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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…
 • 
Rene Bruentrup
2
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…
 • 
Rene Bruentrup
Trump vs. Musk
Their feud poses a serious risk for the Big Beautiful Bill which might hurt fiscal liquidity creation. But for Tesla investors, it would be positive in…
 • 
Rene Bruentrup
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Enough with the Fear Porn already.
 • Rene Bruentrup
12
Should we be concerned about a potential crash of the Treasury Market?
 • Rene Bruentrup
1
The US administration wants rates down.
 • Rene Bruentrup
This is where 2023 differs from 2008.
 • Rene Bruentrup
20
Let's try to contextualize DeepSeek.
 • Rene Bruentrup
2
A closer look at stock bond correlation
 • Rene Bruentrup
2
What's the signal in the weakness of the US Dollar?
It could mark the exhaustion of the Fed SuperCycle as foreign demand for US assets may be waning.
 • 
Rene Bruentrup
NVDA 1Q26: Still accelerating, but for how much longer?
The actual numbers and management commentary were very encouraging once again. I am however concerned that the cyclical component of this growth story…
 • 
Rene Bruentrup
Is Canada's pension system contributing to its misery?
The country is investing as if it's still an export nation. However, since it's not in fact anymore, this approach drains the domestic economy of…
 • 
Rene Bruentrup
Stupid German Money
How you own the world and still lose.
 • 
Rene Bruentrup
Is BYD what Tesla wants to be?
For 30 years, the company has demonstrated exactly what many consider the DNA of Tesla: vision, courage and relentless execution. There is signal in…
 • 
Rene Bruentrup
1
How much I is in AI?
And what does that mean for the economy and for us?
 • 
Rene Bruentrup
7
May 2025 Market Strategy
If in doubt, go long?
 • 
Rene Bruentrup
6
Fallacy Alarm
Fallacy Alarm
Blending single stock, macro and thematic research into powerful bull and bear cases.
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