The Short Seller’s Playbook: What I’m Actually Shorting Right Now
German real estate is drowning. Regional banks are sitting on billions in toxic office loans. Unprofitable tech is running out of cash and excuses. I’m short all of them. Here’s exactly what I’m shorting right now—real tickers, real borrow costs, real stop losses. Vonovia. NYCB. Unity. KRE. And SMCI via puts, because a 50% borrow…
UBS on the Brink? The $85 Silver Squeeze and the Rumors of a Massive Derivatives Default
As silver prices shatter records at $88 per ounce in early 2026, the financial world is gripped by rumors of a looming “Bullion Bank Crisis.” Reports of a massive $2.3 billion margin shortfall have fueled speculation that UBS—a central player in the precious metals derivatives market—could be facing a liquidity trap. Is this a repeat…
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