HFs probably wont short anything at this point of the year and given the current environment. Not sure when the interview is or how far out you want the catalyst, but maybe you could do something related to Q3 earnings and inflation. Something like Lamb Weston (reported last week) shouldn't have been that difficult to see given the company literally only sells potato products... Bed Bath and Beyond is also a piece of crap, but earnings already came out there. So maybe look to see if any companies are more exposed than others and if the street is too optimistic. Some companies might not hedge, might have a pretty complex supply chain, etc.

 

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