| Not checkable |
Not checkable |
27 Mar 2026 |
It adds to the problem through high maintenance burdens on new homeowners with little equity in their homes.
Not checkable · 27 Mar 2026 |
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| Not checkable |
Not checkable |
27 Mar 2026 |
The companies have become atherosclerotic, inefficient government programs
Not checkable · 27 Mar 2026 |
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| Not checkable |
Not checkable |
27 Mar 2026 |
Building more new overpriced, poorly built homes in increasingly dangerous flood zones and other hazardous fringe areas is not the solution.
Not checkable · 27 Mar 2026 |
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| Not checkable |
Not checkable |
27 Mar 2026 |
To achieve this they need to exit conservatorship in a manner that excites markets to fund these companies
Not checkable · 27 Mar 2026 |
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| Not checkable |
Not checkable |
21 Mar 2026 |
What really matters to the market and the US economy is not the Strait of Hormuz.
Not checkable · 21 Mar 2026 |
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| Not checkable |
Not checkable |
18 Mar 2026 |
This scenario was contemplated.
Not checkable · 18 Mar 2026 |
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| Not checkable |
Not checkable |
18 Mar 2026 |
Despite price action since, regarding Fannie Mae $FNMa and Freddie Mac $FMCC, I stand by every single thing I wrote in December.
Not checkable · 18 Mar 2026 |
|
| Mostly true |
Factual |
9 Mar 2026 |
The Headstrong Project was founded in 2012 by a combat veteran.
Factual · 9 Mar 2026 |
Other |
| Unresolvable |
Factual |
3 Mar 2026 |
As of March 2026, Michael Burry had not directly tackled the overvaluation of the market itself in his writing.
Factual · 3 Mar 2026 |
Their own work or organisation |
| Not checkable |
Not checkable |
27 Feb 2026 |
$PLTR somehow kept its name out of this story.
Not checkable · 27 Feb 2026 |
|
| Mixed |
Factual |
27 Feb 2026 |
Nvidia is investing $30 billion in OpenAI, and OpenAI is to spend 20+ billion on Nvidia chips.
Factual · 27 Feb 2026 |
AI, the economy and work |
| Unresolvable |
Factual |
26 Feb 2026 |
All of Hong Kong's massive tech stocks (Alibaba, JD, PDD, Baidu, Trip.com) became massive after 2007.
Factual · 26 Feb 2026 |
Economics and markets |
| Not checkable |
Not checkable |
23 Feb 2026 |
And you think I’m bearish.
Not checkable · 23 Feb 2026 |
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| Not checkable |
Not checkable |
22 Feb 2026 |
Even if you predicted a half century of radio dominance, you would have lost money on RCA.
Not checkable · 22 Feb 2026 |
|
| Resolved true |
Factual |
22 Feb 2026 |
RCA stock fell about 98% peak to trough in the early 1930s, while radio's growth continued for many more decades.
Factual · 22 Feb 2026 |
Economics and markets |
| Not checkable |
Not checkable |
21 Feb 2026 |
Now you are engaging in accounting tricks to hide expense, to protect earnings, as the impact is so severe.
Not checkable · 21 Feb 2026 |
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| Not checkable |
Not checkable |
16 Feb 2026 |
Convergence, commoditzation, compression and reflexivity - the 4 horsemen of the data center buildout apocalypse.
Not checkable · 16 Feb 2026 |
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| Not checkable |
Not checkable |
15 Feb 2026 |
Please read yourselves before coming to any conclusions.
Not checkable · 15 Feb 2026 |
|
| Unresolvable |
Factual |
12 Feb 2026 |
Palantir had lost $3.96 billion in its history as of June 30, 2020, according to its IPO filing.
Factual · 12 Feb 2026 |
Economics and markets |
| Mostly true |
Factual |
12 Feb 2026 |
As Palantir prepared to go public in August 2020, its board awarded Alex Karp $1.1 billion worth of stock options.
Factual · 12 Feb 2026 |
Economics and markets |
| Unresolvable |
Prediction |
5 Feb 2026 |
If GameStop deploys a large amount of capital near a market bottom, it will do far better than deploying capital in expensive markets.
Prediction · 5 Feb 2026 |
Economics and markets |
| Unresolvable |
Factual |
5 Feb 2026 |
Alphabet changed its risk factor and useful life methodology language to include "historical asset performance" and "expected technology advancements."
Factual · 5 Feb 2026 |
Economics and markets |
| Unresolvable |
Factual |
3 Feb 2026 |
Fistula Foundation is rated 100% by Charity Navigator and A grade by Charity Watch.
Factual · 3 Feb 2026 |
Other |
| Not checkable |
Not checkable |
2 Feb 2026 |
The entire new Megadeth album is very good.
Not checkable · 2 Feb 2026 |
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| Not checkable |
Not checkable |
30 Jan 2026 |
Elon is an American treasure but also a desperately incentivized futurist even earlier than me.
Not checkable · 30 Jan 2026 |
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| Not checkable |
Not checkable |
29 Jan 2026 |
Say what you want, but I'm right.
Not checkable · 29 Jan 2026 |
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| Not checkable |
Not checkable |
29 Jan 2026 |
No one has invented AI yet.
Not checkable · 29 Jan 2026 |
|
| Unresolvable |
Factual |
27 Jan 2026 |
Buybacks, a board reorganization and the sale of Spring Wireless for cash were activist successes with concrete results but had zero impact on price or short interest.
Factual · 27 Jan 2026 |
Economics and markets |
| Not checkable |
Not checkable |
26 Jan 2026 |
He has held on with the diamondest hands.
Not checkable · 26 Jan 2026 |
|
| Unresolvable |
Factual |
26 Jan 2026 |
Michael Burry put together a Microsoft Word analyst template for his Scion analysts in early 2006.
Factual · 26 Jan 2026 |
Their own work or organisation |
| Unresolvable |
Promise |
22 Jan 2026 |
Michael Burry said he was actively working on posts readers were expecting: GME Part 2, the Heretic's Guide Part 3, and the LULU and Palantir pieces.
Promise · 22 Jan 2026 |
Their own work or organisation |
| Unresolvable |
Promise |
22 Jan 2026 |
On February 1, 2026, the Cassandra Unchained subscription rate for new subscribers will move to $49/month or $439/year.
Promise · 22 Jan 2026 |
Their own work or organisation |
| Not checkable |
Not checkable |
21 Jan 2026 |
The problem is too big to save, again by that very same definition.
Not checkable · 21 Jan 2026 |
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| Not checkable |
Not checkable |
21 Jan 2026 |
All the capital being being spent and lent by the richest companies on earth will not buy enough time-by the very definition of mania.
Not checkable · 21 Jan 2026 |
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| Not checkable |
Not checkable |
21 Jan 2026 |
This is not surprising and will not end with OpenAI.
Not checkable · 21 Jan 2026 |
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| Not checkable |
Not checkable |
20 Jan 2026 |
It’s the best place to set up anti-missile defenses to intercept ICBMs coming from Russia / China
Not checkable · 20 Jan 2026 |
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| Not checkable |
Not checkable |
20 Jan 2026 |
One reason Greenland is strategically important to the US is in fact twofold:
Not checkable · 20 Jan 2026 |
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| Not checkable |
Not checkable |
20 Jan 2026 |
It’s a very good place to set up offensive missile capabilities to threaten Russia / China
Not checkable · 20 Jan 2026 |
|
| Mixed |
Factual |
20 Jan 2026 |
The US already has the right to place military installations across Greenland.
Factual · 20 Jan 2026 |
AI policy and governance |
| Not checkable |
Not checkable |
20 Jan 2026 |
If you throw a ball into the air you’ll see the same effect - the ball is slowest at its highest point.
Not checkable · 20 Jan 2026 |
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| Not checkable |
Not checkable |
2026 |
more like 2000 than any time since, but not 2000 yet.
Not checkable · 2026 |
|
| Mixed |
Factual |
Dec 2025 |
Michael Burry has generally stayed away from investing in biomed and medtech.
Factual · Dec 2025 |
Their own work or organisation |
| Resolved true |
Factual |
Dec 2025 |
Tae wrote the book The Nvidia Way.
Factual · Dec 2025 |
Technology |
| Not checkable |
Not checkable |
Dec 2025 |
Thank you for being a subscriber!
Not checkable · Dec 2025 |
|
| Mixed |
Factual |
Dec 2025 |
Former Stanford colleagues of Michael Burry run Palo Alto Investors, which has focused almost entirely on biomed and medtech for almost three decades.
Factual · Dec 2025 |
Economics and markets |
| Not checkable |
Not checkable |
Dec 2025 |
More like 2008 than I initially thought, which surprised me.
Not checkable · Dec 2025 |
|
| Not checkable |
Not checkable |
Dec 2025 |
When I saw, and as I see, how the people that do really well in the space do it, I fully recognize that is not a space for a generalist…
Not checkable · Dec 2025 |
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| Not checkable |
Not checkable |
Dec 2025 |
I have no edge there, despite my medical background.
Not checkable · Dec 2025 |
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| Not checkable |
Not checkable |
Dec 2025 |
There are very few areas I avoid, but that is one.
Not checkable · Dec 2025 |
|
| Not checkable |
Not checkable |
Dec 2025 |
The math is hidden again, but the issue is much bigger and interesting than depreciation.
Not checkable · Dec 2025 |
|
| Unresolvable |
Promise |
Dec 2025 |
Michael Burry said in early December 2025 that he was still working on "that story", which he described as "more like 2008" than he first thought, and hoped to post it in the next few weeks.
Promise · Dec 2025 |
Their own work or organisation |
| Not checkable |
Not checkable |
Dec 2025 |
Thank you my friend. I sincerely appreciate your comment here. And congratulations on your new book!
Not checkable · Dec 2025 |
|
| Not checkable |
Not checkable |
Dec 2025 |
Thank you Henry for subscribing.
Not checkable · Dec 2025 |
|
| Unresolvable |
Factual |
19 Nov 2025 |
Scion Asset Management's most recent incarnation was essentially a friends-and-family fund.
Factual · 19 Nov 2025 |
Their own work or organisation |
| Unresolvable |
Factual |
19 Nov 2025 |
Burry did not market Scion Asset Management like most funds and did not try to grow assets by acquiring investors he did not already know.
Factual · 19 Nov 2025 |
Their own work or organisation |
| Mostly true |
Factual |
19 Nov 2025 |
Michael Burry is still managing his own money and is active in markets.
Factual · 19 Nov 2025 |
Their own work or organisation |
| Not checkable |
Not checkable |
19 Nov 2025 |
I didn't want the problems I had the first go around with Scion Capital.
Not checkable · 19 Nov 2025 |
|
| Not checkable |
Not checkable |
13 Nov 2025 |
doesn’t surprise me one bit that Alex Karp and his ‘ontology’ @PalantirTech cannot crack a simple 13F.
Not checkable · 13 Nov 2025 |
|
| Not checkable |
Not checkable |
13 Nov 2025 |
“My estimation of value in securities is not now, and has not been for some time, in sync with the markets.”
Not checkable · 13 Nov 2025 |
|
| Not checkable |
Not checkable |
13 Nov 2025 |
“on to much better things” on November 25
Not checkable · 13 Nov 2025 |
|
| Not researched |
Factual |
2025 |
Deutsche Bank dropped Scion as a client in 2005 for being too aggressive in disputing marks.
Factual · 2025 |
Their own work or organisation |
| Not researched |
Factual |
2025 |
Scion Capital employs Citco Fund Services as third-party administrator for its funds.
Factual · 2025 |
Their own work or organisation |
| Not checkable |
Not checkable |
2025 |
Selectively shorting the most problematic mortgage-backed securities in history today amounts to just such an opportunity.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Yet our investment in these mortgage shorts was and is a rational investment shorting the absolute worst quality among borrowers and their…
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Never have I had the success I had this past January, however, and I did not react well to it in context.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
My interests remain very much aligned with yours.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
I do not like the math of shorting stocks, nor the risks.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
I neither bemoan these recent short-run declines nor fear long-term impairment of my net worth.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
That $33 million is a good proxy for the amount of net income that public shareholders get after the company’s senior management and…
Not checkable · 2025 |
|
| Own records only |
Factual |
2025 |
The duration of Scion's single-name corporate CDS portfolio is roughly 3.5 years.
Factual · 2025 |
Their own work or organisation |
| Not checkable |
Not checkable |
2025 |
In my opinion, it is possible that managers in aggregate have done poor research on many of the companies that they are short.
Not checkable · 2025 |
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| Not checkable |
Not checkable |
2025 |
Great difficulty accompanies any effort to value financial institutions today because share counts are in the midst of repeated dilutions…
Not checkable · 2025 |
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| Not checkable |
Not checkable |
2025 |
But the two major risks facing an adjustable rate mortgage borrower - that home prices and easy credit potentially both collapse during the…
Not checkable · 2025 |
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| Not checkable |
Not checkable |
2025 |
I fear that no matter how conservative large public banks should be, they cannot be.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Of course, it is a shell game.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Including speculative or overpriced stocks in the portfolio simply to diversify against the impact of an array of possible external shocks…
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
my firm opinion is that the best hedge is buying an appropriately safe and cheap stock.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
In retrospect, one might argue I ought to have rushed to take larger positions at the time.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
You should recognize, however, that this is not such a coincidence precisely because I buy common stocks for the portfolio as if I were…
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
I would argue that the ability to buy at 40 cents presents opportunity, not risk, and that the dollar is still worth a dollar.
Not checkable · 2025 |
|
| Unresolvable |
Prediction |
2025 |
Burry does not expect a lasting rebound in the stocks of technology companies with reckless management after the bubble burst.
Prediction · 2025 |
Economics and markets |
| Own records only |
Factual |
2025 |
Scion's investment in Blue Ocean Re has largely been wound up.
Factual · 2025 |
Their own work or organisation |
| Not checkable |
Not checkable |
2025 |
I should reiterate that we are not betting on housing Armageddon.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
In fact, at all times I strive to buy stock at prices per share that no acquirer could ever pay for the whole company
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
I very much appreciate having these parties on the Scion Capital team.
Not checkable · 2025 |
|
| Not researched |
Factual |
2025 |
The exposure list Scion gave the FCIC shows its peak exposures, before it sold any positions.
Factual · 2025 |
Their own work or organisation |
| Not checkable |
Not checkable |
2025 |
Current economic conditions present a recurring opportunity that occasionally offers dollar bills for at most 55 cents on the dollar.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
the dealers are acting in their best interests, but I have no evidence of collusion of any
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Of course, this is a bit like buying stock from a short seller and allowing the short-seller to decide how my position is marked.
Not checkable · 2025 |
|
| Own records only |
Factual |
2025 |
A number of the companies covered by Scion's credit protection contracts are engaged in the mortgage business.
Factual · 2025 |
Their own work or organisation |
| Own records only |
Factual |
2025 |
Scion's credit protection contracts cover $4.27 billion in notional value, largely on financial companies.
Factual · 2025 |
Their own work or organisation |
| Not checkable |
Not checkable |
2025 |
Moreover, as they raced to become too big to fail, many grew at rates that outstripped internal accounting and audit controls as well as…
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
A wildly fluctuating dollar selling for 40 or 50 or 60 cents will always remain more attractive – and far less risky.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
I seek individual investments that will allow me to target total portfolio returns of at least 20% annually after fees and expenses on an…
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Long stock investments are my focus, as they have always been.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Rather, I will respond to the opportunities that the stock market provides, no matter the prospects for or level of the general market.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
I fully expect and recommend that members of this investment vehicle judge my performance over a period of five years or greater.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Maybe some of us just put in a bit more work - on the premise that nothing obviates risk like informed common sense.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
This is how I think about your investment.
Not checkable · 2025 |
|
| Not checkable |
Not checkable |
2025 |
Venturing cash-first into unfamiliar territory nearly always results in either losses appropriate for the bonehead move or successes borne…
Not checkable · 2025 |
|