Short chorus seems to be stunned and speachless. I think we can put the SPG 'demise in short order' thesis to rest. Your thoughts boys or are you too busy covering your short positions to post a comment?
Of course you have a choice - doubling down and betting against the SPG momentum seems pretty crazy to me. Close out the short bet and and keep your powder dry. And I don't think this is about occupancy - although it doesn't hurt. This is all about interest rates, which the market is saying will remain low, and an improving economy, which is positive for sales. SPG has a history of exceeding projections, so I wouldn't hope for a big miss - more likely they will beat by a few pennies and raise the dividend again.