Archive - The Last Bear Standing

December 2024

Trade Ideas for 2025

#136: Seventeen stocks to buy or sell in the year ahead.

Dec 27, 2024 •

The Last Bear Standing

2025 Macro Outlook

#135: Economic data, market prognosis, macro portfolio.

Dec 20, 2024 •

The Last Bear Standing

A Year in Review

#134: The lookback at 2024 sets the table for the year ahead.

Dec 13, 2024 •

The Last Bear Standing

Warrant Arbitrage

#133: On Kickers and Screamers.

Dec 6, 2024 •

The Last Bear Standing

November 2024

Jumping the Shark

#132: This Market Smells Familiar.

Nov 29, 2024 •

The Last Bear Standing

Hype or Hot Air

#131: Are Electric Air Taxis the Future or Fiction?

Nov 22, 2024 •

The Last Bear Standing

Will "Efficiency" Fix the Budget?

#130: Opportunities and Structural Challenges of the U.S. Federal Budget.

Nov 15, 2024 •

The Last Bear Standing

#129: Post-Election Market Action and a Monetary Update

Nov 8, 2024 •

The Last Bear Standing

The Volatility Divergence

#128: Despite resilient equities, implied volatility pushes higher.

Nov 1, 2024 •

The Last Bear Standing

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