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🔎Are these the final innings of the ETF bubble?
Probably not. But I feel the time has come to protect oneself from getting caught in its aftermath.
Jun 1
•
Rene Bruentrup
15
4
May 2026
🔎JACK: Massive short squeeze in the making?
It's GAAP profitable in spite of its restructuring program. It's trading at 2x P/E. And it's one of the most shorted stocks in the US.
May 26
•
Rene Bruentrup
14
2
🔎May 2026 Market Strategy
Another Black Monday in the making?
May 20
•
Rene Bruentrup
13
10
🔎Whirlpool: The best bet on a revival of the housing market?
The stock is trading at less than 3x mid-cycle earnings and the company has a distinct competitive advantage through their domestic manufacturing…
May 15
•
Rene Bruentrup
13
4
1
🔎ROOT 1Q26: Time to load the boat.
The company posted fantastic results. The business is reaccelerating and they earned a record profit. It seems like the insurance cycle is turning sweet…
May 11
•
Rene Bruentrup
17
2
1
🔎Aurora Innovation 1Q26: Time to scale.
The commercial launch of robotrucks in America's Sun Belt is possibly the biggest and most underreported story in the world of autonomy right now.
May 7
•
Rene Bruentrup
17
2
1
🔎Cerebras is finally going public.
A quick update on possibly the hottest IPO of the year.
May 4
•
Rene Bruentrup
13
2
1
April 2026
🔎adidas: Supershoe = Superstock?🏃
Nike stock tripled when it dominated road running the way adidas is dominating right now. Yet adidas gets no love from investors. Its stock is trading…
Apr 28
•
Rene Bruentrup
16
6
🔎The truth about the strong credit impulse.
Why are bank loans growing so much when the housing market is frozen, consumer confidence is poor and the labor market is not creating new jobs?
Apr 23
•
Rene Bruentrup
11
1
🔎The Real Estate comeback will still be huge.
Capitulation in progress...
Apr 21
•
Rene Bruentrup
14
2
🔎April 2026 Market Strategy 🇺🇸
Time to bet on the American consumer!
Apr 17
•
Rene Bruentrup
11
🔎Do we have a bubble in premium brick-and-mortar?
Their stocks are soaring. But it's primarily multiple expansion, not positive business inflection. Some of them are extremely well managed. But they are…
Apr 14
•
Rene Bruentrup
15
1
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