The Last Bear Standing

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Re-Funding the Treasury
#56: With the debt ceiling (nearly) lifted, what does Treasury issuance mean for liquidity and the market?
Jun 2 • 
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34
20
NVIDIA and the Return to Normal
#55: NVIDIA smashed earnings. What does it mean for the market?
May 26 • 
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77
10
Faith and Credit
#54: On the Politics and Pitfalls of the Fiat Era.
May 19 • 
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26
10
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Down the Drain
Jun 17, 2022 • The Last Bear Standing
103
38
The Bear is Back!
Apr 21 • The Last Bear Standing
47
14
The Death of QT
Mar 17 • The Last Bear Standing
95
51
The Inside Game
Jan 6 • The Last Bear Standing
111
37
The Case for Higher Rates
May 6, 2022 • The Last Bear Standing
83
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Banking on Pressure
#53: On policy, liquidity and solvency - and what comes next for U.S. banks.
May 12 • 
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37
10
Vornado Tornado
#52: Is Commercial Real Estate the Next Shoe to Drop?
May 5 • 
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32
14
The Last of First Republic
#51: On First Republic's odds of survival.
Apr 28 • 
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29
9
The Bear is Back!
The Last Bear Standing has been renewed for Season Two.
Apr 21 • 
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47
14
Hitting Pause
#50: Now, how long can they hold...
Apr 14 • 
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32
Shadow Puppets
#49: A Little Cash Goes a Long Way.
Apr 7 • 
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77
31
See No Evil
#48: On Transparency, Ignorance, and Risk.
Mar 31 • 
The Last Bear Standing
65
22
The Last Bear Standing
The Last Bear Standing
Original, independent, financial analysis. New posts every Friday at 8:00AM EST.
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The Last Bear Standing

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The Last Bear Standing

The Last Bear Standing

Original, independent, financial analysis. New posts every Friday at 8:00AM EST.

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