Blending single stock, macro and thematic research into powerful bull and bear cases.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 366 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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fallacyalarm.comLatest Issues
🔎May 2026 Market Strategy
Another Black Monday in the making?
In my April 2026 Market Strategy, I highlighted how the Iran conflict is rotating capital back into the US, likely a strong and underappreciated force for this astonishing bull market. I further emphasiz...
🔎Whirlpool: The best bet on a revival of the housing market?
There are about 150 million homes in the US. Combining existing and new home sales, only 4.6 million of these homes got a new owner in the last twelve months. That’s a turnover rate of just 3%. At this rate, the average home gets a new owne...
🔎ROOT 1Q26: Time to load the boat.
The company posted fantastic results. The business is reaccelerating and they earned a record profit. It seems like the insurance cycle is turning sweet again.
TLDR Summary
🔎Aurora Innovation 1Q26: Time to scale.
In October 2025, I published the piece below on Aurora Innovation.
I had always been wondering why everyone seems to believe that urban robotaxis should become the first commercial application of autonomous driving. The global freight truc...
🔎Cerebras is finally going public.
A quick update on possibly the hottest IPO of the year.
TLDR Summary
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Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA
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