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We won't cure cancer if we don't understand it.
Technology has its place in the solution. But we need to address it mentally as well.
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Rene Bruentrup
4
Better than Rocket?
This mini mortgage originator is showing promising signs in its income statement. And its valuation is pitifully low. The ingredients for a great story…
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Rene Bruentrup
3
Opendoor is mooning.
A real turnaround in the making or just another meme stock squeeze?
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Rene Bruentrup
4
August 2025 Market Strategy
Institutional investor capitulation in full swing. Could reach its climax with the next rate cut in the fall.
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Rene Bruentrup
2
ROOT 2Q25 earnings review
Served with a bit of Lemonade.
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Rene Bruentrup
RKT 2Q25: Still in hibernation.
But the story has potential to make people excited.
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Rene Bruentrup
The Momentum Bubble
Endless passive investment flows validate any prior price, no matter how ridiculous. This amplifies mispricing and makes betting on Momentum a winning…
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Rene Bruentrup
2

July 2025

Sartorius: When will it finally recover?
One of Germany's most glorious stock performances ever has come to an abrupt halt. However, the company's future remains bright. At some point, its…
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Rene Bruentrup
1
Small Modular Reactor stocks are a SCAM.
NuScale and Oklo likely won't be able to deliver on their promises. And even if they do, their technology won't matter much. Certainly not for AI. It's…
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Rene Bruentrup
1
July 2025 Market Strategy
Three years? Nope. Three months? Dope.
 • 
Rene Bruentrup
4
What is cash on the sidelines?
Don't look at the absolute amount of cash and cash equivalents in circulation if you want to gauge how much buying power there is. Look at them relative…
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Rene Bruentrup
1
What are the economics of the AI industry?
The gold found in the ground is currently far from paying for the shovels.
 • 
Rene Bruentrup
1
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