Sitemap - 2022 - Fallacy Alarm
9 Reasons why TSLA might see a V-Shaped Recovery
The Relevance of Money Supply for the Trajectory of Inflation
How the Inflation Reduction Act will spark the Great 2020s American Renewable Capex Party
What story is the Yield Curve Inversion telling us?
Update on my journey with Amyris
Meta 3Q22 Digest & revisiting my original investment case
Deconstructing the growth rate of the US economy in Q3
Is an ageing society inflationary?
Here is why I am so adamant that (real) interest rates will fall
10 reasons why Amyris is the next Tesla
How hot is the labor market really?
What's the Score between Transitionistas and Inflationistas?
What's the Score between Transitionistas and Inflationistas (podcast version)
The Demographic Deflation Bomb is ticking (podcast version)
The Demographic Deflation Bomb is ticking
From BioPharma to Industrial Biotech (podcast version)
From BioPharma to Industrial Biotech
Lessons from The Great Inflation for Today
Lessons from The Great Inflation for Today (podcast version)
Who and what is Fallacy Alarm?
Key takeaways from Amyris' 2Q22 earnings
Amyris - Is more dilution the only solution?
Tree Wars - Comparing Amyris' vs. Ginkgo's SynBio platforms
What can we learn from the 1920s/30s boom and bust today?
Where is Tesla's demand cliff?
5 reasons why USD interest rates will plunge
Baburu Keiki - Is this the Nikkei 1990 moment for the S&P?
It is about long term real interest rates, not spot CPI prints
Real World AI Computing as the next big innovation platform
Who will sell the shovels in the coming industrial fermentation gold rush?
Is this the dawn of the Anti Carry Regime?
A measuring stick for the markets
How (not) to handle the Tesla Beast in the 2020s
Initial Take on Russia vs. Ukraine
Rocket Companies Investment Case
9 reasons why we may not be in a housing bubble
Inflation won't stop asset prices in the 2020s
The truth about Tesla's cash flow and capex
Is AMZN the best opportunity in Big Tech?
Is Spotify a sleeping ad giant?
Will millennials drive the roaring 20s?
The importance of identifying inflection points in growth stock investing