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 | 110 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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michaeljburry.substack.comLatest Issues
Trading Post September 21, 2026
A Number of Value Buys, Including Two New to the CU Universe
The house party is packed, pushing AI higher today but I am largely ignoring the “woo-hoos.”
The Heretic’s Guide to AI’s Stars Part IV: The Big 5 Hyperscalers & the Missing $3 Trillion
A study of overlooked footnotes to the 10-K and 10-Q filings from Amazon, Meta, Alphabet, Microsoft & Oracle
Oracle is now in, so I can do this right. Slotting in Parts IV, here, as well as V and VI in relatively short time frames hereafte...
The Sickle Cell Development Fund
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One of my starkest memories as a medical intern is of patients literally lining the walls adjacent to the Elvis Presley Memorial Trauma Center in Memphis, Tennessee.
These patients were sitting down, dozens of them....
Trading Post Friday September 11, 2026
Selling out of one to pile into another
This is going to be short.
Shorting the Dollar by Drinking Free First Growth Bordeaux For Life
Or, How a Lifetime Free supply of First Growth Bordeaux Requires Shorting the Dollar
During my couple of decades running money for others, I was often asked to share alternative ideas that I had came across, worked up and found interesting...
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