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Fallacy Alarm

Fallacy Alarm

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues212SubscribersRead fallacyalarm.com

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#210
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

September 2024 Market Strategy

Betting against recession fears is possibly the easiest way to generate alpha in the fall of 2024.

a month ago
3
6
Paid

SMMT: Earthquake in the pharma industry

Disclaimer: The information contained in this article is not and should not be construed as investment advice. This is my investing journey and I simply share what I do and why I do that for educational and entertainment purposes.

a month ago
2
0

The rise and fall of Germany after 2000

The economic model is broken due to external factors and incredible blunders in economic policy. Spirits are low. But I think people still underestimate the economic downside.

2 months ago
6
0
Paid

When you think about fossil fuels, think storage, not generation.

Disclaimer: The information contained in this article is not and should not be construed as investment advice. This is my investing journey and I simply share what I do and why I do that for educational and entertainment purposes.

2 months ago
9
4

Authors

The writers behind this newsletter.

  • Fallacy Alarm

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

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