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Fallacy Alarm

Rene Bruentrup
Hundreds of paid subscribers

Blending single stock, macro and thematic research into powerful bull and bear cases.

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Substack
PricingFreemiumPublishesTwice weekly
Issues380Founded5 years agoLast Issue25 hours ago
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fallacyalarm.com
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Latest Issues

🔎Are governments eating the world?

How the world's largest Prisoner's Dilemma came into existence and why it may cause economic destruction.

TLDR Summary

25 hours ago
4
Paid

🔎ROOT 2Q26: Back to hibernation?

The company is throttling down their underwriting to respond to continued softness in the insurance industry. Some investors are scared by that. I believe there is more opportunity than risk.

TLDR Summary

8 days ago
15
Paid

🔎The truth about the China Shock 2.0.

TLDR Summary

  • China’s exports are booming once again. And this time they are not just producing cheap junk. They are innovating, taking over existing industries and shaping future ones. The media is popularizing this as the China S...
10 days ago
14
5

🔎Guardant Health: Innovation in cancer screening.

The future of oncology is widespread screening for early detection. V

TLDR Summary

15 days ago
11
Paid

🔎Is Europe sleepwalking into World War III?

TLDR Summary

  • The most useful way to think about the current war in eastern Europe is not to frame it as a confrontation between Ukraine and Russia, but between the EU and Russia. And since Germany is the leading country in the EU,...
24 days ago
13
4

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  • Rene Bruentrup

    Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA

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