Just to get away from this comments-obsessed conversation, below are the five most profitable short positions in my portfolio on a percentage basis. I wanted to share these in particular since, in this brutal environment for bears, it’s indicative just how weak these issues are since they can’t fake prosperity like their other equity brethren. I am showing two-year charts, instead of the normal “all history”, to emphasize recent activity.

HT

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CAKE

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DCP

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PPC

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VALE

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