Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Micah Lance who wrote (57396)	6/10/2016 1:10:19 PM
From: Graham Osborn	Read Replies (1) \| Respond to of 78750

Supposedly Burry does not short en masse owing to liquidity issues in the often less liquid securities he favors (although I admit this is not much reflected in his holdings as of the last few filings). Of course, he could be shorting large-caps/ ETFs or selling index futures as many macro funds do. He could be using credit derivatives again. Since he doesn't pair-trade I don't think this excuses some of his odd long bets, but it does imply their impact on his net portfolio performance may be different than expected. Thanks for pointing this out.