Archive - The Last Bear Standing

The Bettor's Market

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

22 hrs ago •

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

,

, and

June 2024

A new collaboration coming soon.

Jun 28 •

The Last Bear Standing

High Concentration

#110: What the top-heavy market means for today and tomorrow.

Jun 21 •

The Last Bear Standing

Growth Concerns

#109: Fading Recession Fears.

Jun 14 •

The Last Bear Standing

Lessons from Failure

#108: Seven things I've learned.

Jun 7 •

The Last Bear Standing

May 2024

Alliance Resource Partners: AI Winner or Value Trap?

#107: A deep dive into the coal patch.

May 31 •

The Last Bear Standing

Pumps, Dumps, and the Age of Discernment

#106: On fraud, duty and responsibility.

May 24 •

The Last Bear Standing

Year of the Dragon

#105: With Chinese markets breaking out, is it time to buy property?

May 17 •

The Last Bear Standing

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