Sachin Grover

[Sachin Grover @sachingrover99]

Insurance companies backing (subprime) "Investment-grade", heavily tranched CLOs in Europe and the USA. I've seen this movie before. 2027, I call it.

[Sachin Grover @sachingrover99]

Off by 6 months but yeah

[Sachin Grover @sachingrover99]

The INR is around 85 to 1 USD currently. And it has historically performed badly if there is a shortage in global Euro dollar liquidity. Will not be surprised at all if by the end of 2025, INR goes as low as 95.

[Shanaka Anslem Perera ⚡ @shanaka86]

Perfectly said. People keep looking at Burry’s ticker when they should be studying his incentive map.

In 2008 he was not “short housing.” He was short the machinery that let everyone pretend BBB paper was risk free. The trade was CDS, the enemy was the spreadsheet.

Now it is the same operating system with new branding. AI instead of CDOs, data centers instead of McMansions, depreciation schedules instead of rating models. The story changes, the plumbing does not.

Burry’s edge is exactly what you describe: he prices the accounting, the leverage and the career risk long before the narrative cracks. When everyone else asks “how do I stay invited to the party,” he asks “who is holding the bag when the lights come on.”

Silence from a man like that is not absence. It is positioning.

When history rewrites this chapter, people will say it was obvious. They always do.

[Shanaka Anslem Perera �� @shanaka86]

BURRY’S FINAL WARNING: The $9.2M Bet That Ends Silicon Valley

The man who called 2008 while Wall Street laughed just walked away from public markets forever.

Michael Burry didn’t just short Palantir. He executed the most asymmetric trade in financial history: $9.2 million for the right to collect $240 million when AI collapses. That’s 2,600% returns when the bubble pops.

The Numbers Don’t Lie:

Palantir: 449x earnings. Trading at $184. Burry’s strike: $50.
NVIDIA: Burning cash on chips obsolete in 36 months, depreciating them over 10 years.
The entire AI sector: Hiding $176 billion in fake accounting through 2028.

This is Enron mathematics. This is subprime CDOs wearing a silicon mask.

What Nobody Sees:

Big Tech spent $200 billion building AI infrastructure in 2025 alone. Revenue growth? Under 20%. The energy costs? Enough to power entire nations. The depreciation fraud? Bigger than anything in corporate history.

Burry spotted it. Filed his 50,000 put contracts. Then did something unprecedented: he deregistered his entire fund on November 10th, vanishing from regulatory oversight exactly like he did in 2008 when the pressure broke him.

This Is Not A Trade. This Is A Prophecy.

When Palantir’s CEO called him crazy, Burry went silent. No defense. No explanation. Just one cryptic post: November 25th. Something unchained.

He’s not managing money anymore. He’s not playing games. He placed the bet, walked away from the table, and left instructions for what comes after.

The man who warned us about housing while banks collapsed is now warning us about AI while tech soars 173% this year.

Last time, it took 18 months to be proven right.

Last time, he made $100 million and nearly lost his mind.

This time, he’s not waiting around to watch.​​​​​​​​​​​​​​​​

Full article here - https://t.co/vVpFcN1Wzf

[Not Jerome Powell @alifarhat79]

The entire US economy right now is 7 companies sending trillion dollars back and forth to each other

[Henrik Zeberg @HenrikZeberg]

Tell me again how we are not in a Bubble!

This is SP500 adjusted for Inflation.

I'm sure all is fine!

Largest Recession and Bear Market SINCE 1929 coming.

But first #BlowOffTop

[Sachin Grover @sachingrover99]

The INR is around 85 to 1 USD currently. And it has historically performed badly if there is a shortage in global Euro dollar liquidity. Will not be surprised at all if by the end of 2025, INR goes as low as 95.

[Henrik Zeberg @HenrikZeberg]

.....and how do you conclude "Soft Landing" based on this?

Give me your best shot 💪

["This time is different"-answer gets you blocked] 😉

[Henrik Zeberg @HenrikZeberg]

We are in the final phase of the #blowofftop

This phase is going to be the most explosive!

Reality is that it is a #Bubble - and it will CRASH!

But - YES - for now I ride the Bubble

[Sachin Grover @sachingrover99]

Yield curves, which had stayed inverted for the past 1-2 years in all the western economies, have finally returned to normalcy. Such a scenario has historically been associated with a coinciding RECESSION in the past. Let's see where this one goes!📉📉

[Sachin Grover @sachingrover99]

Hello everyone. I will be posting content related to Macroeconomics and Investing on this account.📈
Stay tuned!

[maneco64 @maneco1964]

Barring a Major Conflict BRICS Will Usher in a New Monetary System.
https://t.co/Ed2ihl5HrD