Two weeks ago we asked a question: maybe behind all the rhetoric and constant (ab)use of sophisticated terms like "gamma", "vega", CTAs, risk-parity, vol-neutral, central bank vol-suppression, (inverse) VIX ETFs and so forth to explain why despite the surging political uncertainty in recent years, and especially since the US election...
by JS Kim, Founder of SmartKnowledgeU and skwealthacademy, this article was first posted at smartknowledgeu.com/blog on 1 June 2017.
One month ago, we said that "the Vancouver housing bubble Is back, and it's (almost) bigger than ever."
With the great retail bankruptcy tsunami claiming its latest victim on Thursday, when Gymboree announced it wouldn't make its June 1 interest payment guaranteeing a Chapter 11 bankruptcy filing in the next month, the signs continue to mount that the next "big short" - either in the form of REITs, CMBS, CMBX, or single name stocks as discussed here - is shorting America's bloated retail sector in general, and that staple of US "bricks and mortar" retailers in particular, the mall.
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