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An alternative to hard seltzer |
Invest in a premium blue agave cocktail brand |
After our first investor trip to Mexico, one thought kept bubbling up: |
| ❝ | | | Agave is such a great ingredient. How come more companies don't use it? |
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As it turns out, one premium cocktail company is indeed using blue agave. They're called Melograno, and we met the team on our investor trip to Nashville. |
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Melograno delivers innovation in the RTD category on the leading edge of global and consumer trends: non-carbonation, healthy lifestyle, premiumization, and natural, “Better for You” ingredients. |
Melograno is currently raising a round of funding to expand the brand further. We don't normally offer RTD opportunities, but this is definitely one to look at. |
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📰 Market Headlines |
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Markets rallied sharply after the Fed held rates steady and maintained its forecast for two cuts this year. |
The Nasdaq led gains with a 1.4% surge, while the S&P 500 climbed 1.1% and the Dow advanced 0.9%. The Fed cut its 2025 growth forecast to 1.7% and raised inflation projections to 2.8%. |
President Trump fired two Democratic FTC commissioners. |
Boeing stock surged 6.8% after its CFO said cash burn this year would be hundreds of millions lower than expected. |
President Trump, AOC, and Bernie Sanders backed a 10% cap on credit card interest rates. |
A Financial Times investigation shows $1.4 billion is missing from Tesla’s books. |
🏦 Alternative investing news |
State Street and Apollo are launching the $PRIV ETF: The first ETF offering exposure to private credit. |
It’s interesting how private credit and bank lending are becoming exactly the same thing.. |
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How well will Apollo's liquidity solution work? Will this encourage other firms to start their own private credit desks? Can this model be the silver bullet for listed alts? |
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📊 Ideas, trends, and analysis |
SEC's whistleblower program surged 830% since inception, awarding $255 million in 2024 alone. The Fed held rates steady for the second meeting in a row |
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🧠 Make yourself heard |
According to Billy McFarland, Fyre Festival 2 is 'moving forward' in Isla Mujeres, Mexico. |
Tourism officials, however, say this is an event that ‘does not exist.' |
Would you buy tickets to Fyre Festival 2? |
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😱 Fear and Greed Index |
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| Market Twists & Turns | Market Twists & Turns: Buy and Sell Opportunities You Can’t Afford to Miss | bravocycles-newsletter-market-timing.beehiiv.com/subscribe?_bhba=b548d37e-aedc-422c-b405-1f5f7a551b0c |
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Here are some other ones popular with Stocks & Income readers: | Explore → |
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Earnings |
General Mills beat Q3 earnings; shares tumbled 2.4%. Williams-Sonoma reported a Q4 estimate beat; shares plunged 5% on weak guidance projecting full-year revenue between. |
Market movers |
Amazon lost its appeal against an $812 million Luxembourg privacy fine. Amtrak's CEO Stephen Gardner resigned after the White House demanded leadership changes over safety concerns. SoftBank acquired Ampere Computing for $6.5 billion. Boeing's Starliner troubles continue as NASA considers requiring a third uncrewed test flight after propulsion system failures. Microsoft appointed longtime HR chief Kathleen Hogan as its new strategy leader to navigate the AI era. |
📊 Crypto | XRP rose 10% as the SEC dropped its Ripple appeal, ending a four-year legal fight. Stuttgart’s Swiss unit won approval for an Ethereum-based trading system, enabling direct settlement of tokenized assets without intermediaries. Canary Capital filed its sixth crypto ETF, this time for Sui. |
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🌍 Global Perspectives | | 🇨🇦 🇨🇳 China executed Canadian citizens, sparking strong condemnation from Canada’s foreign affairs ministry. 🇹🇷 Turkish authorities detained Istanbul’s mayor on corruption charges, sending the lira down 12% to a record low. 🇩🇰 🇺🇸 Danish consumers launched a major US product boycott, with supermarkets labeling European-made goods. 🇨🇩 🇷🇼 Rwanda-backed M23 rebels seized Walikale, a key mining town in Congo, despite ceasefire calls. |
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🎤 What you said last time |
Y’all called it 🫡 |
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What you had to say: |
“Some form of consistency is all the market needs to regain its footing.” |
🧠 Miscellanea | Scientists launched a massive cat DNA project to analyze feline behavior, targeting 100,000 samples by 2026. China's lunar mission confirmed the moon's far side was once a magma ocean, returning nearly 2 kg of samples. Physicists at WashU created time crystals in diamonds, a breakthrough for quantum computing. |
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📺 What to Watch Today |
| Physicists Bend Time Inside a Diamond, Creating a Brand-New Phase of Matter |
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That’s all for today. Did I miss anything? Smash the reply button to let me know. | Or find me in the Alts Community. | Cheers,
Wyatt |
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