The Last Bear Standing

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The next short squeeze has begun; it will crash the market.
The Last Bear Standing
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#8: Quantitative tightening, the Fed's balance sheet, and liquidity.
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The Volatility Cycle and implications for the market.
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#36: Insiders, Outsiders, and the Great Pandemic Bubble.
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#2: The Folly of the Fed and a Call for Change.
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#27: The quickest way to become a billionaire in 2022.
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#22: On Duration and Value Destruction.
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#38: On Roulette, Volatility, and the Death of the Tails.
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#26: The Risk and Reward of Treasury Buybacks
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#31: Valuation, Sources & Uses, Buyout Model, and Sensitivities
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#24: Liquidity, liquidity, "everywhere", but not a drop to drink.
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#34: Reflections on 2022 and thoughts on the year ahead.
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