Kiril Sokoloff’s “13D” has over the past decade carved out a niche for itself as the most insightful newsletter available, and with a price tag to match, it is almost exclusively distributed among the hedge fund community (those hedge funds which actually are making money, which these days it not many).
However, 13-D has always been relatively cautious when making bold predictions. Not so much this time, when in his latest note he is about as bearish as we have seen him in years.