Archive - Fallacy Alarm

September 2025

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 •

20 companies with amazing operating leverage

Let me know which ones you would like to see covered in more detail.

Sep 22 •

September 2025 Market Strategy

The Institutional Investor pain train is approaching the final station.

Sep 16 •

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 •

Revisiting goeasy (incl. updated workbook)

Would you like to buy SoFi stock at $6? Or Affirm at $13?

Sep 9 •

How much dotcom is in AI?

There are important parallels between the current data center build-out and the glass fiber investments of the 1990s.

Sep 3 •

August 2025

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts