The Last Bear Standing

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The Dog of the Dow
#81: Scanning for value in the Dow Jones Industrial Average.
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The Last Bear Standing
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November 2023
Bridge to Nowhere
#80: Is Arbor Realty Trust going to zero?
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Playing the Pivot
#79: Is it time to bet on falling rates?
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After the Memes
#78: If rampant speculation was evidence of a market bubble, what does it mean now that the obvious bubbles have popped?
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8
Repo to the Rescue
#77: The tidal wave of T-bills have unlocked trillions.
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October 2023
Uncle Sam's Tab
#76: Credit growth has shifted from the private to the public sector, but who will foot the bill?
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Caffeine in a Can
#75: Celsius vs. Monster plus Tesla's Terminator.
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Riot's Gamble
#74: The miner's power play is paying, but at what cost?
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12
Yields Nuke Utes
#73: Plus squished spreads, puny payouts, and sated shoppers.
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8
September 2023
The Trouble With Charles Schwab
#73: The bank beneath the world's largest brokerage is showing cracks.
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3
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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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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