Sitemap - 2025 - Fallacy Alarm
We won't cure cancer if we don't understand it.
RKT 2Q25: Still in hibernation.
Sartorius: When will it finally recover?
Small Modular Reactor stocks are a SCAM.
What is cash on the sidelines?
What are the economics of the AI industry?
Meta just bought into EssilorLuxottica.
Is the Buffett Indicator any good?
Are Republicans overplaying their hand?
Anthropic's 🖕to every one of us
I'd stay far away from UnitedHealth.
🤖The Anti-Nvidia Chip Has Arrived
Rent vs. buy: Housing's most misunderstood aspect
Artificial Intelligence vs. Intellectual Property
Energy: When will it finally get some investor love?
What's the signal in the weakness of the US Dollar?
NVDA 1Q26: Still accelerating, but for how much longer?
Is Canada's pension system contributing to its misery?
Is BYD what Tesla wants to be?
Should we be concerned about a potential crash of the Treasury Market?
Root 1Q25: Reigniting the growth engine (incl. Excel Workbook)
Airbnb Update: The longer the base...
If I wanted to bet on humanoids, I'd buy Meta.
Canada is in one of its greatest ever economic crises - and doesn't seem to realize it.
How is the US labor market doing?
Are we dealing with Bond Pain Trade 2.0?
Can't China just open its financial gates and win this?
Markets in turmoil - now what?
More meat to the natural gas bear case.
Rocket is buying Mr. Cooper Group.
Borrowers' strike? Toronto, do we have a problem?
Mr. Market is a Treasuries junkie.
Why and when are trade deficits good?
The unwind of the Fed SuperCycle
Why doesn’t Germany take Trump’s outstretched hand on Ukraine?
The US administration wants rates down.
Is the US economy falling off a cliff right now?
NVDA 4Q25: A few more thoughts on Jevons paradox
ROOT & LMND 4Q24 earnings review
The most delicate irony of the German election aftermath
Grid fees: Another nail in the coffin for the German energy transition.
Tariffs will send interest rates DOWN.
Let's try to contextualize DeepSeek.
Is it time to short natural gas?
We need to talk more about the US Dollar.
When will FOMO hit the housing market?