The Last Bear Standing

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Macro, Meta, Multiples and Margins
#102: Labor acceleration. Yellen's trillion. Meta whacked. And a stock pitch.
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Momentum Mushed
#101: Stocks swoon, volatility rises. What's next for the market?
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Behind the Curtain
#100: I need your help! Plus, black and yellow gold.
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Blade and the Trough of Disillusion
#99: An Earnest Pitch for Blade Air Mobility (BLDE)
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Blade (BLDE) Update
Hey folks! I wanted to keep subscribers posted on some incremental thoughts following this past Friday’s post. I used the term “Uber of the Sky”…
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March 2024

Gems in the Junkyard
#98: Seven de-SPACs to keep your eye on.
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Policy Error and Peak Liquidity
#97: FOMC recap, quantitative taper, and bubble watch.
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The Potential of Psychedelics
#96: On the evolving landscape of psychedelic drugs in medical applications.
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O Bubble, Where Art Thou?
#95: Revisiting the equity outlook.
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Saylor's Quotient
#94: Dumb Luck (Kodak), Big Beats (Celsius), and Perpetual Premiums (MicroStrategy)
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February 2024

Capital One and Consumer Credit
#93: What the Capital One / Discover mega-merger means for subprime lenders.
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Heat Check
#92: Can anything stop this train? Plus an update on the 2024 macro and micro ideas.
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