Michael Burry

[winston]

Michael Burry Warns Market Is A 'Coiled Spring' Primed For Violent Crash

by Rishabh Mishra

Sounding the alarm on a fragile U.S. stock market, warning that an unprecedented combination of aging demographics, passive investing and a sudden halt in tech buybacks has created a “coiled spring” primed for a catastrophic crash.

Explosion of passive index funds, which now control over 60% of equity fund assets.

“In 2028, for the first time in its over 3-decade existence, the defined contribution juggernaut driving much of the growth of passive investing turns negative”.

Active ETF investing reached a massive 85.6%.

Rapid evaporation of corporate stock buybacks, which recently exceeded $1 trillion annually. Burry highlights that tech giants are abruptly abandoning share repurchases to fund massive artificial intelligence (AI) infrastructure.

Source: Benzinga

https://finance.yahoo.com/news/michael- ... 40606.html

[winston]

Michael Burry Says 'Lights Out': Ominous Sign for Stock Market?

by Erica Kollmann

A "Lights Out for Cassandra Unchained" post, coming after years of escalating bubble rhetoric and another step back from public commentary, fits his historic pattern of retreating just before or during periods of heightened market stress.

Yet history shows that while such moves have coincided with major drawdowns, they have also preceded powerful rallies and have not been precise timing tools for the broader stock market.

Source: Benzinga

https://finance.yahoo.com/markets/stock ... 33088.html

[behappyalways]

Michael Burry says the market today feels like ‘the last months of the 1999-2000 bubble’
https://www.cnbc.com/2026/05/08/michael ... ubble.html

[winston]

Michael Burry has a blunt message on the stock market for 2026

by Hillary Remy

"Stocks are not up or down because of jobs or consumer sentiment. They are going straight up because they have been going straight up. On a two letter thesis that everyone thinks they understand. Feeling like the last months of the 1999-2000 bubble."

He reportedly purchased January 2027 put options on the iShares Semiconductor ETF with strike prices well below current levels, betting on a roughly 30% decline.

Valuation measures can remain stretched for extended periods, especially when momentum and narrative are driving markets rather than fundamentals.

Source: The Street

https://finance.yahoo.com/markets/stock ... 00315.html