Michael Burry - Cassandra Unchained
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
Short Thoughts: The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Market Indicator
Other Peoples’ Money, Market Breadth & Market Structure, The Difference This Time
Short Thoughts: The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Market Indicator
Other Peoples’ Money, Market Breadth & Market Structure, The Difference This Time
Trading Post October 5, 2026
Also, Introducing a New Feature, Portpourri
Don’t Believe Your Lyin’ Eyes, GPU Depreciation & Useful Lives
Hystory Rhymes, Part II: Nvidia & The Great Winfield, “We have all been here before.”
Trading Post September 28, 2026
Big Action in Big Shorts As My Research Progresses, plus a few new Buys
Short Thoughts: A Wall Street Titan Hands Us Part V.5 of Our Heretic’s Guide to AI’s Stars
Researching for Heretic’s Guide Part VI, I Stumble Upon Can’t-Wait Info That is Must Know Now
Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG)
The Heretic’s Guide to AI’s Stars Part V, with CU Universe Stock Rankings & the All Map
Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers
The Heretic’s Guide to AI’s Stars Part V, with CU Universe Rankings, the All Map
The Next Big Deadly Fire Nightmare is Being Incubated Right Now by the State of California
The City’s Own Report Demonstrates People Could Die.
Trading Post September 22, 2026
Running the Table Today, Processing Newsflow, and Putting out a Quick Update
Trading Post September 21, 2026
A Number of Value Buys, Including Two New to the CU Universe
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.