Archive - The Last Bear Standing

Roblox (RBLX): Schlep and the Streisand Effect

The Predators Are Not Priced In.

Aug 18 •

The Last Bear Standing

July 2025

The Ugly Duckling

FY2026 federal budget sets the stage for a small-cap turnaround.

Jul 18 •

The Last Bear Standing

June 2025

Golden Age of Graft

Did Musk burst the Trump bubble?

Jun 6 •

The Last Bear Standing

May 2025

The consumer is weakening and so is its lender of choice.

May 22 •

The Last Bear Standing

April 2025

The 2025 Bear Market

Apr 30 •

The Last Bear Standing

Into the Trenches

#149: With the first shots fired, it's time to dig in.

Apr 18 •

The Last Bear Standing

Twelve Casualties of the Trade War

#148: Drilling down on China exposures.

Apr 11 •

The Last Bear Standing

#147: The Point of No Return; The New Bear Market.

Apr 4 •

The Last Bear Standing

March 2025

Haves vs. Have Nots

Exploring a Wealth-Effect Driven Slowdown

Mar 30 •

The Last Bear Standing

and

#146: Navigating a turning market.

Mar 7 •

The Last Bear Standing

February 2025

#145: This dip is different.

Feb 28 •

The Last Bear Standing

#144: These bubbles are popping.

Feb 21 •

The Last Bear Standing

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