ClaimsMichael Burry

“My Cassandra Unchained Substack will NOT have a pricing increase on November 1.”

Michael Burry, X post 26 October 2026 Post by @michaeljburry on X, 2026-10-26 (X)

Promise Their own work or organisation

The Cassandra Unchained Substack will not raise its subscription price on November 1, 2026.

Unresolvable The public record could not settle it.

Promise: Commitments to the person's or organisation's own future action, with something to deliver: was it delivered?

What would count as true or false

True: the Cassandra Unchained subscription price (monthly and annual, for new and existing subscribers as applicable) was not raised on November 1, 2026, and stayed at its pre-November 1 level on and just after that date. Mostly true: there was no general increase on November 1, 2026, but a minor change took effect, for example the end of a promotional discount. Mostly false: a small increase to one tier took effect on or around November 1, 2026. False: the subscription price was raised on November 1, 2026.

Set before the research began.

Evidence (8)

  1. E1 Pricing Update - There will be NO Pricing/ Rate Increase November 1 Substack (Michael Burry, Cassandra Unchained) · 26 October 2026 Own record

    “I heard and, in the interests of accessibility and continuity, I will not change the pricing from the current $49/month and $479 annually.”
  2. E2 Burry Raised His Newsletter Price 40%. Three Days Later, It Was Gone. AInvest · 26 October 2026

    “By Oct. 26 the plan was dead. "Come November 1, nothing at all will change," Burry wrote, keeping the price at $49 a month and $479 a year.”
  3. E3 'Big Short' Investor Michael Burry Bumps Up Substack Subscription Price, Flags 4 'Busted' Bear-Market Havens Stocktwits · 23 October 2026

    “Burry said Cassandra Unchained's monthly subscription would rise from $49 to $69, while the annual fee would increase from $479 to $679. The changes take effect from Nov.1, implying increases of over 40% in both time periods.”
  4. E4 Cassandra Unchained Newsletter Insights

    “Priced at $49/mo, 880% above the Finance median of $5/mo.”
  5. E5 Pricing Update - There will be NO Pricing/ Rate Increase November 1 AlphaThinker · 26 October 2026

    “I heard and, in the interests of accessibility and continuity, I will not change the pricing from the current $49/month and $479 annually.”
  6. E6 Pricing Update - There will be NO Pricing/ Rate Increase November 1 AlphaThinker · 26 October 2026

    “Come November 1, nothing at all will change.”
  7. E7 Michael Burry Cancels 40% Substack Price Hike Plan After Pushback — Denies ‘Money Grab’ Motive Stocktwits · 26 October 2026

    “Cassandra Unchained will remain at $49 a month and $479 annually.”
  8. E8 'Big Short' Investor Michael Burry Bumps Up Substack Subscription Price, Flags 4 'Busted' Bear-Market Havens Yahoo Finance · 23 October 2026

    “Cassandra Unchained's monthly price rises from $49 to $69 and its annual fee from $479 to $679 on Nov.1.”

Reasoning

Independent reports from October 23 (E3, E8) say a rise from $49 to $69 a month and from $479 to $679 a year was due to take effect on November 1. Reports from October 26 (E2, E7) say the plan was cancelled and the price would stay at $49 a month and $479 a year. That matches Burry's own post (E1, E5, E6). Every dated item comes from before November 1, though. The only item that might reflect the price after November 1 (E4) has no date, so no evidence shows the price was still at the earlier level on or just after November 1, which the criteria require.

Cite this claim

Michael Burry, “The Cassandra Unchained Substack will not raise its subscription price on November 1, 2026.” (said 26 October 2026). Verdict: unresolvable. Reliability API, claim c_c33e2de536d4, method 0.1.0+c876030c, dataset release v1.1.2. https://epistacklabs.com/claims/c_c33e2de536d4

This claim is in dataset release v1.1.2, with the same verdict.

Reply to this claim

For Michael Burry, or someone speaking for them: a correction or counter-evidence. Replies are read before anything is shown; an approved reply shows your name, role, date, statement and link. Your email address is never shown and is deleted 30 days after the decision (privacy).

More promise claims by Michael Burry

  1. Delivered on time Promise 2001
    “Also, the minimum initial investment in the Fund for future investors will be raised to $250,000 as of the July 1, 2001 investment date.”

    The Scion Value Fund's minimum initial investment for future investors will be raised to $250,000 as of the July 1, 2001 investment date.

All of them

Verdicts are made automatically; how verdicts are made.