See Summary: Week Ending July 22, 2021. Last week saw another choppy period for the ASX200 as the market tried to decide whether to focus on local lockdowns or new highs on Wall Street. Up until yesterday, Wall Street won. While there was not a lot of movement in short positons last week, the movements we do see nevertheless tell a tale. Who wins in a lockdown? Online sellers of household goods. Last week JB Hi-Fi ((JBH)) fell off the table from 5.6% shorted, while Temple & Webster ((TPW)) dropped to 6.3% from 7.4% a sly move ahead of this week’s strong earnings result. But shorts in Kogan ((KGN)) – Australia’s (slightly smaller) Amazon — rose to 10.2% from 9.7%. Surely Kogan can be included in the same group as the two above? See below.