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🔎November 2025 Market Strategy
The primary risk remains that markets continue to overweight inflation concerns while underpricing the probability of a deflationary turn.
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Rene Bruentrup
🔎Has there ever been a capex boom that didn't end in tears?
Spoiler alert: No.
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Rene Bruentrup
🔎Big Tech is uninvestable here.
Too expensive. Too much uncertainty. Too much in wrong incentives.
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Rene Bruentrup
🔎ROOT & LMND 3Q25: The best capital is no capital?🤷‍♂️
Or so it seems.
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Rene Bruentrup
🔎InMode: First the fat, then the skin.
Skin doesn't disappear as easily as fat. The GLP-1 boom should therefore trigger a boom for aesthetic treatments. This hasn't happened yet. It's a…
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Rene Bruentrup
🔎Turning tides
Don't underestimate the ongoing restructuring of the international trade system. It reverses one of the most powerful forces for asset flows and asset…
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Rene Bruentrup
🔎Cal-Maine Foods: We need eggs.
Protein is the supernutrient which makes eggs a superfood. Egg prices are volatile due to supply shocks such as the current bird flu. Cal-Maine can take…
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Rene Bruentrup
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
Latest single stock research
Aurora Innovation
Airbnb
B Riley Financial
Better Home & Finance
Big Tech
BYD
Cal-Maine Foods
Carvana
Cerebras
CRISPR stocks
Eli Lilly/Novo Nordisk
EQT
goeasy
InMode
Meta
MicroStrategy
Nuscale/Oklo
Nutrien/CF Industries/Mosaic/FMC
NVIDIA
Opendoor Technologies
Peabody
Rocket Companies
Root/Lemonade
Sartorius
SQM/Albemarle
Summit Therapeutics
Tesla
Toyota
UnitedHealth
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