Don Kaufman on Theo Trade, is going short spreads, on USA big retail stocks, Home Depot, Walmart etc.
The idea is supply chain disruption will empty the Xmas shelves and the Xmas bonanza will be a dud.
It will be interesting to see if his call turns out correct, particularly as the current market meme, is the bottom is in, and BTFD is a matter of urgency.
AUD on the skids, page-293
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