Blending single stock, macro and thematic research into powerful bull and bear cases.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 369 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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fallacyalarm.comLatest Issues
🔎American Exceptionalism
What it really is. How it has evolved over time. And why understanding it matters.
If you’re new here, it’s time to unsettle you. 😎
🔎Are these the final innings of the ETF bubble?
You can’t adequately describe this bull market without pointing to the extraordinary level of fiscal deficit spending. The US Treasury is still net spending 6% of GDP every year, a silly amount that used to be unthinkable outside of major r...
🔎JACK: Massive short squeeze in the making?
It's GAAP profitable in spite of its restructuring program. It's trading at 2x P/E. And it's one of the most shorted stocks in the US.
Selling consumer products is hard these days, especially if they target low and middle income households...
🔎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...
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Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA
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