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Buzz & Banter



When the sun shineth, make hay

- John Heywood

Apologies for my lack of writing recently. As the above quote suggests, I have been busy (very very busy) getting ready to make some hay, as my working thesis is that this bounce will fail sooner rather than later and I want to have my seat identified, labeled, and close at hand when the music stops.

You know where I stand on the consumer sector generally and the retail space specifically (and much of the data - macroeconomic and microeconomic - continue to support that thesis) so I need not reiterate my highly bearish stance on those names. Just know that, for me at least, this feels like one of the best areas of opportunity on the short side all year. You already know this isn't a site that dispenses advice, but I thought it only fair to let readers know I am planning on taking action soon on the bearish thesis I have laid out. As always I could be wrong, as I was in late summer. Stay glued to your screens over the next few days.

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No positions in stocks mentioned.

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