Fallacy Alarm

Fallacy Alarm

Home
Legal
Archive
Leaderboard
About
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
🔎Big Tech is uninvestable here.
Too expensive. Too much uncertainty. Too much in wrong incentives.
 • Rene Bruentrup
When Dollar Short-Squeeze?
Endless liquidity creation incentivizes investors to overown assets and underown cash. Market forces will have to heal these portfolio imbalances…
 • Rene Bruentrup
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
The US administration wants rates down.
What does that mean for the stock market?
 • Rene Bruentrup
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
Should we be concerned about a potential crash of the Treasury Market?
No, you should worry when it rallies.
 • Rene Bruentrup
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…
 • Rene Bruentrup
🔎Has there ever been a capex boom that didn't end in tears?
Spoiler alert: No.
 • Rene Bruentrup
Peabody: A stealth play on AI power? (incl. Excel workbook)
Coal could stage a comeback to facilitate the data center build out because other energy sources won't be able to. The company could then earn its…
 • Rene Bruentrup
🔎Americans have lost their mind.
You are the most privileged people in the history of mankind. Stop whining and live up to it.
 • Rene Bruentrup
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
© 2026 Fallacy Alarm · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture