Michael Burry - Cassandra Unchained05/10/2026 23:40:04

Trading Post October 5, 2026

Also, Introducing a New Feature, Portpourri

By Michael Burry
6 days ago
Trading Post October 5, 2026

The fourth quarter is tax loss harvesting season.

This time of the year I try to beat the rush, which arrives near the end of October and peaks in the first week of December.

This brings extra pressure on stocks that are down a lot, potentially creating real opportunities but also presenting a challenge for those holding the securities.

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Tax-loss Harvesting

In my portfolio, six stocks stand out as likely tax loss sale candidates that may not do well over the next couple of months.

There are myriad ways I can handle this, and these six portfolio stocks give good examples of three of those ways.

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Michael Burry - Cassandra Unchained

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.

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