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.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 120 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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michaeljburry.substack.comLatest Issues
Fannie Mae, Freddie Mac, Hong Kong stocks Value Stocks late in a Bull Market, and Consolidating a Big Short
Trading Post/Short Thoughts Mash-Up October 11, 2026
This week I was mostly busy writing, and I encourage everyone to read the post I put out on Wednesday, Short Thoughts: The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Market In...
Short Thoughts: The AI Cloud Oligopoly, Stages of Grief & a Flashing Bear Market Indicator
Other Peoples’ Money, Market Breadth & Market Structure, The Difference This Time
I have recently considered that the tech giants, but for Apple, are spending as if their lives depended on it when their lives clearly do not.
Trading Post October 5, 2026
Also, Introducing a New Feature, Portpourri
The fourth quarter is tax loss harvesting season.
Don’t Believe Your Lyin’ Eyes, GPU Depreciation & Useful Lives
Hystory Rhymes, Part II: Nvidia & The Great Winfield, “We have all been here before.”
Welcome to the second in the Hystory Rhymes series, where I use the past to illustrate the present and maybe even illuminate the future. Subscribe to acc...
Trading Post September 28, 2026
Big Action in Big Shorts As My Research Progresses, plus a few new Buys
Today I was busy repositioning the portfolio in light of weekend research that not only uncovered but informed.
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