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How strong is the US labor market?
And how will it impact Fed policy?
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Fallacy Alarm
Cerebras IPO: Launching the next phase of the AI bubble.
The first true AI pure play is going public. How much is substance and how much is hype?
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Fallacy Alarm
2
EQT is an insurance company
The relevance of natural gas for baseload power burn will diminish as the renewables expansion progresses. This alters the nature of gas producers. They…
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Fallacy Alarm
2
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Enough with the Fear Porn already.
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12
This is where 2023 differs from 2008.
 • Fallacy Alarm
20
A closer look at stock bond correlation
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2
Time to fertilize my portfolio
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2
The fate of this bull market
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The state of macro: A nuthouse with no hope?
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11
The Great Decoupling
With its economic model busted, China has to reinvent itself. They have chosen to do that by severing their symbiotic relationship with the West.
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Fallacy Alarm
September 2024 Market Strategy
Betting against recession fears is possibly the easiest way to generate alpha in the fall of 2024.
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Fallacy Alarm
6
SMMT: Earthquake in the pharma industry
Summit is cooking a new blockbuster drug. Scientists are exhilarated, outsiders are baffled and insiders a betting big.
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Fallacy Alarm
The rise and fall of Germany after 2000
The economic model is broken due to external factors and incredible blunders in economic policy. Spirits are low. But I think people still underestimate…
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Fallacy Alarm
When you think about fossil fuels, think storage, not generation.
Fossil fuel consumption will fall as renewables continue to proliferate. But their economic importance will prevail because their energy storage…
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Fallacy Alarm
4
RILY: What's up with the most hated stock on Wall Street?
Short sellers are preying on a company that seems to be more dead than alive. Excessive risk taking and PR issues due to fraud allegations have taken…
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Fallacy Alarm
Is 'Violence' the ultimate tail risk?
The West is giving up Christianity which weakens people's ability to forgive each other & themselves. Obsessed about group justice and confused about…
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Fallacy Alarm
7
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
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