Sitemap - 2024 - Fallacy Alarm
ROOT 1Q24: Flooring the gas pedal even harder (incl. Excel workbook)
Where will bond yields settle when the storm is over?
The upcoming revival of the bond market
April 2024 Market Strategy (this one is important!)
The state of macro: A nuthouse with no hope?
Time to go easy. (incl. Excel Workbook)
We're too depressed and cynical to produce a boom and bust.
Fallacy Alarm's Elevator Pitch Party
Never hedge the most telegraphed risk.
Taking a look at Carvana plus a cross read on Root (incl. Excel Workbook)
There's more to Root for! (incl. Excel Workbook)
The Great 2023/24 Short Call Burn.
AInsurance Wars: ROOT vs. LMND
The Dawn of the Natural Gas Age
Lithium: A dark corner in a bright stock market
Spirit 4Q23: Beginning of the Turnaround?
Time to fertilize my portfolio
A closer look at the issuance structure of Treasury securities