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Enough with the Fear Porn already.
Nobody will lose their deposits. Somebody will buy SVB's net assets (incl. deposits). We will quickly move on from this. The Fed hikes until something…
 • 
Rene Bruentrup
12
This is where 2023 differs from 2008.
Back then it was a Private Debt Bubble. Now, it's a Public Debt Bubble, which has profound implications.
 • 
Rene Bruentrup
20
Let's try to contextualize DeepSeek.
Demand for intelligence is infinite. But time is needed to unlock it. The risk is real that capacity is being overbuilt right now.
 • 
Rene Bruentrup
2
A closer look at stock bond correlation
For me, the most unexpected aspect of recent events has been that both bonds and stocks moved up together. My expectation for this year was that…
 • 
Rene Bruentrup
2
The fate of this bull market
Is there even a difference between fiscal and monetary stimulus?
 • 
Rene Bruentrup
Time to fertilize my portfolio
Investors are ignoring an industry that is crucial to feed 8bn people. Its leading players utilize economies of scale and high entry barriers to return…
 • 
Rene Bruentrup
4
Never hedge the most telegraphed risk.
Investors can't be complacent and attentive of inflation risks at the same time.
 • 
Rene Bruentrup
The state of macro: A nuthouse with no hope?
Fixing inflation means getting deficits down. Rate cuts will therefore be disinflationary. When will the Fed understand that and act accordingly?
 • 
Rene Bruentrup
11
Tesla: The Disney World for grown-ups
They have given up on their ambitious targets, if they ever serious pursued them. But if the product is in fact just selling dreams, they are performing…
 • 
Rene Bruentrup
16
February 2024 Market Strategy
Growth and Duration is all they want and the trade keeps winning. Until it won't. I am still betting that 2024 will be the Revenge of the Old Economy.
 • 
Rene Bruentrup
3
Is 'Violence' the ultimate tail risk?
The West is giving up Christianity which weakens people's ability to forgive each other & themselves. Obsessed about group justice and confused about…
 • 
Rene Bruentrup
7
China is a No Touch!
An economic model failing in the wide open. Broken demographically, fiscally and structurally, this will likely underperform on the global stage for…
 • 
Rene Bruentrup
5
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