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.
— David Jr Stock Forte 🇨🇦 🇺🇦 (@thedave2006) August 10, 2022
Very true words. When FED cuts that normally start of recession. t.co/zG8N9I4VDn
— RecessionALERT (@RecessionAlert2) August 15, 2022
Not losing money in a bear market is a massive flex. We are in the hardest type of bear market (inflationary bear) and we are in Stage 2, which is riddled with bear market rallies. We are at one of the most difficult points in time trading, close to the top of bear market rally.
— Wifey (@WifeyAlpha) August 14, 2022
- 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 ETF (Not Jim Cramer) (@CramerTracker) August 15, 2022
BBG: bears are increasing their bets against the market pic.twitter.com/ojtAVqd9c1
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) 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
2022 vs 2008 pic.twitter.com/nOsCnR3ZRb
— HOZ (@MFHoz) August 14, 2022
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
— Gianluca (@MenthorQpro) August 14, 2022