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🔎Aurora Innovation: Robotruck opportunity
A clear technological and commercial frontrunner with a total addressable market ten times bigger than robotaxis. And Mr. Market doesn't care much yet.
Oct 16 • 
Rene Bruentrup
6
2
October 2025 Market Strategy
The Great Debasement Trade. How it came to be. Why it went too far. And how it will likely unwind.
Oct 14 • 
Rene Bruentrup
10
This Is A Meme's World.
The dangerous game of volatility harvesting in the world's hottest market segment.
Oct 12 • 
Rene Bruentrup
8
Most Popular
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Enough with the Fear Porn already.
Mar 12, 2023 • Rene Bruentrup
23
12
I'd stay far away from UnitedHealth.
Jun 24 • Rene Bruentrup
20
12
The US administration wants rates down.
Mar 7 • Rene Bruentrup
19
This is where 2023 differs from 2008.
Jul 18, 2023 • Rene Bruentrup
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20
Should we be concerned about a potential crash of the Treasury Market?
May 12 • Rene Bruentrup
17
1
Let's try to contextualize DeepSeek.
Jan 27 • Rene Bruentrup
14
2
When Dollar Short-Squeeze?
Endless liquidity creation incentivizes investors to overown assets and underown cash. Market forces will have to heal these portfolio imbalances…
Oct 6 • 
Rene Bruentrup
21
Biotech Compendium: Gene Therapy
One of humanity’s boldest technological frontiers. Overlooked by investors, but advancing rapidly and with the potential to lift the entire industry.
Oct 1 • 
Rene Bruentrup
11
4
Peabody: A stealth play on AI power? (incl. Excel workbook)
Coal could stage a comeback to facilitate the data center build out because other energy sources won't be able to. The company could then earn its…
Sep 26 • 
Rene Bruentrup
14
2
20 companies with amazing operating leverage
Let me know which ones you would like to see covered in more detail.
Sep 22 • 
Rene Bruentrup
13
11
September 2025 Market Strategy
The Institutional Investor pain train is approaching the final station.
Sep 16 • 
Rene Bruentrup
10
3
What the heck is going on with Oracle?
It doesn't matter whether you care about this stock or not. The news coming out of it are a must-know for anyone interested in financial markets or the…
Sep 14 • 
Rene Bruentrup
17
2
Revisiting goeasy (incl. updated workbook)
Would you like to buy SoFi stock at $6? Or Affirm at $13?
Sep 9 • 
Rene Bruentrup
9
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
Latest single stock research
Airbnb
B Riley Financial
Better Home & Finance
BYD
Carvana
Cerebras
Eli Lilly/Novo Nordisk
EQT
goeasy
Meta
MicroStrategy
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Nutrien/CF Industries/Mosaic/FMC
NVIDIA
Opendoor Technologies
Rocket Companies
Root/Lemonade
Sartorius
SQM/Albemarle
Summit Therapeutics
Tesla
Toyota
UnitedHealth

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