Fallacy Alarm

Fallacy Alarm

🔎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 collect capital cheap & CEO Garg is buying stock.

Rene Bruentrup's avatar
Rene Bruentrup
Dec 24, 2025
∙ Paid

Merry Christmas everybody! I hope you had a great 2025 and I hope that your 2026 will be even better. I want to finish off this year with a quick update on Rocket Companies and Better Home & Finance.

TLDR Summary

  • As often discussed, I believe that a main theme of 2026 will be the unravelling of the Debasement Trade. Cash and government bonds would perform…

User's avatar

Continue reading this post for free, courtesy of Rene Bruentrup.

Or purchase a paid subscription.
© 2026 Fallacy Alarm · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture