Jason Tillberg

Options Trader Monday Outlook: Microbe Mania

"The Baltic Dry Index is down another 1.4% today and heading for a critical test of the 200 dma at 2,200, perhaps by the end of the week if things don’t turn up. As I’ve been saying for quite some time, if no one is shipping anything to the stores - what kind of Christmas season are we expecting? If we don’t have a good Christmas season, what happens to the retailers and the REITs that rent them spaces? What happens to the people the retailers usually hire in Q4? What happens to the money that has been pouring into those sectors like Retailers and REITs are the new .com companies?"

They go down finally. Been painful being short SPG and VNO. Shorted more AMZN recently and am also short BBBY. (nothing major of course, these shorts are less than 15% of my assets under management.)

With what has happened to car sales in September post clunkers tax payer scam, wait until we see the #'s on house sales post November 30th.