Michael Burry's Wine Hedge: Compelling Macro, Ugly Transaction Math
TL;DR: Michael Burry published a Substack post on September 11, 2026, arguing that fine Bordeaux sitting in a London bonded warehouse is a short position on the US dollar , a real-asset hedge against
The $95M Fund Betting on Texas Power Queue Collateral
Dynamix Capital Partners has closed the SSSC Batch Zero Fund, a $95 million vehicle engineered to post security deposits on behalf of landowners and developers competing for power allocations in ERCOT
Water Rights and Mineral Rights: The Physical Alternative Assets Most Accredited Investors Never Consider
Water rights and mineral rights are two of the most overlooked physical asset classes available to accredited investors. Each can be owned and traded separately from the land itself, each can...
Timberland Investing Explained: How TIMOs, Direct Land, and Timber REITs Actually Work
TL;DR: A TIMO (Timber Investment Management Organization) is a professional manager that buys, grows, and harvests timberland for investors. Pension funds and endowments have used them since the 1970s, and the NCREIF...