In a twisted way, I love days like this. All the doe-eyed good news is splattered out there, and I can sell into the strength. I was at a mere 18 shorts this morning. Now I’m up to 51, and climbing every minute.
One item I covered way too soon, but mentioned many a time as a short, is Macerich. I seem to have trouble accepting that things can grind their way down toward zero, but it takes a long while (like, say, Pier One). I’m not long anything right now including, sadly, patience.