Fallacy Alarm

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🔎From Bootstrapping to Bitcoin Yield to Popularity Yield
How the pumpers of the 2020s are learning from the pumpers of the 1960s. It looks different in every era. But in the end it's always the same.
 • Rene Bruentrup
🔎June 2026 Market Strategy
Don't miss the greatest asset rotation since early 2023.
 • Rene Bruentrup
🔎Are US health insurers defrauding tax payers?
They are gaming the healthcare system, extracting trillions of Dollars from tax payers. Instead of fighting back, people prefer to join the looting of…
 • Rene Bruentrup
🔎American Exceptionalism
What it really is. How it has evolved over time. And why understanding it matters.
 • Rene Bruentrup
🔎Are these the final innings of the ETF bubble?
Probably not. But I feel the time has come to protect oneself from getting caught in its aftermath.
 • Rene Bruentrup
🔎JACK: Massive short squeeze in the making?
It's GAAP profitable in spite of its restructuring program. It's trading at 2x P/E. And it's one of the most shorted stocks in the US.
 • Rene Bruentrup
🔎May 2026 Market Strategy
Another Black Monday in the making?
 • Rene Bruentrup
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
Latest single stock research
adidas
Aurora Innovation
Airbnb
B Riley Financial
Better Home & Finance
Big Tech
BYD
Cal-Maine Foods
Carvana
CBIZ
Cerebras
Costco/Walmart
CRISPR stocks
Eli Lilly/Novo Nordisk
EQT
Garmin/Strava
goeasy
InMode
Meta
MicroStrategy
Nike
Nuscale/Oklo
Nutrien/CF Industries/Mosaic/FMC
NVIDIA
Opendoor Technologies
Oracle
Peabody
Rocket Companies
Root/Lemonade
Sartorius
SQM/Albemarle
Summit Therapeutics
Tesla
Toyota
UnitedHealth

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