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Strategies & Market Trends
Bear!
An SI Board Since April 1998
Posts SubjectMarks Bans
271 24 0
Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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90 If you invest 80% of your portfolio in the S&P 500 and 20% in cash, you canLes H-5/21/1998
89 In defense of Glassman. Glassman isn't/wasn't "selling" anytjbe-5/21/1998
88 Still doesn't make sense to me. If I could loan out money at 8% above inflaMichael Burry-5/21/1998
87 James & thread, with discussion seemingly favoring bonds vs. silly "boMike 2.0-5/21/1998
86 Agree. So who's gonna pony up for the whole article? :-) Mike 2.0-5/21/1998
85 Give Archive link to washingtonpost.com a try, or elibrary.com, which may offerMike 2.0-5/21/1998
84 Ok, if that is what this Glassman guy is selling, that is absolutely too good tJames Clarke-5/21/1998
83 So you get 60% of the upside, but none of the downside? Sounds too good to be James Clarke-5/21/1998
82 On the Glassman piece: Thanks, Mike, for doing the research! I thought thatjbe-5/21/1998
81 So if the market falls, the bank gets your money for free for 5-10 years? No thMichael Burry-5/21/1998
80 Well you piqued my curiosity, and I found this abstract on the Wash. Post'sMike 2.0-5/21/1998
79 I have a really stupid question for the thread. But I hope for an intelligent jbe-5/20/1998
78 If you value a stock using a bond yield as a discount rate, and buy it at that James Clarke-5/19/1998
77 White Shoes, Good to hear from you again. Re: Coke as a bond, I've heard Michael Burry-5/19/1998
76 Dear Michael, there was an analyst on CNBC last week who said something to the White Shoes-5/18/1998
75 next week? nwlink.comKip518-5/16/1998
74 Buffett says U.S. stock prices need rosy scenerio NEW YORK, May 14 (Reuters) -Les H-5/15/1998
73 Yes, I am starting to short stocks in this market: TWLB, AEOS, MDY, SYNT. TheLes H-5/15/1998
72 For the first time in this bull market, I'm seeing a loss of leadership - tMichael Burry-5/15/1998
71 An alternative scenario can be found in decisionpoint.com Under the Chart SpotlLes H-5/7/1998
70 I think there's more trouble for NKE town and it's stock price. Looks Lucretius-5/6/1998
69 Mike: I don't know what the fund is holding right now... BUT... this kind Bonnie Bear-5/5/1998
68 At some point you warned me to stay out of the Prudent Bear Fund. I'm takiMichael Burry-5/5/1998
67 liked your chart!!! i predicted the same thing about 4 weeks ago (which probabLucretius-5/5/1998
66 No. I don't consider you facetious. I appreciate your thoughts James and Worswick-5/5/1998
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