Michael Burry Just Sent a Powerful Warning скачать в хорошем качестве

Michael Burry Just Sent a Powerful Warning

Michael Burry just issued a warning about the future of the US stock market. Use code FINTEK at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/fintek In this video, I break down Michael Burry’s latest 13F filing and explain what it reveals about his current investment strategy. According to the filing, Burry sold almost all of Scion Asset Management’s stock positions and added new put options against major Chinese tech companies like Baidu, JD.com, and Alibaba. He also placed a new put position against Nvidia, one of the largest U.S. technology stocks. These moves reflect his view on global tech valuations and the potential impact of U.S.-China trade tensions. I also cover Burry’s only new equity position this quarter, Estée Lauder, a company categorized as a “lipstick stock.” I explain how these types of consumer stocks have historically performed during economic recessions, and I reference academic studies and recent consumer behavior data to provide context for this trade. In addition, I walk through broader U.S. recession indicators, including the inverted yield curve, declining Leading Economic Index (LEI), and weakening manufacturing output. I also examine consumer debt levels, which now exceed $18 trillion, and discuss how rising debt across credit cards, auto loans, and personal loans may influence consumer spending and GDP. I include references to recent investor commentary from Warren Buffett and Larry Fink, and I discuss how Federal Reserve policy, interest rates, and inflation trends factor into the current economic environment. Finally, I share how I’m preparing for potential market shifts. This includes reviewing portfolio diversification using ETFs, adjusting sector exposure to include more defensive stocks like utilities and consumer staples, and sticking to a long-term investing strategy backed by historical return data. This video is for anyone interested in market cycles, recession indicators, consumer behavior, and how to analyze public filings like Burry’s to inform an investment approach. 📈 View My Portfolio with GetQuin: https://www.qhkv6trk.com/cmp/6STDQ8/H... 🔍 Daily Stock market research: https://www.moby.co/try-moby-fintek?u... I post daily on Instagram:   / realfintek   I am not a financial or investment advisor. Everything in this video is for entertainment purposes only. Links above include affiliate commission or referrals, and I receive compensation from partnering websites. The video is accurate as of the posting date but may not be accurate in the future. 0:00 Overview 1:35 Burry's 13F Filing (Recap) 7:07 Burry's "Lipstick" Indicator 11:54 The 4 Recession Indicators 22:05 What Can Investors Do?