Archive - Cassandra Unchained

Short Thoughts July 24, 2026 - Offshore Insurers, Meet the Hyperscalers

Also, Andrew Granato of the University of Texas and Pranjal Drall in a 65 page academic paper take down the private credit/private equity/insurance…

2 hrs ago • Michael Burry

Trading Post July 24, 2026 - 4 Shorts, 3 Longs

No frills update on a busy day, about patience, and a word on Palantir

8 hrs ago • Michael Burry

Trading Post July 23, 2026 - 3 Stock Buys & the BIS Weighs in on AI's Rampant Circular Financing

Taking the Momentum Pair Trade challenge by shorting the Pods

Jul 23 • Michael Burry

Trading Post July 17, 2026 Plus Netflix & What's Up with the VIX

Added to one stock position, cut one put position in half, and added to another put position

Jul 17 • Michael Burry

Short Thoughts July 15, 2026 PYPL/IBM/HCA/More

Trading Postette Plus Commentary on PayPal Buyout Offer, IBM and HCA Swoons

Jul 15 • Michael Burry

Parallel Structure: The Pickup in Eddie Van Halen’s Frankenstrat on Van Halen’s First Album

Now for Something Different. A Look Back Before Looking Forward Again.

Jul 13 • Michael Burry

Short & Thankful: 300

Cassandra Unchained's community is today 300,00 subscribers strong.

Jul 12 • Michael Burry

[Abridged Version] Fannie, Freddie, Trump & the Housing Crisis

A CUSIP by CUSIP Examination of the Health of the Toxic Twins’ and Their Most Risky Business

Jul 12 • Michael Burry

Fannie, Freddie, Trump & the Housing Crisis

A CUSIP by CUSIP Examination of the Health of the Twins' & Their Most Risky Business

Jul 10 • Michael Burry

Short Thoughts July 8, 2026 - NVDA, Neos, Hyperscalers, Jevons Paradox, and Compression

Jensen Huang's $1 trillion visibility meets 94% unbuilt

Jul 9 • Michael Burry

Trading Post July 8, 2026

IV15 (and IV10, IV12, IV18, IV 20..), Two New Buys, One Addition to a Position

Jul 8 • Michael Burry

July 2026 Charity - Seva Foundation, Transforming Lives by Restoring Sight

July 2026 Cassandra Unchained Charity of the Month

Jul 4 • Michael Burry

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