Preface to all sector posts: This weekend I’m organizing charts in a different way. I’ve picked from my existing portfolio of live short positions and have grouped favorite shorts in specific sectors. Here are the selections for this group, and hopefully the markups will speak for themselves.
Slope of Hope Blog Posts
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.
CBL & Associates Grind-Down
Penthouse Forum
Real Estate Reverses Away from Apex
DDR Blows Up
My penchant for the cross-section between real estate and retail is well-known, and I’m mentioned one particular short – DDR Corporation – many times, such as here . It took a long, long time, but it finally did what it’s supposed to do. Huzzah! May this be just the beginning.





