November 23, 2016

"We have to pass [the ACA] so we can go home and find out what's in it." - Pelosi

A subway rider was shoved toward the tracks in Harlem by aman who said he hates “white people” and hours later, a train operator was the victim of a similar attack in lower Manhattan, police sources said. The terrifying assaults come amid a rash of pushing, jumping and falling incidents in the subway system that has officials exploring the addition of barriers on platforms. Gary Weeks, 51, who is black, approached a 28-year-old white man as he was waiting on the northbound 4 train platform at 125th Street around 1 p.m. Monday and allegedly said: “I don’t like white people,” police sources said. Weeks then grabbed the victim and tried to shove him onto the tracks, the sources said. The man was able to break away from the attacker, with the aid of a good Samaritan, and called for help. Weeks allegedly remained violent after police showed up and even spat in an officer’s face before being brought under control. He was taken to Metropolitan Hospital for a psychiatric evaluation, and was charged with attempted murder as a hate crime.

The Death of Malls

Instead of reading bullshit articles with less than questionable sources and assumptions why not figure out which public holding companies own which malls and hit the streets.

Find out what storefronts they house in their malls and since most are public you'll be able to scour their 10k's to see which companies have profitable storefronts. Start connection the dots from there by asking which holding companies house the highest concentration of losers. Other variables to consider are region, the cyclical aspect of some stores, and how diversified said holding company is. 


Does their retail space have high turnover? 

What percentage of their storefronts are unoccupied and for how long? 

I guess from there if you find anything conclusive you could start building a short position. 

But that's a lot of work for a long shot. I don't think malls are going down fast enough to make a play.