The Last Bear Standing

Home
Archive
About
NewTopDiscussion
#39: On Rates and Affordability in the U.S. Housing Market.
The Last Bear Standing
9
#38: On Roulette, Volatility, and the Death of the Tails.
The Last Bear Standing
36
#37: Creative solutions to circumvent the debt ceiling.
The Last Bear Standing
36
#36: Insiders, Outsiders, and the Great Pandemic Bubble.
The Last Bear Standing
36

December 2022

#35: On the Treasury General Account, the debt ceiling showdown, and implications for the market.
The Last Bear Standing
17
#34: Reflections on 2022 and thoughts on the year ahead.
The Last Bear Standing
49
#33: On the Fed's losses, Treasury remittances, and implications for policy.
The Last Bear Standing
16
#32: Bracing for a reversal in rates, stocks, and volatility
The Last Bear Standing
12
#31: Valuation, Sources & Uses, Buyout Model, and Sensitivities
The Last Bear Standing
30

November 2022

#30: Food for Thought this Thanksgiving
The Last Bear Standing
35
#29: On Money Supply and the Fishtailing Fed
The Last Bear Standing
35
#28: Re-examining Stablecoins.
The Last Bear Standing
16
© 2023 TheLastBearStanding
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing