Archive - The Last Bear Standing

#121: Radically simple stock analysis.

Sep 13 •

The Last Bear Standing

Football's Next Season

#120: The NFL opens the door to private equity.

Sep 6 •

The Last Bear Standing

August 2024

#119: With the labor market deteriorating, the economic outlook darkens.

Aug 30 •

The Last Bear Standing

Nine Charts to Chew On

#118: On the housing market, the consumer slowdown, and gold.

Aug 23 •

The Last Bear Standing

#117: Chipotle blazed the trail. Can Cava and Sweetgreen follow?

Aug 16 •

The Last Bear Standing

Volatility Strikes

#116: A short-term unwind and long-term concerns.

Aug 9 •

The Last Bear Standing

A Monetary Deep Dive

#115: Charting the path forward.

Aug 2 •

The Last Bear Standing

July 2024

The Bettor's Market

#114: Pricing the Kamala Arb, and a wild week in markets.

Jul 26 •

The Last Bear Standing

All Dogs Go to Heaven

#113: Will NextEra Energy Partners LP (NEP) be the next to ascend?

Jul 19 •

The Last Bear Standing

The Great Rotation

#112: Big-tech trounced, small-caps bounce, breadth gets bullish.

Jul 12 •

The Last Bear Standing

The Second-Half Script

#111: A mid-year check-in on markets.

Jul 5 •

The Last Bear Standing

Platinum Group Metals: An Asymmetric Setup

A collaboration between Eliant / LastBearStanding / Le Shrub

Jul 4 •

The Last Bear Standing

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