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Strategies & Market Trends
Bear!
An SI Board Since April 1998
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Emcee:  Michael Burry Type:  Unmoderated
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221The issue isn't liquidity. As I already mentioned the fiscal put is in placeSean Collett14/15/2024
220For those bearish, maybe watch the IB stocks as a measure. The investment banks Harshu Vyas-4/15/2024
219Inflation is a friend to debt holders, but deflation is an enemy. Disagree hereHarshu Vyas-4/10/2024
218Not a bad time for me to clear out and sit on the sidelines. Timing was pretty gSean Collett-4/10/2024
217Not a bad time to go bearish with inflation persistently running hot. But what Harshu Vyas-4/10/2024
216Another decent sign that thing's are not all good in the hood is Antara creaSean Collett-4/8/2024
215Having written that, one should also note that Graham mentioned that "valueHarshu Vyas-4/8/2024
214<< If indices fall, value might not go down.>> Now depends on what Sean Collett14/8/2024
213I'm bearish for tech stocks and industrials. But nothing else really. If inHarshu Vyas-4/6/2024
212Well if you're not bearish why post on a bear thread? :) I don't fear aSean Collett-4/5/2024
211Still think you're early. There's plenty of value in this market so it dHarshu Vyas-4/5/2024
210I have gone into almost all cash. I have a few small positions open, but my bearSean Collett-4/5/2024
209I'm not a bear. I still think this market has legs. BUT, there are undoubtedHarshu Vyas-2/18/2024
208I am fully invested in value and have no intention of trying to time the market Sean Collett-2/13/2024
207To your selection of graphs I would like to add the following 2 on credit card dJohnyP-1/2/2024
206I saw that and the details from the NYT article highlight where some real risk iSean Collett-12/19/2023
20540% of borrowers did not resume student loan payments... I guess that's bullJohnyP-12/19/2023
204You are not alone Sean, wanted to share that earlier but I forget to post sometiJohnyP112/2/2023
203My point on corporate margins and not having inflation to protect them has been Sean Collett-12/1/2023
202If you are buying & holding for the long term, you really cannot afford to dpetal-11/28/2023
201<< Consumers are stretched - but that narrative has been true for more thSean Collett-11/26/2023
200Consumers are stretched - but that narrative has been true for more than a year.Harshu Vyas111/26/2023
199What I am trying to understand now is what happens as the overnight reverse repoSean Collett-11/24/2023
198You are not alone Sean. I also see the market as wildly overvalued and it is cleJohnyP-11/24/2023
197My bear sense has continued to grow as I see more bull optimism; more and more cSean Collett-11/22/2023
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