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June 2026

🔎From Bootstrapping to Bitcoin Yield to Popularity Yield
How the pumpers of the 2020s are learning from the pumpers of the 1960s. It looks different in every era. But in the end it's always the same.
 • Rene Bruentrup
🔎June 2026 Market Strategy
Don't miss the greatest asset rotation since early 2023.
 • Rene Bruentrup
🔎Are US health insurers defrauding tax payers?
They are gaming the healthcare system, extracting trillions of Dollars from tax payers. Instead of fighting back, people prefer to join the looting of…
 • Rene Bruentrup
🔎American Exceptionalism
What it really is. How it has evolved over time. And why understanding it matters.
 • Rene Bruentrup
🔎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.
 • Rene Bruentrup

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.
 • Rene Bruentrup
🔎May 2026 Market Strategy
Another Black Monday in the making?
 • Rene Bruentrup
🔎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…
 • Rene Bruentrup
🔎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…
 • Rene Bruentrup
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