Archive - Fallacy Alarm

🔎Summit applies for ivonescimab approval! (incl. Excel workbook)

The potentially biggest blockbuster drug ever is one step closer to its commercialization. Insiders are hyped up. Investors don't seem to care much…

Jan 16 • Rene Bruentrup

🔎Don't sleep on obesity innovation.

Oral GLP-1 is now available. But drug development won't stop there. RNA-based weight loss drugs are the next frontier. They promise higher efficacy with…

Jan 13 • Rene Bruentrup

🔎Biotech Compendium: RNA therapeutics

Is there a promising commercial future for programming biology without editing DNA?

Jan 7 • Rene Bruentrup

🔎A sober look at Canadian real estate.

Plus a few words on CAPREIT.

Jan 2 • Rene Bruentrup

December 2025

🔎Quick update on RKT and BETR

Both are patiently waiting for the inevitable resurrection of the housing market. Better's setup is particularly compelling. Mgmt used the hype to…

Dec 24, 2025 • Rene Bruentrup

🔎December 2025 Market Strategy

In my November 2025 Market Strategy, I continued to highlight the overcrowding in the Debasement Trade which overemphasizes inflation concerns and…

Dec 17, 2025 • Rene Bruentrup

🔎Yenageddon?

The currency is already dramatically undervalued against the Dollar. But it keeps falling even with surging interest rates. Where will this end?

Dec 10, 2025 • Rene Bruentrup

🔎AI is not about productivity gains.

At least not primarily. It's about selling.

Dec 5, 2025 • Rene Bruentrup

🔎Why is gold pumping so hard?

And can that continue?

Dec 1, 2025 • Rene Bruentrup

November 2025

🔎Americans have lost their mind.

You are the most privileged people in the history of mankind. Stop whining and live up to it.

Nov 26, 2025 • Rene Bruentrup

🔎Always go back or never look back?

There are only two types of investors. Mr. Market will punish the larger of the two groups.

Nov 20, 2025 • Rene Bruentrup

🔎November 2025 Market Strategy

The primary risk remains that markets continue to overweight inflation concerns while underpricing the probability of a deflationary turn.

Nov 19, 2025 • Rene Bruentrup

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