Fallacy Alarm

Fallacy Alarm

Home
Root Research
Legal
Guest posts
Archive
About
What are the economics of the AI industry?
The gold found in the ground is currently far from paying for the shovels.
 • 
Rene Bruentrup
Meta just bought into EssilorLuxottica.
Metaverse in Reverse getting serious.
 • 
Rene Bruentrup
Is the Buffett Indicator any good?
It does in my opinion indeed indicate that corporations are overearning and investors are overpaying.
 • 
Rene Bruentrup
2
Are Republicans overplaying their hand?
They are promising opportunities to grow and make money. I am not sure if many people are onboard with that.
 • 
Rene Bruentrup
4

June 2025

Anthropic's 🖕to every one of us
A Californian judge just validated the industrialized IP theft of the AI industry.
 • 
Rene Bruentrup
4
I'd stay far away from UnitedHealth.
Most people buying the dip have in my opinion zero idea what they are getting into.
 • 
Rene Bruentrup
12
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…
 • 
Rene Bruentrup
4
June 2025 Market Strategy
Bulls and bears caught in a limbo.
 • 
Rene Bruentrup
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…
 • 
Rene Bruentrup
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…
 • 
Rene Bruentrup
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…
 • 
Rene Bruentrup
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.
 • 
Rene Bruentrup
© 2025 Fallacy Alarm
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture