“大空头”炮轰美联储

Core Viewpoint - Michael Burry, a well-known short-seller, argues that the Federal Reserve is unnecessary for the U.S. economy, suggesting that its functions could be effectively managed by the Treasury Department [1][2]. Group 1: Burry's Critique of the Federal Reserve - Burry claims that the Federal Reserve's role is "the simplest job in the world" and believes it has caused significant damage over the past century [1][2]. - He expresses a radical view that if former President Trump were to take control of the Federal Reserve, it could lead to the institution's downfall, as public sentiment would turn against it [2]. - Burry questions the rationale behind the Fed's potential interest rate cuts, stating there is no current justification for lowering rates [2]. Group 2: Economic Implications of Fed Policies - The Federal Reserve is expected to lower interest rates in December, despite rising inflation pressures, which Burry warns could harm savers and fixed-income investors [2][3]. - Burry's short positions on high-valuation tech stocks like Nvidia and Palantir could be negatively impacted by Fed rate cuts, as these stocks are sensitive to interest rate changes [3].