Well, when I can’t think of any sweeping thesis to offer, I’ll fall back on the old standby: (a) a bevy of charts of positions I am currently short (b) a mildly clever title for the post. So here we go!












Well, when I can’t think of any sweeping thesis to offer, I’ll fall back on the old standby: (a) a bevy of charts of positions I am currently short (b) a mildly clever title for the post. So here we go!











