two questions, what are your thoughts on michael burry in general and his investment thoughts. when will there be an actual market crash. everyone always talks about it but it never happens?
The S&P 500 closed about 33.9% below its February peak. The Federal Reserve announced purchases of Treasury and agency mortgage-backed securities in the amounts needed to support market functioning that day.
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A rapid, substantial crash did occur. The policy announcement illustrates how the response to stress can change the path; its coincidence with the trough does not prove it alone caused the recovery.
A White House order temporarily suspended specified country-by-country tariffs for 90 days, except as to China. It came the day after the S&P 500’s April 8 closing-price trough, about 18.9% below its February peak.
In an accessible preview, Burry wrote, “Fundamentally, I am moving timelines up.” CNBC separately reported his interest in adding leverage to short positions through put options.
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By zachariah· 2,590 words
two questions, what are your thoughts on michael burry in general and his investment thoughts. when will there be an actual market crash. everyone always talks about it but it never happens?
Pandemic selloff reaches its closing-price trough
[2][27]The S&P 500 closed about 33.9% below its February peak. The Federal Reserve announced purchases of Treasury and agency mortgage-backed securities in the amounts needed to support market functioning that day.
A rapid, substantial crash did occur. The policy announcement illustrates how the response to stress can change the path; its coincidence with the trough does not prove it alone caused the recovery.
Fed raises rates during an equity bear market
[28]The Federal Reserve raised its policy rate by 75 basis points, citing inflation that remained too high.
Burry says he issued a public “Sell” call
[9]In a later retrospective, Burry recalled tweeting “Sell” on January 31, 2023.
Burry says he withdrew the sell advice
[9]In the same retrospective, he recalled saying, “I was wrong to say sell.”
Tariff pause follows the 2025 market trough
[26][3]A White House order temporarily suspended specified country-by-country tariffs for 90 days, except as to China. It came the day after the S&P 500’s April 8 closing-price trough, about 18.9% below its February peak.
Scion signs its September holdings filing
[12][10]The Form 13F described holdings as of September 30, 2025, including a Palantir put line with $912.1 million of reported underlying-share value.
Burry clarifies the Palantir put purchase cost
[11][10]Burry said he had bought 50,000 contracts covering 100 shares each for $1.84 per share—an initial premium of $9.2 million.
Burry says he is moving his timelines up
[15][16]In an accessible preview, Burry wrote, “Fundamentally, I am moving timelines up.” CNBC separately reported his interest in adding leverage to short positions through put options.
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