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What are the economics of the AI industry?
The gold found in the ground is currently far from paying for the shovels.
Jul 11
•
Rene Bruentrup
8
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What are the economics of the AI industry?
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Meta just bought into EssilorLuxottica.
Metaverse in Reverse getting serious.
Jul 8
•
Rene Bruentrup
10
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Meta just bought into EssilorLuxottica.
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Is the Buffett Indicator any good?
It does in my opinion indeed indicate that corporations are overearning and investors are overpaying.
Jul 7
•
Rene Bruentrup
10
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Is the Buffett Indicator any good?
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Enough with the Fear Porn already.
Mar 12, 2023
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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
•
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
•
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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Are Republicans overplaying their hand?
They are promising opportunities to grow and make money. I am not sure if many people are onboard with that.
Jul 4
•
Rene Bruentrup
9
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Are Republicans overplaying their hand?
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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
12
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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
19
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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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June 2025 Market Strategy
Bulls and bears caught in a limbo.
Jun 18
•
Rene Bruentrup
8
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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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