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🔎AI is not about productivity gains.
At least not primarily. It's about selling.
Dec 5
•
Rene Bruentrup
9
4
2
🔎Why is gold pumping so hard?
And can that continue?
Dec 1
•
Rene Bruentrup
10
2
1
November 2025
🔎Americans have lost their mind.
You are the most privileged people in the history of mankind. Stop whining and live up to it.
Nov 26
•
Rene Bruentrup
15
7
1
🔎Always go back or never look back?
There are only two types of investors. Mr. Market will punish the larger of the two groups.
Nov 20
•
Rene Bruentrup
12
2
2
🔎November 2025 Market Strategy
The primary risk remains that markets continue to overweight inflation concerns while underpricing the probability of a deflationary turn.
Nov 19
•
Rene Bruentrup
5
🔎Has there ever been a capex boom that didn't end in tears?
Spoiler alert: No.
Nov 14
•
Rene Bruentrup
15
🔎Big Tech is uninvestable here.
Too expensive. Too much uncertainty. Too much in wrong incentives.
Nov 11
•
Rene Bruentrup
22
6
1
🔎ROOT & LMND 3Q25: The best capital is no capital?🤷♂️
Or so it seems.
Nov 6
•
Rene Bruentrup
14
1
🔎InMode: First the fat, then the skin.
Skin doesn't disappear as easily as fat. The GLP-1 boom should therefore trigger a boom for aesthetic treatments. This hasn't happened yet. It's a…
Nov 5
•
Rene Bruentrup
10
October 2025
🔎Turning tides
Don't underestimate the ongoing restructuring of the international trade system. It reverses one of the most powerful forces for asset flows and asset…
Oct 29
•
Rene Bruentrup
11
2
1
🔎Cal-Maine Foods: We need eggs.
Protein is the supernutrient which makes eggs a superfood. Egg prices are volatile due to supply shocks such as the current bird flu. Cal-Maine can take…
Oct 24
•
Rene Bruentrup
10
🔎Make Germany Investable Again.
What needs to be done? And will it be done?
Oct 21
•
Rene Bruentrup
14
2
3
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