~ March 2022 Mid-Month Updates ~

Time to relax and dive into the Rudy thought process!

READ THE ENTIRE POST.

TRUST ME.

Stock Markets and world events remain volatile with fear running wild that a recession and crash is coming. Most people appear to be spending less and have a lot of concern about inflation/gas prices. I feel, we are in a moment in time where most people are not buying or adding to any positions. The worse crashed in history tend to be unexpected and unpredictable. Not when most people say "its coming".

Magic the Gathering - Magic continues to be the slow and steady wins the long game. With all the swinging prices and fear. Almost all Bronze era sealed magic boxes are moving higher and doing it very quietly.

(War of the spark,M19,M20,Rivals,Dominaria,Guilds,Alleg,Amonkhet)

Magic the Gathering - Reserves list - Big ticket items are not appreciating much at all. Cheap RL cards and 3rd tier RL cards continue to see the most activity. (The dark,Alliances,Revised,Ice Age) I believe many of these transactions are new people wanting to be a part of the RL era. They will likely see profits as prices drift higher and they will transition to more expensive cards after getting that taste of profit.

Magic The Gathering - Kamigawa Collectors - I cant get any more supply from distribution and i expect the $230-$250 to be the bottom due to how well engineered the box is. I am trying to buy some large quantites from some of the big stores in the USA for the $220 range to offer to patrons in the future, but i wouldnt get your hopes up.

Magic The Gathering - Set vs. Draft boxes - Wotc and Mark Rosewater have confirmed Set boxes are now outselling Draft boxes. I expect the 5 year plan to phase out draft boxes to continue

Magic The Gathering - 2022 - Kamigawa set a strong tone for the year. With the products coming, i expect magic to shatter records everywhere and have a blowout year. I have increased my personal position in HASBRO corporate stock. I will continue to buy HAS stock for myself on any price dip.

Magic Sets that will be offered to the patrons at Release date in 2022.

• Commander Legends 2: Battle for Baldur’s Gate – June 10
• Unfinity – Q3/4 2022 – Delayed due to production issues. No other sets affected.
• Dominaria United – Q3 2022
• Double Masters 2  – Q3 2022
• Double Masters 2  VIP/Collector style – Q3 2022
• The Brothers War – Q4 2022
• Jumpstart 2 – Q4 2022
• Universes Beyond: Warhammer 40K – Q4 2022

I expect huge success and all kinds of chase cards + Parallel Cards + Serialized Cards + surprises.

SORCERY TCG - I announced yesterday that i will be assisting the launch of this game advising the owner on how to smoothly launch and handle the logisitics/print runs and things to keep the product "unique".

LET ME BE VERY CLEAR, I DO NOT EXPECT PRICES TO SKYROCKET ON THIS GAME. THIS IS A WELL LOVED AND UNIQUE PRODUCT FOR ADULTS TO ENJOY COMPLEX GAMEPLAY AND GET 1 EXPANSION PER YEAR.

THE ALPHA/BETA RELEASE OF THE BASE SET WILL BE VERY LARGE WITH OVER 400+ CARDS SO IT WILL BE DIFFICULT TO GET THEM ALL.

I DO EXPECT THE HIDDEN CARDS AND SURPRISE ITEMS TO BE VERY VALUEABLE AND SOUGHT AFTER. THEY WILL BE VERY TOUGH TO FIND. NO DETAILS ON ANYTHING WILL BE REVEALED BY THE COMPANY AND IT WILL BE UP TO THE PUBLIC TO DISCOVER AND FIGURE THINGS OUT.

THE COMPANY WANTED ME TO ANNOUNCE MY INVOLVEMENT WITH THE GAME DURING THE KICKSTARTER TO PREVENT ANY EXTREME BUYOUT OR INCREASE OF THE PRICE OF THE ALPHA BOXES AFTER THE KICKSTARTER ENDED. THIS ALLOWS MORE PEOPLE TO JOIN IN EARLY AND CREATES A MORE ACCURATE PRINT RUN FOR THE PEOPLE INTERESTED.

MY COMPENSATION FROM THE COMPANY IS A COUPLE FREE CASES OF BOOSTER BOXES FOR FUTURE BOX OPENINGS AND FOR MYSELF. IN ADDITION, THE EXCLUSIVE ACCESS TO ALTERNATE ART PROMOS/PLAYMATS TO RUN PATRON SPECIALS ONCE PER CALENDAR YEAR. NO CASH OR OWNERSHIP HAS CHANGED HANDS.

Pokemon - I believe we have exited the weakness from Q4 of 2021 and have started pushing higher again on all sealed product. I feel things are back to normal with pricing around $100-$150 for new product and $90-$100 for the "weaker" sets like battle styles/chilling reign. Most people will feel like this is a bad market and bad pricing but this is back to normal pre-2020 pricing standards.

Pokemon - Graded Singles - No change, stay away. 1,000,000+ graded PSA/BGS card backlog has not fully hit the market still. walk away. Run. Hide.

Pokemon - Sealed product - I like all Sealed new pokemon product and plan to keep a position in all sealed moving forward, no matter the price increase or decrease.

Pokemon - Chilling Reign - is my largest position at 3,000 booster boxes and i will wait until the market flushes out and everyone gives up. I expect this to take 3 years.

Pokemon Evolving Skies - Without any reprint in sight, this item can go to $200-$300 a box. The only thing stopping it would be a new injection of supply.

Metazoo - Wilderness - excitement is very very high. I get a lot of messages every day waiting for the launch. The price point will be the same $500-$599 range price range. The kits include 2 of every 1st edition item and exclusive promos. I believe this has the best Metazoo Playmat i have seen to date. More information will be avilable as we approach the 24 hour notice.

Metazoo - Economy - I believe the prices have finally stabilized for Metazoo. I Dont see huge upticks or crashing coming right now. People looking to buy a $569 kit and double there money will be disappointed and angry at all collectibles in 2022. We have returned to a normal collectible marketplace with normal price movements. This feels like 2019. This is a good thing.

FaB - Economy -  Gameplay and organized play continue to be the companies objective. They are very successful at the player base and actual gameplay. Cold foils/Sealed product and the investor side of the economy remains bearish. Until the company announced FaB 2.0 or a catalyist, nothing will change and everything will remain flat to negative.

FaB 2.0 - This is the moment coming up within the next 30 days that is going to be huge for the game. I feel this is going to be the fork in the road that sets the tone for the future. Fingers crossed it is successful for everyone.

FaB - Sealed Boxes - With monarch 1st edition print run information coming out within the next 60 days, this is another big event that will make or break the direction of sealed box prices for all sets. If the print runs are tight and "respected" i expect all products (Mon/ToA/EVE) to firm up and stabilize. Many Stores and investors/collectors want proof the company can manage the print runs.

If the market feels LSS is out of touch, expect things to get far worse across the board.

If the market feels the print runs are too high and mis-managed, all FaB items will drop. Everything from playmats,Gemkeeper promos,Cold foils,Sealed boxes...everything!

All the ships will go down together and it will be a very sad day.

FaB - Rudys Opinion - I remain optimistic that LSS/James have a plan and will keep things moving forward and they know what they are doing. Transition periods like this, can be difficult and confusing. I remain hopeful but do have concerns. We will know within 90 days. I continue to by Cold foil collections at 51%-59% of sold prices.

Force of Will CCG - I have no idea what happened with my last Patron sale on this set. I had about 400 boxes and only sold around 100 boxes. This is the least amount of FoW boxes i have ever sold on a new release.

Force of Will - Game of Gods Reloaded - The most recent release was offered to the patrons at about $79-$89 shipped depending on quantity purchased. The market has been wiped out and TCGplayer is now at $110.00+ a box already. I have no idea why the patrons rejected this product...lol.....it happens.

Alpha Investments 6.9 Year Anniversary Launch - This is becoming the speculation center of the internet. I am going all out on this product and pushing it to the extreme. I want it to be so over the top, it gets covered on every private facebook group/discord/youtube channel in the industry.

This item will have a LOT of components inside of it.

It is packaged like a FROM THE VAULT product with magnetic close lid.

This is an ACTUAL SEALED PRODUCT with actual holographic Seals that say Alpha investments and change color and go Void once tampered with.

Estimated final cost to produce all items inside could top $700,000.00 depending on the finalized version next month. The Magic The Gathering Component is the most expensive. Followed by the Flesh and Blood items, then Metazoo and Accessory items.

This item represents a celebration of the CCG world and 6.9 years on Youtube.

Target launch date is the end of April of 2022.

Price point is undecided but the original idea was $699.69

Gemkeeper discount is VALID on this item.

Conclusion - The world continues to be unpredictable and more volatile than ever. Prices on food and fuel continue to hit record highs. Rent and housing continues to push higher.

I personally think we see a "LEVEL OFF" on inflation and housing prices in the coming year caused by TONS of interest rate increases from the Federal reserve/Government.

KEEP IN MIND, 2 YEARS AGO, WAS THE CRASH OF 2020 IN MARCH.

We are still coming out of an equity/housing/collectible crash. i personally do not expect a repeat.

I expect the fear of another crash to hold back most normal working people.

I expect the fear of another variant or war to hold back most people from making large purchases or investments.

I expect by the time that fear cools off....stock prices and collectible prices will be at record highs again.

I expect the public to continue to judge me based on the price swings on any item i sell in the short term. Focusing the highest on any item that drops in price as fuel to direct anger.

I expect the public to ignore any positive events or success stories that could place anyone in a positive light.

I expect most people will NEVER EVER experience investing success because they dont have the patience to wait.

Many times the best financial choice is to wait and do nothing at all.

Failing and being wrong is an important component of life.

Regrets and fear will haunt you for ever.

I am honored to have your support  

-Rudy 🐈

I am assisting Alta Fox Capital