Fallacy Alarm
Subscribe
Sign in
Home
Root Research
Legal
Guest posts
Archive
About
Latest
Top
Discussions
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…
Mar 12, 2023
•
Rene Bruentrup
23
12
I'd stay far away from UnitedHealth.
Most people buying the dip have in my opinion zero idea what they are getting into.
Jun 24
•
Rene Bruentrup
20
12
When Dollar Short-Squeeze?
Endless liquidity creation incentivizes investors to overown assets and underown cash. Market forces will have to heal these portfolio imbalances…
Oct 6
•
Rene Bruentrup
22
The US administration wants rates down.
What does that mean for the stock market?
Mar 7
•
Rene Bruentrup
19
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.
Jul 18, 2023
•
Rene Bruentrup
20
20
Should we be concerned about a potential crash of the Treasury Market?
No, you should worry when it rallies.
May 12
•
Rene Bruentrup
17
1
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.
Jan 27
•
Rene Bruentrup
14
2
What the heck is going on with Oracle?
It doesn't matter whether you care about this stock or not. The news coming out of it are a must-know for anyone interested in financial markets or the…
Sep 14
•
Rene Bruentrup
17
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…
Dec 28, 2023
•
Rene Bruentrup
19
2
Markets in turmoil - now what?
Commenting on the status quo and daring a few predictions.
Apr 3
•
Rene Bruentrup
16
8
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…
Jul 15
•
Rene Bruentrup
16
1
Canada is in one of its greatest ever economic crises - and doesn't seem to realize it.
The Bank of Canada is strangulating the economy without realizing it and Canadians will reaffirm the federal government tomorrow that has sleepwalked us…
Apr 28
•
Rene Bruentrup
15
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
