ClaimsPeople

Michael Burry

Michael Burry is a widely known investor who founded Scion Capital/Scion Asset Management and writes a paid Substack newsletter, reported by Yahoo Finance to have passed 300,000 subscribers.

593 claims collected, 191 researched, 73 resolved. Report of 5 November 2026, method 0.1.0+c876030c.

Scores by kind of claim

Each kind of claim is scored on its own, out of 100: the share that held up, with the range it likely falls in. Fewer resolved claims give a wider range.

  • Factual claims

    Statements about the present or the past, checked against the record: did they hold up?

    74 67 80

    High confidence, 66 factual claims resolved. From 9 documents, 2001 to 2026; 14 documents sampled from 30 candidates found.

    Not scored: 46 unresolvable, 40 checkable only against their own records.

  • Predictions

    Statements about events outside the person's control, checked once they fell due: did they come true?

    62 43 81

    Low confidence, 6 predictions resolved. From 2 documents, 2006 to 2011; 14 documents sampled from 30 candidates found.

    Not scored: 20 unresolvable, 3 checkable only against their own records. 1 more fall due later.

    Does not yet allow for how likely each prediction was when made.

  • Promises

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

    Insufficient record: 1 promise resolved, 5 needed for a score.

    Not scored: 4 unresolvable, 2 not yet due, 2 checkable only against their own records.

All types combined: 73 (likely 66 to 79, high confidence), from 72 claims: 66 factual claims, 6 predictions. It mixes kinds of claim in different proportions for different people, so compare people kind by kind.

Michael Burry's claims

347 claims · page 1 of 4

347 claims, sorted by newest said. Choose a claim to read it in full.
VerdictKindSaidClaimTopic
Not checkable Not checkable 3 Nov 2026 We are dealing with extremes, and have been for some time. Not checkable · 3 Nov 2026
Not checkable Not checkable 3 Nov 2026 1 year is a useless measure of investment skill. Not checkable · 3 Nov 2026
Not checkable Not checkable 3 Nov 2026 It's not close to long enough. Not checkable · 3 Nov 2026
Not checkable Not checkable 28 Oct 2026 This is fake news. Not checkable · 28 Oct 2026
Not checkable Not checkable 27 Oct 2026 My view in a nutshell is that the tech is improving and that has nothing to do with any short thesis Not checkable · 27 Oct 2026
Not checkable Not checkable 27 Oct 2026 There is so much more going on than this s-1 addresses. Not checkable · 27 Oct 2026
Not checkable Not checkable 27 Oct 2026 I am looking at the financing, the insurer shell leverage in it, the inability to plug in the latest chips floating demand for earlier… Not checkable · 27 Oct 2026
Not checkable Not checkable 27 Oct 2026 For the benefit of humanity, the markets should tank hard and prevent the OpenAI and Anthropic IPOs Not checkable · 27 Oct 2026
Not checkable Not checkable 27 Oct 2026 There is a lot here but nothing that changes my view Not checkable · 27 Oct 2026
Not checkable Not checkable 26 Oct 2026 To receive new Feature Articles, Trading Posts, Foundations Pieces, History Rhymes, Short Thoughts, and other articles, and to partiipate… Not checkable · 26 Oct 2026
Not checkable Not checkable 26 Oct 2026 The picture is of a market with an increasingly powerful mechanical bid underneath it. Not checkable · 26 Oct 2026
Not checkable Not checkable 26 Oct 2026 Thank you all for your feedback. Not checkable · 26 Oct 2026
Not checkable Not checkable 24 Oct 2026 It is striking. Not checkable · 24 Oct 2026
Not checkable Not checkable 23 Oct 2026 Burry suggested that one “be thankful for and to all” and “be charitable.” Not checkable · 23 Oct 2026
Not checkable Not checkable 23 Oct 2026 “Art in the eye of the beholder is cheap” was another piece of advice shared by Burry. Not checkable · 23 Oct 2026
Not checkable Not checkable 23 Oct 2026 He also suggested “manifest[ing] the power of compounding” and advised: “Never gamble.” Not checkable · 23 Oct 2026
Not checkable Not checkable 23 Oct 2026 Burry also advised, “Buy half the house you can afford” Not checkable · 23 Oct 2026
Not checkable Not checkable 23 Oct 2026 The first was to “never stop exercising or learning”; the second was to “accept compromise [in order] to begin relationships.” Not checkable · 23 Oct 2026
Not checkable Not checkable 17 Oct 2026 For each of the ten market tops over the last 40 years, one will find a caldera of lava underneath the placid S. Park-like valley floor. Not checkable · 17 Oct 2026
Not checkable Not checkable 17 Oct 2026 If $AMD were cheaper, it'd be a buy for the treble damages awarded if/when $NVDA is finally prosecuted under antitrust law. Not checkable · 17 Oct 2026
Not checkable Not checkable 17 Oct 2026 Never gamble. Not checkable · 17 Oct 2026
Not checkable Not checkable 17 Oct 2026 Buy half the house you can afford. Not checkable · 17 Oct 2026
Not checkable Not checkable 14 Oct 2026 I have personally vetted this charity and it is remarkable how far they make a dollar go. Not checkable · 14 Oct 2026
Not checkable Not checkable 12 Oct 2026 Fannie Mae & Freddie Mac need Thor's Hammer to unleash the value. Not checkable · 12 Oct 2026
Not checkable Not checkable 11 Oct 2026 Land appreciation/development is most of the ROIC. Not checkable · 11 Oct 2026
Not checkable Not checkable 11 Oct 2026 Building is a commodity business. Not checkable · 11 Oct 2026
Not checkable Not checkable 11 Oct 2026 Not a fan of home builder stocks. Not checkable · 11 Oct 2026
Not checkable Not checkable 9 Oct 2026 I have a word for that. Denial. Not checkable · 9 Oct 2026
Not checkable Not checkable 8 Oct 2026 A fun game in times like these is to go to the S&P 500 Index and see how many profitable companies one can buy with the bubble private… Not checkable · 8 Oct 2026
Not checkable Not checkable 8 Oct 2026 Denial is most easily found in market breadth indicators. Not checkable · 8 Oct 2026
Not checkable Not checkable 8 Oct 2026 I follow one in particular that seems to give a strong signal every few decades. Not checkable · 8 Oct 2026
Not checkable Not checkable 6 Oct 2026 The only reason the CEOs of these tech monopolies are spending wildly on data centers like they are is because they assume they will be… Not checkable · 6 Oct 2026
Not checkable Not checkable 6 Oct 2026 The stock market is quite obviously in its first stage of grief, denial. Not checkable · 6 Oct 2026
Not checkable Not checkable 5 Oct 2026 Real analysis that critics don't read. Not checkable · 5 Oct 2026
Not checkable Not checkable 5 Oct 2026 Fraud is inevitable in the dark. I bring light. Not checkable · 5 Oct 2026
Not checkable Not checkable 3 Oct 2026 I tried not to waste any. Not checkable · 3 Oct 2026
Not checkable Not checkable 9 Jul 2026 It is the recovery of capitalized sunk cost over a defined window of earnings at the frontier, set against the terminal value. Not checkable · 9 Jul 2026
Not checkable Not checkable 9 Jul 2026 A chip can rent and still depreciate very fast economically. Not checkable · 9 Jul 2026
Not checkable Not checkable 9 Jul 2026 Depreciation cannot move two directions at once if it were a measurement of something. Not checkable · 9 Jul 2026
Not checkable Not checkable 9 Jul 2026 Depreciation is not a bet on when a chip stops working. Not checkable · 9 Jul 2026
Not checkable Not checkable 9 Jul 2026 the marginal buyer here is looking at a sold-out spot market standing in front of a giant power bottleneck and therefore may be hoarding as… Not checkable · 9 Jul 2026
Not checkable Not checkable 9 Jul 2026 It is an economic lever, not a physical measurement. Not checkable · 9 Jul 2026
Not checkable Not checkable 9 Jul 2026 Same hardware but opposite conclusions by two of the biggest. Not checkable · 9 Jul 2026
Not checkable Not checkable 31 Mar 2026 Shorts are not forever. Not checkable · 31 Mar 2026
Not checkable Not checkable 31 Mar 2026 Woke up humming this today. Not checkable · 31 Mar 2026
Not checkable Not checkable 27 Mar 2026 Government must fix this problem by facilitating efficient re-allocation of housing stock with higher housing velocity/mobility through the… Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 Artificially low interest rates, ~$6-7 trillion in helicopter cash and forgivable loans helped drive both the home updates and high housing… Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 This is a problem made for the GSEs. Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 Instead it is a problem of current residential space allocation and mobility Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 this problem was created by government manipulation of interest rates, cash money supply, and COVID lockups that went on too long and… Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 keeping the GSEs inefficiently run while in conservatorship. Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 now with guidelines to prevent risk-taking outside of their purpose, and grow their purchases of mortgages of well-targeted specification. Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 They also need to be run by real mortgage executives, not government functionaries. Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 Through well-targeted programs, the GSE can help the free market find spaces to intelligently reallocate , and help US citizens with… Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 the GSEs need to be recapitalized and retain easy access to capital markets. Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 Government created the problem and now maintains policies that prevent free markets from reaching a solution Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 I should have written this into the Recurrence piece itself. Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 This is not a housing shortage, despite what so many say. Not checkable · 27 Mar 2026
Not checkable Not checkable 27 Mar 2026 a decade of financial engineering optimized for homeowner wealth accumulation rather than housing market velocity/mobility/fluidity. Not checkable · 27 Mar 2026
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
Not checkable Not checkable 27 Mar 2026 The companies have become atherosclerotic, inefficient government programs Not checkable · 27 Mar 2026
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
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
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
Not checkable Not checkable 18 Mar 2026 This scenario was contemplated. Not checkable · 18 Mar 2026
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
Not checkable Not checkable 27 Feb 2026 $PLTR somehow kept its name out of this story. Not checkable · 27 Feb 2026
Not checkable Not checkable 23 Feb 2026 And you think I’m bearish. Not checkable · 23 Feb 2026
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
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
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
Not checkable Not checkable 15 Feb 2026 Please read yourselves before coming to any conclusions. Not checkable · 15 Feb 2026
Not checkable Not checkable 2 Feb 2026 The entire new Megadeth album is very good. Not checkable · 2 Feb 2026
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
Not checkable Not checkable 29 Jan 2026 Say what you want, but I'm right. Not checkable · 29 Jan 2026
Not checkable Not checkable 29 Jan 2026 No one has invented AI yet. Not checkable · 29 Jan 2026
Not checkable Not checkable 26 Jan 2026 He has held on with the diamondest hands. Not checkable · 26 Jan 2026
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
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
Not checkable Not checkable 21 Jan 2026 This is not surprising and will not end with OpenAI. Not checkable · 21 Jan 2026
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
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
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
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
Not checkable Not checkable 2026 more like 2000 than any time since, but not 2000 yet. Not checkable · 2026
Not checkable Not checkable Dec 2025 Thank you for being a subscriber! Not checkable · Dec 2025
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
Not checkable Not checkable Dec 2025 I have no edge there, despite my medical background. Not checkable · Dec 2025
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
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
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 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
Back to the list

Not checkable

“I didn't want the problems I had the first go around with Scion Capital.”

Michael Burry 19 November 2025 Burry sets record straight: Scion isn't closing (Stocktwits)

I didn't want the problems I had the first go around with Scion Capital.

Not checkable An opinion, value judgement or statement with nothing to check.

Cite this claim

Michael Burry, “I didn't want the problems I had the first go around with Scion Capital.” (said 19 November 2025). Verdict: not checkable. Reliability API, claim c_ff6e9e2bfcd8, method 0.1.0+c876030c. https://epistacklabs.com/claims/c_ff6e9e2bfcd8

Claims without a verdict

Is a verdict here wrong, or do you speak for Michael Burry? Reply on the claim's own page, with the form at its foot (how replies work). Verdicts are made automatically; how verdicts and scores are made.