Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
My oft-mentioned idea to short CBL & Associates continues to go well. The analog is just a beauty, and I believe this stock isn’t going to stop crumbling until it challenges the depths set during the delicious, marvelous, sticky-sweet lows of the financial crisis.
I think real estate is screwed and tattooed. For those who want an instrument to take advantage of this, you might consider triple-bearish-on-real-estate fund DRV, which just had a bullish breakout today.
I’ve presently got fifty-seven different equity short positions. That sounds insane given what the market is doing, but there you have it. I wanted to share a few of them form the real estate sector that I think are particularly intriguing:
