If you are waiting for recession, inflation down, FED pivot, etc., by the time it happens, markets would of already priced most or all of it in.
— Stock Talk Thedave2006 Canada and US 🇨🇦 (@thedave2006) August 10, 2022
Very true words. When FED cuts that normally start of recession. https://t.co/zG8N9I4VDn
— RecessionALERT (@RecessionAlert) August 15, 2022
https://twitter.com/WifeyAlpha/status/1558902348147204096
- Michael Burry of “The Big Short” sold virtually all of his US stocks last quarter.
- Burry’s Scion Asset Management held only a $3.3 million stake in Geo Group, a new filing shows.
- Scion owned $165 million of stocks at the end of March, excluding its Apple put options.
Michael Burry, the investor of “The Big Short” fame, slashed his US stock portfolio to a single holding in the second quarter, a Securities and Exchange Commission filing showed on Monday.
Burry’s Scion Asset Management disclosed just over 500,000 shares of Geo Group, worth $3.3 million. Geo invests in private prisons and mental-health facilities and commands a market capitalization of less than $900 million.
Michael Burry just sold nearly everything he owns pic.twitter.com/gzfomSFYof
— Inverse Cramer (@CramerTracker) August 15, 2022
BBG: bears are increasing their bets against the market pic.twitter.com/ojtAVqd9c1
— Alessio (@AlessioTMAD) August 15, 2022
The supply of homes for sale across the US grew at a record rate last month, per Bloomberg.
— unusual_whales (@unusual_whales) August 14, 2022
https://twitter.com/MFHoz/status/1558911478169739265
DB’s measure of the effective (shadow) fed funds rate hit 4%. US monetary conditions are tighter than the Fed’s policy would suggest. Fundamentally is really hard to be risk on mode and think that a bear market is dead pic.twitter.com/qI1NiGdvIm
— Menthor Q (@MenthorQpro) August 14, 2022