The hottest Short selling Substack posts right now

Four 'Big Short' traders from FrontPoint Partners discussed their experiences and current perspectives on investing and short selling in the financial industry.
They shared insights on their past trades like shorting Tesla and UPS, as well as their current high conviction trades and concerns about areas like commercial real estate.
Despite changes in their approach and careers, these traders continue to monitor credit quality and consumer behavior as key indicators for the US economy.

It's important to focus on short-term survival in investing, even if you have long-term goals. You need to manage risks carefully in the volatile market.
There are signs of extreme behavior in trends like crypto and AI, but not acting rashly is key. Timing and proper planning are crucial to avoid losses.
The investor expresses a desire to bet against market crazes but acknowledges that it requires careful strategy to be successful.

Short selling lets you profit from a decrease in asset prices, but it comes with high risks. If prices rise instead of fall, you could lose a lot of money.
You can short sell through different platforms and strategies, including centralized exchanges, which might be safer but also have their own risks. It's important to manage your risk and not invest more than you can afford to lose.
Knowing how short selling works can help you make better decisions in the market, even if you don't plan to short yourself. It can guide you in recognizing when to hold or sell your investments.

Nvidia stock price soared 25% after a stellar earnings report.
Short sellers suffered losses due to betting against Nvidia's earnings.
Stock prices can be influenced by market dynamics rather than just fundamentals.

Bitcoin's security spending is decreasing in proportion to its market cap, making it vulnerable to attacks.
As Bitcoin's block rewards decrease, security spending as a percentage of market cap also decreases, making attacks more profitable.
Without a significant increase in fee income, Bitcoin's security vulnerability will worsen unless solutions like a tail emission are considered.

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PureCycle Technologies executives failed to address critical allegations and instead doubled down on their ambitious projections.
Insiders of PureCycle Technologies increased their pay-outs and could potentially sell 100% of their shares before the company generates any revenue, raising concerns about their commitment to long-term success.
Red flags have been identified in the business model of PureCycle Technologies, including questionable supply chain agreements, unproven technology, and unrealistic rapid expansion plans.

Small investors on Reddit targeted hedge funds by buying stocks like GameStop, leading to dramatic price increases. This story shows a classic David versus Goliath scenario, where everyday people are challenging big money players.
Short selling is a risky investment strategy where someone bets against a stock. When the stock price goes up instead of down, short sellers can face huge losses, which is what happened to some hedge funds when GameStop prices soared.
This situation highlights the changing dynamics in investing, where everyday investors now have more power through social media and online trading. It challenges the traditional views of expertise in finance and the role of individual investors.