Blending single stock, macro and thematic research into powerful bull and bear cases.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 383 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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fallacyalarm.comLatest Issues
🔎The bond market is speaking.
But what is it really saying?
TLDR Summary
🔎The golden age of customer relationships?
TLDR Summary
- The most defensible assets are those that are hard to replicate. Most tangible assets are fairly easy to replicate these days due to automation technology. Therefore, the lion share of value creation will likely conti...
🔎August 2026 Market Strategy
In my July 2026 Market Strategy, I pointed to cracks in the AI Trade and the Debasement Trade.
In my July 2026 Market Strategy, I pointed to cracks in the AI Trade and the Debasement Trade. I expected that these cracks would likely soon op...
🔎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
🔎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
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Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA
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