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Fallacy Alarm

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Sector Generalists
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Paywall Semi

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Content

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Fallacy Alarm
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What's the signal in the weakness of the US Dollar?

June 5, 2025, 6:01 p.m.

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Fallacy Alarm
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NVDA 1Q26: Still accelerating, but for how much longer?

May 29, 2025, 5:10 p.m.

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Fallacy Alarm
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Is Canada's pension system contributing to its misery?

May 28, 2025, 8:26 p.m.

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Fallacy Alarm
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Stupid German Money

May 27, 2025, 6:13 p.m.

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Fallacy Alarm
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Is BYD what Tesla wants to be?

May 22, 2025, 2:34 a.m.

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Fallacy Alarm
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How much I is in AI?

May 19, 2025, 2:16 p.m.

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Fallacy Alarm
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May 2025 Market Strategy

May 13, 2025, 9:18 p.m.

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Fallacy Alarm
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Should we be concerned about a potential crash of the Treasury Market?

May 12, 2025, 5:28 p.m.

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Fallacy Alarm
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Root 1Q25: Reigniting the growth engine (incl. Excel Workbook)

May 8, 2025, 9:28 p.m.

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Fallacy Alarm
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Airbnb Update: The longer the base...

May 7, 2025, 4:25 p.m.

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Fallacy Alarm
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Root 1Q25 earnings preview

May 5, 2025, 5:10 p.m.

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Fallacy Alarm
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If I wanted to bet on humanoids, I'd buy Meta.

May 1, 2025, 8:45 p.m.

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Fallacy Alarm
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The Great American Buy-In

April 30, 2025, 10:29 p.m.

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Fallacy Alarm
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Canada is in one of its greatest ever economic crises - and doesn't seem to realize it.

April 28, 2025, 12:44 a.m.

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Fallacy Alarm
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How is the US labor market doing?

April 23, 2025, 9:24 p.m.

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Fallacy Alarm
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Are we dealing with Bond Pain Trade 2.0?

April 22, 2025, 5:27 p.m.

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Fallacy Alarm
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April 2025 Market Strategy

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

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

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

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Fallacy Alarm
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Plaza Accord 2.0?

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

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Fallacy Alarm
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Markets in turmoil - now what?

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

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Fallacy Alarm
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More meat to the natural gas bear case.

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

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Fallacy Alarm
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Rocket is buying Mr. Cooper Group.

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

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Fallacy Alarm
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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
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Mr. Market is a Treasuries junkie.

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

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Fallacy Alarm
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Why and when are trade deficits good?

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

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