Sitemap - 2022 - Fallacy Alarm

9 Reasons why TSLA might see a V-Shaped Recovery

Quo vadis, Tesla?

The Bear Case for Oil Stocks

The Relevance of Money Supply for the Trajectory of Inflation

Ginkgo Bioworks 3Q22 Digest

The Short Thesis for Lemonade

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

Amyris 3Q22 Earnings Digest

Nov'22 FOMC Digest

Meta 3Q22 Digest & revisiting my original investment case

Deconstructing the growth rate of the US economy in Q3

Is an ageing society inflationary?

Tesla 3Q22 earnings digest

Here is why I am so adamant that (real) interest rates will fall

Dumb vs. Smart Energy

10 reasons why Amyris is the next Tesla

Models & Tools

How hot is the labor market really?

Tesla 2022 AI Day Digest

Butterbeer Crisis on Dearth!

Sep'22 FOMC Digest

How might the Fed pivot?

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)

Short Opportunity in AMC

Who and what is Fallacy Alarm?

Charged Up

Key takeaways from Amyris' 2Q22 earnings

One for the Road

Are we in a recession or not?

The SandPIE Model

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

A sober look at Crypto

The Compounder-Victim-Model

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?

Enphase Investment Case

The importance of identifying inflection points in growth stock investing