How much longer will this bear market go on for?

Type_45

Swipe said:

Type_45 said:

Michael Burry has liquidated his entire portfolio except for one stock. Perhaps he's since liquidated that too.

You do realise that Burry's portfolio was all shorts?

I didn't realise that. Are you sure?

Swipe

Type_45 said:

Swipe said:

Type_45 said:

Michael Burry has liquidated his entire portfolio except for one stock. Perhaps he's since liquidated that too.

You do realise that Burry's portfolio was all shorts?

I didn't realise that. Are you sure?

Look it up.

Swipe

https://whalewisdom.com/filer/scion-asset-management-llc#tabholdings_tab_link



And he sold all his stocks before this rally (at the bottom)

Type_45

Swipe said:

https://whalewisdom.com/filer/scion-asset-management-llc#tabholdings_tab_link



And he sold all his stocks before this rally (at the bottom)

So he had stocks then?  His portfolio wasn't "all shorts"?

Prism

Type_45 said:

Swipe said:

https://whalewisdom.com/filer/scion-asset-management-llc#tabholdings_tab_link



And he sold all his stocks before this rally (at the bottom)

So he had stocks then?  His portfolio wasn't "all shorts"?

Yeah he held stocks, which have now mostly been sold. We have no real idea what shorts he holds. I assume he has taken more out recently

snarffie

Type_45 said:

Swipe said:

https://whalewisdom.com/filer/scion-asset-management-llc#tabholdings_tab_link



And he sold all his stocks before this rally (at the bottom)

So he had stocks then?  His portfolio wasn't "all shorts"?

Type45, I know you had a bit of a blind spot around the concept of shorting, as in you didn’t have a scooby. 

Have you since done some reading up on the subject?

Just checking. 

Alistair31

Had stocks. Sold them by end of Q2 just in time for markets to accelerate.
Sounds like Type45’s sort of guy.

Type_45

The nature of bear market rallies is that they suck in money from the sidelines. 

Type_45

Stargunner said:

Type_45 said:

masonic said:

Type_45 said:

Michael Burry has liquidated his entire portfolio except for one stock. Perhaps he's since liquidated that too.

We don't need to know what Michael Burry is doing. It's not as though his predictions come true like clockwork. It would be far more interesting to get an update on the Type_45 portfolio.

Keeping it quiet as I don't want to spook the markets.

More like you don’t want to admit to everyone of the recent equity rally that you have missed out on whilst sitting with your big pile of cash 

I see us as allies. I will buy your bags when you want out. 

Swipe

Type_45 said:

Stargunner said:

Type_45 said:

masonic said:

Type_45 said:

Michael Burry has liquidated his entire portfolio except for one stock. Perhaps he's since liquidated that too.

We don't need to know what Michael Burry is doing. It's not as though his predictions come true like clockwork. It would be far more interesting to get an update on the Type_45 portfolio.

Keeping it quiet as I don't want to spook the markets.

More like you don’t want to admit to everyone of the recent equity rally that you have missed out on whilst sitting with your big pile of cash 

I see us as allies. I will buy your bags when you want out. 

If it does tank, you'll never buy back in