Sitemap - 2024 - The Last Bear Standing

Trade Ideas for 2025

2025 Macro Outlook

A Year in Review

Warrant Arbitrage

Jumping the Shark

Hype or Hot Air

Will "Efficiency" Fix the Budget?

The Volatility Divergence

Fox in the Henhouse

The New Space Age

Last Quarter Mile

Mapping the Military Industrial Complex

Rate Cuts, Risk On?

Football's Next Season

Nine Charts to Chew On

Volatility Strikes

A Monetary Deep Dive

The Bettor's Market

All Dogs Go to Heaven

The Great Rotation

The Second-Half Script

Platinum Group Metals: An Asymmetric Setup

High Concentration

Growth Concerns

Lessons from Failure

Alliance Resource Partners: AI Winner or Value Trap?

Pumps, Dumps, and the Age of Discernment

Year of the Dragon

Data Centers and Power Demand

A Brave New World

Macro, Meta, Multiples and Margins

Momentum Mushed

Behind the Curtain

Blade and the Trough of Disillusion

Blade (BLDE) Update

Gems in the Junkyard

Policy Error and Peak Liquidity

The Potential of Psychedelics

O Bubble, Where Art Thou?

Saylor's Quotient

Capital One and Consumer Credit

Arbor Realty 4Q23 Preview

The Tale of Two Chinas

The Great Moderation

A Skeptic's Guide to Bitcoin

The Other Lever

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