All things STOCKS

#20,454
#20,454
MurphyVol said:
Burry has called 8 out of the last 2 crashes
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Burry I think is by far the least interesting and least correct figure to come out of The Big Short, yet he has the biggest following. He got incredibly lucky with his timing on that trade because he risk managed it horribly. If the MBS he shorted rolled over about 6 months later than it did, he would have been bankrupted. And as you said, he's been wrong with basically every doomer prediction he's made since. I think he got lucky, IMO.

The most interesting and smartest guy from that film is Eisman (Steve Carell's character). His podcast is pretty good, no frills. And isn't a permabear.
 
#20,455
#20,455
05_never_again said:
Burry I think is by far the least interesting and least correct figure to come out of The Big Short, yet he has the biggest following. He got incredibly lucky with his timing on that trade because he risk managed it horribly. If the MBS he shorted rolled over about 6 months later than it did, he would have been bankrupted. And as you said, he's been wrong with basically every doomer prediction he's made since. I think he got lucky, IMO.

The most interesting and smartest guy from that film is Eisman (Steve Carell's character). His podcast is pretty good, no frills. And isn't a permabear.
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I wasn't a big fan of the movie The Big Short. I think HBO's Too Big To Fail with Paul Giamatti is a far better movie and does a better job of explaining the major factors of the crash.

I also agree with your comments about Burry.
 
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#20,457
#20,457
Vol423 said:
I wasn't a big fan of the movie The Big Short. I think HBO's Too Big To Fail with Paul Giamatti is a far better movie and does a better job of explaining the major factors of the crash.

I also agree with your comments about Burry.
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I thought it was a great movie personally, although IMO the best movie about the financial crisis was one that didn't get much fanfare despite its great cast, which was Margin Call. In fact if someone came up to me and asked what they could watch to get a good understanding of GFC, I'd tell them to watch all 3 of the movies we've just mentioned. Each one tells the story from a different perspective (and The Big Short tells it from 3 different perspectives itself).
 
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#20,466
#20,466
05_never_again said:
I thought it was a great movie personally, although IMO the best movie about the financial crisis was one that didn't get much fanfare despite its great cast, which was Margin Call. In fact if someone came up to me and asked what they could watch to get a good understanding of GFC, I'd tell them to watch all 3 of the movies we've just mentioned. Each one tells the story from a different perspective (and The Big Short tells it from 3 different perspectives itself).
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I liked all three of them. All great casts. You’re right, Margin Call was fantastic.
 
#20,467
#20,467
Vol423 said:
Just saw that the broken record of Burry calling an imminent stock market crash is back in the news again this morning.
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Burry isn’t the only one, but I don’t pay him much attention. Quite a few I think are more pragmatic (Ray Dalio, for example) are pointing to conditions and indicators that mirror 2001 and 08/09. There’s concern, but I don’t think these guys are panicking, but probably positioning.
 
#20,472
#20,472
Thunder Good-Oil said:
I’m here. Just not active while the markets are so unpredictable. Feels like it’s the middle of a ST range and I’d like it higher to sell calls (or long positions) or lower to sell puts.
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Lots of distractions right now.

But things are going up up up....

Why is that happening exactly? Beats the heck out of me
 
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#20,473
#20,473
Jax_Vol said:
Lots of distractions right now.

But things are going up up up....

Why is that happening exactly? Beats the heck out of me
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4 of the Mag 7 are at/near all time highs. That skews the indexes - especially the market cap weighted averages.

MSFT is lagging far behind. META is well off the 52wh. TSLA is closer to its previous peak.

AAPL, AMZN, GOOGL, and NVDA are humming along nicely.

ONDS is bouncing around, but has been closing under $9 now and then. It was $6 in Q4-2025. Not profitable now or expected to be next year (no forward PE). I’m tempted to trade LYFT contracts, but their forward PE is 10x the current PE. OWL analysts are projecting a big increase in earnings gs next year.
 
#20,474
#20,474
Thunder Good-Oil said:
4 of the Mag 7 are at/near all time highs. That skews the indexes - especially the market cap weighted averages.

MSFT is lagging far behind. META is well off the 52wh. TSLA is closer to its previous peak.

AAPL, AMZN, GOOGL, and NVDA are humming along nicely.

ONDS is bouncing around, but has been closing under $9 now and then. It was $6 in Q4-2025. Not profitable now or expected to be next year (no forward PE). I’m tempted to trade LYFT contracts, but their forward PE is 10x the current PE. OWL analysts are projecting a big increase in earnings gs next year.
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ONDS reports tomorrow. A few institutions purchased 14m shares in the post market today.
 
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