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There’s 1.4 BILLION proof gallons of whiskey aging in barrels across the U.S. We only drank 79 million proof gallons domestically last year. That's an 18:1 ratio of supply to demand. Sales have been declining for 3 years straight. Global demand? Not your savior — tariffs are back and biting. We are over-indexed, over-aged, and over-leveraged. Short the hell out of whiskey stocks — the hangover is coming. 1. The Hype is Dead – Bourbon is No Longer Booming Once …
— ORIGINAL POST ·
Time to Get Drunk on Puts – The Bourbon Bubble is About to Pop
· r/wallstreetbets
· Apr 20, 2025