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Fallacy Alarm

April 2025 Market Strategy

April 15, 2025, 9:11 p.m.

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Fallacy Alarm

Can't China just open its financial gates and win this?

April 11, 2025, 10:11 p.m.

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Fallacy Alarm

Plaza Accord 2.0?

April 9, 2025, 6:58 p.m.

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Markets in turmoil - now what?

April 3, 2025, 6:34 p.m.

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Fallacy Alarm

More meat to the natural gas bear case.

April 1, 2025, 6:38 p.m.

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Fallacy Alarm

Rocket is buying Mr. Cooper Group.

March 31, 2025, 7:24 p.m.

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Borrowers' strike? Toronto, do we have a problem?

March 27, 2025, 5:48 p.m.

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Fallacy Alarm

Mr. Market is a Treasuries junkie.

March 25, 2025, 9:03 p.m.

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Fallacy Alarm

Why and when are trade deficits good?

March 20, 2025, 8:12 p.m.

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Fallacy Alarm

March 2025 Market Strategy

March 19, 2025, 8:23 p.m.

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The unwind of the Fed SuperCycle

March 13, 2025, 6:44 p.m.

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Why doesn’t Germany take Trump’s outstretched hand on Ukraine?

March 11, 2025, 4:46 p.m.

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Rocket is buying Redfin.

March 10, 2025, 5:44 p.m.

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Fallacy Alarm

The US administration wants rates down.

March 7, 2025, 5:40 p.m.

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Fallacy Alarm

Is the US economy falling off a cliff right now?

March 4, 2025, 6:02 p.m.

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Fallacy Alarm

NVDA 4Q25: A few more thoughts on Jevons paradox

Feb. 27, 2025, 7:10 p.m.

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ROOT & LMND 4Q24 earnings review

Feb. 27, 2025, 3:29 a.m.

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The most delicate irony of the German election aftermath

Feb. 26, 2025, 6:37 p.m.

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Fallacy Alarm

February 2025 Market Strategy

Feb. 18, 2025, 9:46 p.m.

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Fallacy Alarm

The wind industry is doomed.

Feb. 12, 2025, 8:57 p.m.

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Fallacy Alarm

Lilly and Novo obesity update

Feb. 6, 2025, 7:34 p.m.

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Fallacy Alarm

Grid fees: Another nail in the coffin for the German energy transition.

Feb. 5, 2025, 6:48 p.m.

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Tariffs will send interest rates DOWN.

Feb. 2, 2025, 2:45 a.m.

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Let's try to contextualize DeepSeek.

Jan. 27, 2025, 8:23 p.m.

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Trump, Trade & Tariffs

Jan. 26, 2025, 6:56 p.m.

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