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Millennials going through 9/11, two economic recessions, a pandemic, the looming threat of WW3, AI job automation, and now facing the ‘biggest crash in history’
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6.1 million Americans are behind on their mortgage.
FHA delinquencies just hit 11.03% — the highest in years.
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When you realize they’re willing to crash the economy in order to try to lower mortgage rates
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🚨BREAKING:
$PLTR erases $42b from its market cap a day after Burry announces betting against it
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When the S&P just hit all-time highs but 60% of Americans are using Afterpay to buy groceries
Sina
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BREAKING 🚨:
Michael Burry just shorted the market with $1.6B
Bought $890M of $SPY Puts
Bought $740M of $QQQ Puts
This now makes up 93% of his entire portfolio
Look out below.
Community note
Michael Burry’s account holdings data is listed as of June 30th. It is unknown whether Burry still holds the positions or has sold them in the last two weeks.
nitter.app/unusual_whales
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A lotta houses just went up for sale in Florida
Community note
This is wrong. The screenshot shows all the houses that are currently for sale in this area. In the last 7 days, less than 15 new houses have been advertised in the area.
zillow.com/homes/for_sale
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When you realize Michael Burry sold everything and only kept Estée Lauder… because makeup is recession-proof
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Druckenmiller: “I lost $600m shorting internet stocks in ‘99… they all went bankrupt later.”
Being right doesn’t mean you make money.
Timing is everything. Shorting is hell.
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Grab a cup of coffee, you won't want to miss this
Many are speculating that this week's sell off in the market is due to Bank of Japan's unexpected large interest rate hike which led to a massive unwinding of the yen carry trade
Let's breakdown exactly happened 🧵:
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🚨 $PLTR keeps crashing since Burry’s public filing of his bet against it
Now it erased $73b from its market cap
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$NVDA CEO Jensen Huang reacting to the audience showing how their NVIDIA stock has performed:
Jensen: Look at that… Look at that… 😂
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Breaking:
Blackstone limits withdrawals at $125bn property fund as investors rush to exit due to concerns about the health of the real estate market.
Burry has warned about this recently. See Below👇👇
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🚨 Just in:
FDIC just reported that 63 banks are on the brink of insolvent collapse
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Bill Ackman is having a wonderful Monday morning
Over a decade ago, Ackman and Carl Icahn went to war on CNBC and have been enemies ever since
Today Icahn was charged by the SEC with hiding billions of dollars worth of stock pledges
🧵 But their feud didn't start there ...
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Highlight of the entire debate was by far the golf argument
Nancy Pelosi Stock Tracker ♟
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GameStop $GME has been halted 5 times in the last 30 minutes
Is that a free market?
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BREAKING 🚨:
Michael Burry just shorted the entire SemiConductor sector
Bought $47M of puts on $SOXX
This makes up almost half of his entire portfolio.
Look out below.
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That face when Israel is bombing Iran, WW3 is about to break out, the dollar is collapsing and you’re sitting on cash after selling everything
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Fed cut interest rates and 30 yr. fixed mortgage rates flew back up to 7% in an instant
Since the Fed started lowering rates in September, 30 yr. rates have flown from 6.1% to 6.7%
🧵 It's likely only going to get worse and here's why:
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Housing market in free fall.
Most people don’t know you can short the housing market with ETFs but you can.
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Michael Burry didn’t just trim his longs.
He loaded up on PUTS.
He’s betting against:
• $NVDA (900k shares)
• $BABA, $PDD, $JD, $BIDU (China)
• $TCOM
Nearly 50% of his portfolio is a short on $NVDA alone.
The Big Bear is back🐻
BREAKING 🚨
Michael Burry just reported liquidating his entire portfolio
Except for one company - Estée Lauder $EL
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BREAKING 🚨
Michael Burry just reported liquidating his entire portfolio
Except for one company - Estée Lauder $EL
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Historically, the stock market collapses after the first Fed rate cut.
The market is predicting the first rate cut will be happening in the middle of 2024.
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In the last year alone, gold is up almost +40%
A move we haven't seen in years
There's a specific reason why:
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This is insane
Buffett and Berkshire now own 4% of all T-Bills issued to the public
Buffett has ~$277 B and the Fed has $195 B
Warren Buffett is now holds more US Treasury Bills than the Federal Reserve
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Michael Burry just tweeted “hope that chart helped”
This is the chart that he deleted and is referring to
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Burry shockingly sold out of all his Gold
He is now heavily bullish on the consumer, strength of the dollar, China, and the US Job Market
We think we have a good reason why he changed his mind on the US economy…
🧵 A thread worth reading below
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Lord Bebo
U.S. imports from China down 60%.
That’s a $24B/month hole in supply chains.
By June, shelves go empty?
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China has been buying Gold and dumping US Treasuries like never before in history
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"In 2024, there were more home buyers over the age of 70 than those under the age of 35 in the U.S" - Fortune
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10 days since Burry went bearish on AI...
NVDA: -10.4%
PLTR: -17.12%
No matter where this ends… it’s been fun to watch.
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Wall Street Apes
US mortgage delinquency rates have fallen to an all-time low of 3.37%.
If interest rates ever fall again housing prices will continue to rise.
Big Short 2.0 is incoming. Be ready.
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Billionaire hedge fund manager Paul Tudor Jones:
“All roads lead to inflation … I’m long gold, I’m long Bitcoin, I’m long commodities”
Blocktrainer
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In a shareholder letter from 2007, Michael Burry posing with two black swans, right before the financial crash of a lifetime.
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2007 called. It wants its housing glut back. 500,000 new homes for sale.
December 2007: 497k.
This time we added $34T in debt.
The soft landing fantasy ends at 570k
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Back in July, Michael Burry placed a $1.6 billion bet against the stock market using SPY and QQQ puts. Now, the stock market, as measured by the S&P 500, has dropped 10% from its July peak. This happened when the Federal Reserve said there wouldn't be a recession.
The total value of the stock market has fallen by over $4 trillion, and the seven biggest tech companies lost over $500 billion. It looks like even the strong tech companies are struggling.
People are watching the Federal Reserve's meeting next week closely as it's a big deal in these uncertain times.
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Last week Michael Burry tweeted:
"29 companies had a MKT CAP >10B with EBITDA of <-100M ... ALL this silliness must go"
Since he didn't provide a list, we decided to do it ourselves. Here's the top 12 by market cap
🧸's go have your fun
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🚨 BREAKING:
China is considering injecting up to 1 Trillion yuan ($142 Billion) of capital into its biggest state banks
The last time China injected capital into big banks was during the global financial crisis back in 2008
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National Bureau of Economic Research argues that 14 percent of the $2.7 trillion commercial real estate loan market — and 44 percent of office loans — currently carry outstanding loan balances higher than property values and are at risk of immediate default.
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10-year yields are now higher than they were before the tariff news broke.
Mortgage rates remain elevated, keeping pressure on homebuyers.
Until demand returns or rates ease, the real estate market is in trouble.
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In 2000 a relatively unknown proprietary trading firm was founded - Jane Street Capital
Last year was the fourth straight year Jane Street generated net trading revenues of more than $10 Billion, comfortably beating Goldman Sachs and many others
🧵 Here's how they did it
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Michael Burry: "consumers choose violence rather than cut back on spending in the face of inflation"
1) Credit Card debt is now ~$986B
2) The average American's CC balance is ~$6000
3) The CC APR is ~25%
4) The Median Bank Acct balance is ~$5500
Looks like #'s back him up
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🚨UPDATE:
$PLTR is down another 2% today
It's lost $51B in market cap since Burry announced he's betting against it
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BREAKING 🚨
Michael Burry just bough United Health too
He just disclosed owning up to $100M of calls on $UNH
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Welp, WeWork has officially filed for bankruptcy.
From a $47 billion private market valuation to a $9 billion IPO via a SPAC in 2021, and now trading at $1.32 a share in after hours, marking a jaw-dropping 99% drop from its IPO price.
The co-working space drama continues to unfold, reminding us that even unicorns can stumble in the real world of business.
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Texas homes are starting to rapidly lose value 😬
$125,000 price cut in less than 17 days
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Burry officially has a 100% winner on his hands again
On 5/15, Burry disclosed a new stake in the online retailer $REAL
Since that date the stock is up 97.8%
Congrats to all those who copied him 🫡
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Mood after copying Burry & selling out of your entire portfolio just to go long one prison stock 🐻
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Big News 🚨
Hedge Funds are now be required to disclose the stocks they are shorting
W for transparency
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BREAKING 🚨:
Michael Burry is officially bullish on Gold
He just disclosed a brand new $7.6M buy into Sprott Physical Gold Trust $PHYS
Gold is now his 5th largest position
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BREAKING 🚨:
Billionaire hedge fund manager Ray Dalio, founder of Bridgewater Associates, just warned that the UK could be heading for a “debt death spiral”
This is in which the UK has to borrow more and more money to service its rising interest costs
Here's why:
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Ticker History 🗞
Salesforce + @OpenAI partnership unleashed! 🤖 New Agentforce 360 apps now LIVE in ChatGPT — query CRM, build Tableau dashboards, analyze conversations, even close deals with Agentforce Commerce.
Trusted data + seamless workflows + the world’s best AI = unstoppable enterprise power. 🚀
cnbc.com/2025/10/14/salesfor…
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Ray Dalio explaining the clearest indicator of when a currency will decline
Quality (Mostly)
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Dr. Michael Burry explaining the complexity of his big short using credit default swaps
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🚨 BREAKING:
Steve Cohen, billionaire and founder of the prolific hedge fund Point72, has officially stopped trading
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