Inflation Concerns - Michael Burry warned about impending inflation as early as February 2021 [1] - Burry highlighted the Federal Reserve's policy of monetizing $80 billion (800 亿) of Treasury debt per month [1] - Burry pointed to trillions of dollars in stimulus/debt and economic reopening as factors contributing to inflation pressure [1] - Burry suggested parallels between the current economic situation and the 1970s American inflation [1]

July 1, 2021 CNBC reports my warning that meme stocks were set to crash.The red arrow belows points to July 1, 2021https://t.co/vrls1izhdy https://t.co/gmXEumc0Ww ...

If a point is worth making, it is worth making twice. https://t.co/C3FiK2qfTt ...

Fun facts1. Even a $1 Trillion OpenAI raising $60B would not be near enough even though it would be the largest IPO raise in history by more than 2x. And will not change its Netscape fate.2. Over 90% of subscribers on Substack are free so almost every estimate of Substack revenue you see is >10x too much.3. I did not know there would be video released for my podcast with Michael Lewis- that much will be obvious if you come across it.4. Palantir is DiamondCluster.https://t.co/L3JqVYjIdp ...

Everyone that knows anything knows this.OpenAI is the next Netscape, doomed and hemorrhaging cash, Microsoft is trying to keep it afloat while keeping it off balance sheet and sucking out the IP. So why do they keep getting funded? The whole industry NEEDS a 500 billion IPO ASAP.Marc Benioff (@Benioff):LLMs are the new disk drives: commodity infrastructure you hot-swap for whoever’s cheapest + best. The fantasy that the model is a moat just expired. ☠️ https://t.co/VIBm3TH6nr ...

Jan 31, 2023 - I tweet “Sell”Banking crisis ensues and banks fail. There is panic and stocks fall.Mar 13, 2023 - I tweet “This crisis could resolve very quickly. I am not seeing true danger here.”March 30, 2023 - I tweet “I was wrong to say sell.”/meme corrected https://t.co/uQoPCncRYh ...

For mass consumption, most people need to be reduced to a single sentence, I get that, but too often that sentence fits an agenda better than the person. ...

Christian sent me these update photos in October. https://t.co/8GYgzzNoVS ...

Twelve months a year, Cassandra Unchained will donate 5% of subscription revenue during that month to a selected and vetted charity. This is also an opportunity to spread the word about charities truly making a difference. December’s charity is TogetherCalifornia, which was founded by Christian Bale and his wife Sibi to attack the foster care problem with real world action.https://t.co/5RXvM9NYwV ...

Available today, author Michael Lewis (Liars Poker, Moneyball, etc.j interviews me for his podcast Against the Rules.Available on Apple Podcasts, Spotify, Amazon Music, YouTube and othershttps://t.co/bbXOpykGoF https://t.co/Yjbjwk95sb ...