just registered with the same name, but risky until then (remember this call when it eventually happens),

$MYRO the new Solana meme-coin which is riding nicely from Solana’s newfound attention after Sammy went to jail.

We’ve also seen whale wallets buying up $SPECTRE AI token, and $0X0000AI, we may enter this week!

Wealth Building, Personal Finance Hacks & FAT FIRE

How many times have you heard news recently about a potential housing market crash……..

And these are all just since last month! This type of speculation and news is everywhere and it’s why it’s so important when reading the market to keep your head on and keep some key principles in mind.

Be careful of what is just noise. People have been predicting the sky is falling since the dawn of time. Even a broken clock is right twice a day. It feels like I’ve been hearing people call for a housing market crash for years and years and that what was when prices were 25% lower than now!

This isn’t to say it definitely isn’t going to crash, but will it soon? It may crash in 10 years and these people will run to tell you how right they are. 🤦‍♂️ You should have a robust macro framework and always look at the big picture. 🖼

What is the motivation behind the people communicating the information? And when this is online articles you can be sure one of the main motivations is clicks and engagement. And do you know what get’s people clicking? Fear and sensationalism.

Zooming out and keeping a macro outlook here’s some interesting data. 👇

How house prices have held up in every recession since 1960 in the US

A little surprising right?

And 2008 is the exception - as it was a bad housing market which caused the recession in the first place!

So in a recession the housing market has historically held up alright. And the only time it hasn’t was caused by a structurally toxic housing market in itself. That means for housing prices what we should mainly examine is the housing market alone right?

And fundamentally can you see the demand for housing disappearing? Interest rates have jumped, as a result housing sales have dipped, yet employment is booming and GDP is still growing.

Unless house prices see a serious drop in this environment, the alternative is interest rates drop again, and all I can see then is a further increase in housing prices as demand spikes with everyone who’s been waiting on side-lines runs in to buy on lower rates.

So is the housing market fundamentally in such a bad position? Well it’s a hell of a lot different than 2008 anyway…..

Homebuyers in 2008 had terrible credit scores. Home buyers now have around x3 the credit score!

Time and time again, and all the trends reflect this - property is a solid asset class. It’s got a fundamental demand and a quality property is a quality property. There’s always a lot of noise but I’d sure rather have my piece of the pie than be stuck forever renting watching on the side as others accumulate all the good ones. 🏠

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)

“Net Return" refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the date the sale is consummated. IRR may not be indicative of Masterworks paintings not yet sold and past performance is not indicative of future results. See important Regulation A disclosures at masterworks.com/cd.