Fallacy Alarm
Rene BruentrupBlending single stock, macro and thematic research into powerful bull and bear cases.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 361 | Subscribers | Read | fallacyalarm.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
🔎adidas: Supershoe = Superstock?🏃
#### TLDR Summary
🔎The truth about the strong credit impulse.
Why are bank loans growing so much when the housing market is frozen, consumer confidence is poor and the labor market is not creating new jobs?
🔎The Real Estate comeback will still be huge.
#### TLDR Summary
🔎April 2026 Market Strategy 🇺🇸
Time to bet on the American consumer!
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Authors
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Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA
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