Blending single stock, macro and thematic research into powerful bull and bear cases.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 373 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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fallacyalarm.comLatest Issues
🔎Momentum Trifecta
TLDR Summary
Since late 2023, Momentum has been outperforming all other investment factors with a persistency and a dominance that has rarely been observed before. The convergence of three feedback loops makes that possible:
- Int...
🔎From Bootstrapping to Bitcoin Yield to Popularity Yield
How the pumpers of the 2020s are learning from the pumpers of the 1960s. It looks different in every era. But in the end it's always the same.
TLDR Summary
🔎June 2026 Market Strategy
Don't miss the greatest asset rotation since early 2023.
In my May 2026 Market Strategy, I highlighted that institutional investors are desperately chasing the current rally in part because they are afraid to miss out on the technology boo...
🔎Are US health insurers defrauding tax payers?
TLDR Summary
- Medicare Advantage (MA) has become the sweetest honeypot for the entire US healthcare industry. It’s growing faster than overall Medicare spending, which itself is growing faster than overall federal government spendi...
🔎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. 😎
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Single Stocks, Innovation Platforms, Demographics, Macro and Economic History | 15y Corporate Finance & Equity Research | CFA
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