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Rent vs. buy: Housing's most misunderstood aspect
Returns can only be compared in conjunction with risk. Homeownership can be used as a tool to derisk an important area of life to create room for…
19 hrs ago
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Rene Bruentrup
4
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Rent vs. buy: Housing's most misunderstood aspect
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June 2025 Market Strategy
Bulls and bears caught in a limbo.
Jun 18
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Rene Bruentrup
5
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June 2025 Market Strategy
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1
Artificial Intelligence vs. Intellectual Property
Much of AI is not about generating new knowledge, but about distributing existing knowledge in new form. That creates copyright conflicts. And it…
Jun 14
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Rene Bruentrup
7
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Fallacy Alarm
Artificial Intelligence vs. Intellectual Property
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7
Energy: When will it finally get some investor love?
The more hated it gets, the more compelling it becomes as a hedge should the technology driven bull market unravel. Oil and gas are still serving an…
Jun 10
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Rene Bruentrup
5
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Energy: When will it finally get some investor love?
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Trump vs. Musk
Their feud poses a serious risk for the Big Beautiful Bill which might hurt fiscal liquidity creation. But for Tesla investors, it would be positive in…
Jun 6
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Rene Bruentrup
10
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Trump vs. Musk
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What's the signal in the weakness of the US Dollar?
It could mark the exhaustion of the Fed SuperCycle as foreign demand for US assets may be waning.
Jun 5
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Rene Bruentrup
8
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Fallacy Alarm
What's the signal in the weakness of the US Dollar?
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May 2025
NVDA 1Q26: Still accelerating, but for how much longer?
The actual numbers and management commentary were very encouraging once again. I am however concerned that the cyclical component of this growth story…
May 29
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Rene Bruentrup
8
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Fallacy Alarm
NVDA 1Q26: Still accelerating, but for how much longer?
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Is Canada's pension system contributing to its misery?
The country is investing as if it's still an export nation. However, since it's not in fact anymore, this approach drains the domestic economy of…
May 28
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Rene Bruentrup
6
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Is Canada's pension system contributing to its misery?
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Stupid German Money
How you own the world and still lose.
May 27
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Rene Bruentrup
11
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Stupid German Money
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Is BYD what Tesla wants to be?
For 30 years, the company has demonstrated exactly what many consider the DNA of Tesla: vision, courage and relentless execution. There is signal in…
May 22
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Rene Bruentrup
8
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Is BYD what Tesla wants to be?
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1
How much I is in AI?
And what does that mean for the economy and for us?
May 19
•
Rene Bruentrup
15
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How much I is in AI?
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May 2025 Market Strategy
If in doubt, go long?
May 13
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Rene Bruentrup
10
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May 2025 Market Strategy
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