Fallacy Alarm

Fallacy Alarm

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🔎adidas: Supershoe = Superstock?🏃
Nike stock tripled when it dominated road running the way adidas is dominating right now. Yet adidas gets no love from investors. Its stock is trading…
 • Rene Bruentrup
🔎The truth about the strong credit impulse.
Why are bank loans growing so much when the housing market is frozen, consumer confidence is poor and the labor market is not creating new jobs?
 • Rene Bruentrup
🔎The Real Estate comeback will still be huge.
Capitulation in progress...
 • Rene Bruentrup
🔎April 2026 Market Strategy 🇺🇸
Time to bet on the American consumer!
 • Rene Bruentrup
🔎Do we have a bubble in premium brick-and-mortar?
Their stocks are soaring. But it's primarily multiple expansion, not positive business inflection. Some of them are extremely well managed. But they are…
 • Rene Bruentrup
🔎The death of consumer brands?💀
The entire sector is haunted by social media, AI and the success distributors have with their own labels. Many large brands are struggling. But there is…
 • Rene Bruentrup
🔎Let's talk about oil.🛢️
Its price will likely stay elevated for longer. This will hurt everyone. But the US may be a relative winner. The next forced asset rotation cycle is…
 • Rene Bruentrup
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
Latest single stock research
adidas
Aurora Innovation
Airbnb
B Riley Financial
Better Home & Finance
Big Tech
BYD
Cal-Maine Foods
Carvana
CBIZ
Cerebras
Costco/Walmart
CRISPR stocks
Eli Lilly/Novo Nordisk
EQT
Garmin/Strava
goeasy
InMode
Meta
MicroStrategy
Nike
Nuscale/Oklo
Nutrien/CF Industries/Mosaic/FMC
NVIDIA
Opendoor Technologies
Oracle
Peabody
Rocket Companies
Root/Lemonade
Sartorius
SQM/Albemarle
Summit Therapeutics
Tesla
Toyota
UnitedHealth

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