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May 2025 Market Strategy
If in doubt, go long?
 • 
Rene Bruentrup
Should we be concerned about a potential crash of the Treasury Market?
No, you should worry when it rallies.
 • 
Rene Bruentrup
1
Root 1Q25: Reigniting the growth engine (incl. Excel Workbook)
The company reported an impressive 37% YoY revenue growth and confirmed its record low loss ratio. Most exciting to watch will be whether the Carvana…
 • 
Rene Bruentrup
4
Airbnb Update: The longer the base...
...the bigger the breakout? The company is still one of a kind, a category definer consolidating the travel & hospitality space with adaptability…
 • 
Rene Bruentrup
Root 1Q25 earnings preview
What I will be focusing on in my earnings review. What a cross-read from the earnings of Allstate, Progressive and GEICO signals for the company.
 • 
Rene Bruentrup
If I wanted to bet on humanoids, I'd buy Meta.
They are willing and able to bet on disruptive innovation. And their AI infrastructure and AR expertise provide the tools needed to excel in making real…
 • 
Rene Bruentrup

April 2025

The Great American Buy-In
How the rest of the world poured capital into the US and made Americans rich.
 • 
Rene Bruentrup
4
Canada is in one of its greatest ever economic crises - and doesn't seem to realize it.
The Bank of Canada is strangulating the economy without realizing it and Canadians will reaffirm the federal government tomorrow that has sleepwalked us…
 • 
Rene Bruentrup
4
How is the US labor market doing?
For years the US job market has been very strong which encouraged tighter monetary policy. Are withheld tax receipts now slowing down to serve as the…
 • 
Rene Bruentrup
1
Are we dealing with Bond Pain Trade 2.0?
Institutional investors have allegedly swapped their stocks for bonds again. The last time they did so, a violent bull market ensued. But fundamental…
 • 
Rene Bruentrup
2
April 2025 Market Strategy
Investor derisking and fiscal flow seasonality might help the stock market to continue its bounce for a month or so. Beyond that, I remain unconvinced…
 • 
Rene Bruentrup
Can't China just open its financial gates and win this?
They could try to attract the foreign capital that America doesn't want anymore. It's a risky move, but it's what the CCP might already be working on.
 • 
Rene Bruentrup
4
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