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Anthropic's 🖕to every one of us
A Californian judge just validated the industrialized IP theft of the AI industry.
Jun 25
•
Rene Bruentrup
9
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Anthropic's 🖕to every one of us
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I'd stay far away from UnitedHealth.
Most people buying the dip have in my opinion zero idea what they are getting into.
Jun 24
•
Rene Bruentrup
18
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I'd stay far away from UnitedHealth.
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Rent vs. buy: Housing's most misunderstood aspect
Returns can only be compared in conjunction with risk. Homeownership can be used as a tool to derisk an important area of life to create room for…
Jun 23
•
Rene Bruentrup
9
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Rent vs. buy: Housing's most misunderstood aspect
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Enough with the Fear Porn already.
Mar 12, 2023
•
Rene Bruentrup
22
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Enough with the Fear Porn already.
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Should we be concerned about a potential crash of the Treasury Market?
May 12
•
Rene Bruentrup
17
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Should we be concerned about a potential crash of the Treasury Market?
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The US administration wants rates down.
Mar 7
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Rene Bruentrup
17
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The US administration wants rates down.
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This is where 2023 differs from 2008.
Jul 18, 2023
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Rene Bruentrup
19
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This is where 2023 differs from 2008.
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Let's try to contextualize DeepSeek.
Jan 27
•
Rene Bruentrup
14
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Let's try to contextualize DeepSeek.
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A closer look at stock bond correlation
Dec 28, 2023
•
Rene Bruentrup
19
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A closer look at stock bond correlation
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June 2025 Market Strategy
Bulls and bears caught in a limbo.
Jun 18
•
Rene Bruentrup
6
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June 2025 Market Strategy
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Artificial Intelligence vs. Intellectual Property
Much of AI is not about generating new knowledge, but about distributing existing knowledge in new form. That creates copyright conflicts. And it…
Jun 14
•
Rene Bruentrup
7
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Artificial Intelligence vs. Intellectual Property
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Energy: When will it finally get some investor love?
The more hated it gets, the more compelling it becomes as a hedge should the technology driven bull market unravel. Oil and gas are still serving an…
Jun 10
•
Rene Bruentrup
5
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Energy: When will it finally get some investor love?
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Trump vs. Musk
Their feud poses a serious risk for the Big Beautiful Bill which might hurt fiscal liquidity creation. But for Tesla investors, it would be positive in…
Jun 6
•
Rene Bruentrup
10
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Trump vs. Musk
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What's the signal in the weakness of the US Dollar?
It could mark the exhaustion of the Fed SuperCycle as foreign demand for US assets may be waning.
Jun 5
•
Rene Bruentrup
8
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What's the signal in the weakness of the US Dollar?
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NVDA 1Q26: Still accelerating, but for how much longer?
The actual numbers and management commentary were very encouraging once again. I am however concerned that the cyclical component of this growth story…
May 29
•
Rene Bruentrup
8
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NVDA 1Q26: Still accelerating, but for how much longer?
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Is Canada's pension system contributing to its misery?
The country is investing as if it's still an export nation. However, since it's not in fact anymore, this approach drains the domestic economy of…
May 28
•
Rene Bruentrup
6
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Is Canada's pension system contributing to its misery?
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Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
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