HeyJaredCassandra Unchained
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.
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 21, 2026
Latest issues
Trading Post September 28, 2026 (opens the original)
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Today I was busy repositioning the portfolio in light of weekend research that not only uncovered but informed. Fundamentally, I am moving timelines up. Subscribe now Read more
Short Thoughts: A Wall Street Titan Hands Us Part V.5 of Our Heretic’s Guide to AI’s Stars (opens the original)
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Parts IV and V of the Heretic’s Guide are leading into a Part VI that focuses on the financing web. I am working on that now, but this is need to know now information, so here it is. Read more
Abridged - Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (MSFT, AMZN, ORCL, META, GOOG) (opens the original)
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[I trimmed and restated the 9200 word original article down to about 1750 words for this Abridged version. This version contains slightly different, more directly stated prose and retains some of the visuals. An Abridged version accompanies every major feature article but is no substitute. The Abridged version is provided at the request of a significant portion of readership. I hope this version is clear for those that requested it. I will say in cutting 4
Capital Cycle IQ & Forensic Files on the Big 5 Hyperscalers (opens the original)
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To receive new articles, short thoughts, trading posts, and access to the best chat on Substack, consider becoming a free or paid subscriber.Where are we in the capital cycle? Every inves
The Next Big Deadly Fire Nightmare is Being Incubated Right Now by the State of California (opens the original)
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The City’s Own Report Demonstrates People Could Die.The City, Fearing the State, Approved the Project Anyway.We Sued. The petition: saratogacred.orgNever ForgetOn November 8, 2018, the Camp Fire overran Paradise, California. At its peak, the fire consumed the equivalent of one football field every second. Eighty-five people died, some in their cars, trapped in the gridlock created by poor escape routes.There were just t
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