People · Michael Burry · Earnings
What Michael Burry has said about earnings
Michael Burry, founder of Scion Asset Management. 6 statements from September 28, 2026 to October 26, 2026, each quoted word for word from the original and checked before publication. Newest first.
- October 26, 2026 · on X
“Foundations: Market Structure, Volatility Targeting, Pod Shops & Other Gremlins So, a big change is the multi-factor mechanical bid under the market’s growing power. Call that the yin. This was discussed in the Foundations: Market Structure & Value, linked above. The yang is something else that makes for a market with alpha of zero, low beta and yet all-time record gamma. Whatever is doing this ignores rallies entirely, freaks out with 2-3x historical levels of chaos in reaction to big declines, then exhausts it…”
- October 24, 2026 · on X
“It is striking. Almost any way I slice it, across 982 S&P 500 record closes since 1980, including the 10 record tops that preceded bear or near-bear markets, October 6, 2026 stands head to head with March 2000 as the two most narrow, thin, soft new highs”
Michael Burry Warns of Narrow S&P 500 Highs Echoing Dot-Com Peak →
- October 17, 2026 · on X
“For each of the ten market tops over the last 40 years, one will find a caldera of lava underneath the placid S. Park-like valley floor. Akin to Super Volcano Caldera under Yellowstone Park in real life. The lava, actually magma, has settled into levels..”
- October 11, 2026 · on X
“Salad days for home builders won’t last. Not a fan of home builder stocks. Building is a commodity business. Land appreciation/development is most of the ROIC. Housing shortage is mostly because people are failing to pair up. Square feet of housing per capita are at all-time high.”
Michael Burry Says Home Builder Stocks' 'Salad Days' Will End →
- October 6, 2026 · on X
“The stock market is quite obviously in its first stage of grief, denial. Per 2000 and 2008, this stage lasts 6-9 months.”
Michael Burry Says Stock Market in 'Denial' Stage, Citing 2000, 2008 Crashes →
- September 28, 2026 · on X
“New Trading Post September 28, 2028 Big Action in Big Shorts As My Research Progresses, plus a few new Buys My work on Part VI of the Heretic's Guide dovetails with Ares’s work wonderfully. I am coming at it from the bottoms-up insurance side, and I have collected significant data and come to certain conclusions. My data is more up to date than the data Ares uses. As well, my data is greater in scope on the insurance side.”
Michael Burry Reports "Big Action in Big Shorts" and New Buys →
Statements are reported from Michael Burry’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Michael Burry. The beat: Earnings.