Schlagwort: VNA.DE

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…