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re: Michael Burry just shorted, big time. Nearly 50% of portfolio is a short on $NVDA alone
Posted on 5/16/25 at 2:04 pm to Hollywood Henderson
Posted on 5/16/25 at 2:04 pm to Hollywood Henderson
He is a lot smarter than I am so this is concerning…but he also gets his timing wrong a lot.
Posted on 5/16/25 at 2:51 pm to Big Scrub TX
quote:Michael Lewis is better at writing fiction than non-fiction which sometimes leads to him confusing the two.
Not sure about that, but his claim that he "taught the Goldman mortgage desk" about using CDS to short mortgage bonds is...inane.
Some of the best parts of what he wrote in Money Ball and The Blind Side were pure fabrications.
I suspect the same is true of The Big Short.
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