Geriatric millennial. Macro, value & technical observer. I invest in agency mREIT & CEF preferred stocks & baby bonds. I also screen for value stonks for fun.🍷
Metro Detroit
Joined September 2008
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Dvolatility retweeted
Freight market conditions are deteriorating, suggesting the consumer segment of the economy is far weaker than the official data.
This is supposed to be peak season, but truckload rejections are falling when they should be going up.
Dvolatility retweeted
ELLIOTT:
“.. At present, virtually every alarm bell warning of a substantial bear market ahead is ringing.”
@WSJ @JohnSpall247
wsj.com/finance/investing/he…
Dvolatility retweeted
Here is the link where I made the case last week that beneath the surface the October 6, 2026 record close in the S&P 500 looks more like the March 2000 top than any other record high since 1980.
michaeljburry.substack.com/p…
Uhhhhhh wow
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion.
The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH.
If confirmed, this would mark the biggest hack in crypto history.
We expect more information shortly.
$OPP needs to go up soon
Dvolatility retweeted
This is fake news.
Michael Burry just laid out a long case for $META arguing that hyperscaler AI spending could lift its implied AI-services margins by ~10%.
Pretty interesting coming from someone who's been so critical of AI spending boom and is now pointing to where those investments could actually pay off.
Readers added context they thought people might want to know
Michael Burry has not laid out a long case for $META or suggested hyperscaler AI spending will pay off. His analyses warn of risks from trillions in off-balance-sheet commitments by hyperscalers including Meta plus accounting that may overstate earnings.
x.com/michaeljburry/…
cnbc.com/2025/11/11/big…
finance.yahoo.com/technology/ai/…