berkshiremystery

More interesting charts from Mac10 @Twitter.com

THE HARDEST LANDING Epic Fed policy error, groupthink pundits, and bailout-addicted investors are collaborating to create the hardest landing since 1929... https://zensecondlife.blogspot.com/2022/06/the-hardest-landing.html ...... MONETARY FAILURE AT THE ZERO BOUND In the perfect world for stocks, the Fed implodes the middle class, inflation comes down, and the Fed rescues markets before they collapse. This is what Wall Street now universally expects from the Fed, because it's been standard policy for the past 40 years. This time, they are flirting with disaster at the zero bound. Anyone who is now betting policy-makers can pull this off, deserves their certain fate... https://zensecondlife.blogspot.com/2022/06/monetary-failure-at-zero-bound.html ...... THE END OF GLOBALIZATION The day many of us thought would never arrive is finally at hand. It took fourteen years of continuous failure to bring about what was painfully obvious in 2008 - Globalization is over... https://zensecondlife.blogspot.com/2022/04/the-end-of-globalization.html

The mother of the Black Swan might soon arrive....

Today's interesting NY Times cover .....

He had last year a $2B equity portfolio, and now only reporting approx. $200M, its seems he has about 80-90% cash ?

Michael Burry (Scion Asset Management, LLC) filed today again. Cheers! https://fintel.io/i/scion-asset-management-llc https://www.sec.gov/edgar/browse/?CIK=1649339 https://www.sec.gov/Archives/edgar/data/0001649339/000156761922010747/0001567619-22-010747-index.htm https://www.sec.gov/Archives/edgar/data/1649339/000156761922010747/xslForm13F_X01/form13fInfoTable.xml COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE ALPHABET INC CAP STK CL A 02079K305 18,079 6,500 SH DFND 1,2 6,500 0 0 APPLE INC COM 037833100 35,970 206,000 SH Put DFND 1,2 206,000 0 0 BOOKING HOLDINGS INC COM 09857L108 18,788 8,000 SH DFND 1,2 8,000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 21,909 300,000 SH DFND 1,2 300,000 0 0 CIGNA CORP NEW COM 125523100 17,971 75,000 SH DFND 1,2 75,000 0 0 DISCOVERY INC COM SER C 25470F302 18,728 750,000 SH DFND 1,2 750,000 0 0 GLOBAL PMTS INC COM 37940X102 9,127 66,700 SH DFND 1,2 66,700 0 0 META PLATFORMS INC CL A 30303M102 17,789 80,000 SH DFND 1,2 80,000 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 14,362 76,200 SH DFND 1,2 76,200 0 0 OVINTIV INC COM 69047Q102 16,221 300,000 SH DFND 1,2 300,000 0 0 SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,673 250,000 SH DFND 1,2 250,000 0 0 STELLANTIS N.V SHS N82405106 9,762 600,000 SH DFND 1,2 600,000 0 0

Michael Burry´s recent tweets >>> https://twitter.com/burryarchive ....... ..... ..... ..... ..... ..... ..... ..... ..... ..... .....

Some great data charts from Peter Thiel´s friends David Sachs + Chamath Palihapitiya about the NASDAQ + tech >>> great opportunity to selectively buy certain names at cheap prices, I personally bought days ago FB,... Cheers! ..... ......

Talking about Michael Saylor,... ... here's a great 3 hour perspective with Lex Fridman. >>>

Thanks for sharing this Versign graphic. Buffett/Berkshire bought Versign in 2012. It´s mind-boggling and very insightful, many thanks for this chart.

Just some educational overview.... the simulated Ai grid at work with another contractor. Cheers! https://www.anduril.com/ .....

Some of latest video footage of the Moskva in flames >>> ..... ..... Again, I say that the targeting was probably done by the contractor Skynet-like Ai, that was in the payload of a recent SpaceX flight in the last 4 weeks. This emerging Ai-grid from space can to analysis 24/7 real time and forward simulated games. The small **Cassandra** minded investor community in the footsteps of Michael Burry see the potential of their thesis at work for the first time. The CEO, only probably didn't expect, how it works this perfectly. Comparing AI to most lethal weapon in human history isn't comforting, but as Elon already said before, if you can't stop it, join it. Elon transported this contractor Ai with SpaceX, which is also currently placed in the core of Amazon AWS. This should be considered a very brilliant DUNE-like chess move, if Besos also using the ¨same¨contractor Ai as Elon. The chess figures of snake oil are moving, visible. Cheers!