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🔎A sober look at Canadian real estate.
Plus a few words on CAPREIT.
 • Rene Bruentrup
🔎Quick update on RKT and BETR
Both are patiently waiting for the inevitable resurrection of the housing market. Better's setup is particularly compelling. Mgmt used the hype to…
 • Rene Bruentrup
🔎December 2025 Market Strategy
In my November 2025 Market Strategy, I continued to highlight the overcrowding in the Debasement Trade which overemphasizes inflation concerns and…
 • Rene Bruentrup
🔎Yenageddon?
The currency is already dramatically undervalued against the Dollar. But it keeps falling even with surging interest rates. Where will this end?
 • Rene Bruentrup
🔎AI is not about productivity gains.
At least not primarily. It's about selling.
 • Rene Bruentrup
🔎Why is gold pumping so hard?
And can that continue?
 • Rene Bruentrup
🔎Americans have lost their mind.
You are the most privileged people in the history of mankind. Stop whining and live up to it.
 • 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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