The Last Bear Standing

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Higher for (a little bit) Longer
#72: As soft-landing optimism pushes yields to cycle-highs, the landing becomes harder to stick.
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8
The BFD with the BTFP
#71: With six months left in the Bank Term Funding Program, which banks are using the facility, what happens when it expires, and is it a big deal?
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7
Consumer Credit Cracks
#70: The era of immaculate credit is over.
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7
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Down the Drain
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38
The Bear is Back!
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14
The Death of QT
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51
Re-Funding the Treasury
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25
The Inside Game
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37
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Money on the Spectrum
#69: Money supply shrinks but capital markets surge.
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12
The Put/Call Paradox
#68: Put/Call Ratios are unsophisticated, incomplete, and yet compelling.
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10
Tremors in the East
#67: China's property woes are far from over.
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15
Ozempic and the Rise of GLP-1s
#66: The ripple effects of today's weight loss revolution.
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3
Big Fiscal, Big Funding, and Buybacks
#65: As fiscal spending propels the economy, Treasury issuance clouds markets.
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6
Generac Recharged
#64: After a pandemic boom and bust, what comes next for energy solutions company Generac Holdings (GNRC)?
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Rebound vs. Rally
#63: After recent outperformance, what's next for regional banks?
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3
The Last Bear Standing
The Last Bear Standing
Original, independent, financial analysis. New posts every Friday at 8:00AM EST.
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