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We won't cure cancer if we don't understand it.
Technology has its place in the solution. But we need to address it mentally as well.
Aug 28
•
Rene Bruentrup
8
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We won't cure cancer if we don't understand it.
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6
Better than Rocket?
This mini mortgage originator is showing promising signs in its income statement. And its valuation is pitifully low. The ingredients for a great story…
Aug 18
•
Rene Bruentrup
7
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Better than Rocket?
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Opendoor is mooning.
A real turnaround in the making or just another meme stock squeeze?
Aug 16
•
Rene Bruentrup
12
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Opendoor is mooning.
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Enough with the Fear Porn already.
Mar 12, 2023
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Rene Bruentrup
23
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Enough with the Fear Porn already.
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I'd stay far away from UnitedHealth.
Jun 24
•
Rene Bruentrup
20
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I'd stay far away from UnitedHealth.
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The US administration wants rates down.
Mar 7
•
Rene Bruentrup
19
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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
20
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This is where 2023 differs from 2008.
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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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Let's try to contextualize DeepSeek.
Jan 27
•
Rene Bruentrup
15
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Let's try to contextualize DeepSeek.
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August 2025 Market Strategy
Institutional investor capitulation in full swing. Could reach its climax with the next rate cut in the fall.
Aug 13
•
Rene Bruentrup
8
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August 2025 Market Strategy
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ROOT 2Q25 earnings review
Served with a bit of Lemonade.
Aug 6
•
Rene Bruentrup
10
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ROOT 2Q25 earnings review
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RKT 2Q25: Still in hibernation.
But the story has potential to make people excited.
Aug 4
•
Rene Bruentrup
4
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RKT 2Q25: Still in hibernation.
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The Momentum Bubble
Endless passive investment flows validate any prior price, no matter how ridiculous. This amplifies mispricing and makes betting on Momentum a winning…
Aug 1
•
Rene Bruentrup
15
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The Momentum Bubble
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Sartorius: When will it finally recover?
One of Germany's most glorious stock performances ever has come to an abrupt halt. However, the company's future remains bright. At some point, its…
Jul 30
•
Rene Bruentrup
8
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Sartorius: When will it finally recover?
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Small Modular Reactor stocks are a SCAM.
NuScale and Oklo likely won't be able to deliver on their promises. And even if they do, their technology won't matter much. Certainly not for AI. It's…
Jul 22
•
Rene Bruentrup
12
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Small Modular Reactor stocks are a SCAM.
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July 2025 Market Strategy
Three years? Nope. Three months? Dope.
Jul 17
•
Rene Bruentrup
14
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July 2025 Market Strategy
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Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
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Airbnb
B Riley Financial
Better Home & Finance
BYD
Carvana
Cerebras
Eli Lilly/Novo Nordisk
goeasy
EQT
Meta
MicroStrategy
Nuscale/Oklo
Nutrien/CF Industries/Mosaic/FMC
NVIDIA
Opendoor Technologies
Rocket Companies
Root/Lemonade
Sartorius
SQM/Albemarle
Summit Therapeutics
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Toyota
UnitedHealth
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