It's Hard to Be a Short Investor Now, Says Kaiser of UBS

The video discusses the impact of liquidity on stock performance, particularly for high short interest stocks. It highlights the challenges faced by active managers and short investors due to the current market conditions. The discussion also covers the role of fundamentals and the potential risks associated with liquidity, including the possibility of Fed tapering in the future.

How have high short interest stocks performed recently according to the text?

What are the challenges faced by active managers in the current market?

What impact does the current liquidity in the system have on short selling?

In what ways are companies with weaker fundamentals affected in the current market conditions?

What does the text suggest about the future of liquidity in the market?