Cassandra Unchained
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
- Top in Finance
- #4
- Paid leaderboard
- #2
- Subscribers
- 332K
- Paid subscribers
- 10,000+ paid
- Badge
- Bestseller 10k
- Followers
- 387K
- Paid plan
- $49/mo
- Recommends
- 5
rounded by Substack
other newsletters
Growth history
Rank in Substack’s finance leaderboard: #4 today
Stats worth sharing
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Cassandra Unchained to post, embed or send to readers, as long as the watermark stays on it.
- Percentile
- Top 1%
- Best rank seen
- #4
- Posts
- 12
- Reactions per post
- 357
- Reactions tracked
- 4.3K
of 525 ranked finance newsletters
on Sep 10, 2026
last 30 days
average, recent posts
across 12 posts
Most-reacted post we have seen: Trading Post & Short Thoughts to the Max, August 18, 19, 20, 2026 — 521 reactions on Aug 21, 2026.
Recent posts
- Shorting the Dollar by Drinking Free First Growth Bordeaux
At some point in the near future, AI along with quantum computing may have our digital assets on the run. Crypto, yes, but also our bank accounts, our investment accounts, our pensions, Social Security, health insurance. IBM sees delivering its large-scale fault-tolerant quantum computer, Starling, by 2029. I wonder who or what will be allowed to be a customer. (By the way, I recommend the IBM Quantum Computing Blog , a fun follow.) I asked an IBM quantum engineer. He said he did not know, did not care. There are few guardrails on progress, which is maybe as it should be. Systems will adapt…
- Trading Post September 9, 2026
I’m working on a couple big pieces that will be out soon.
- Trading Post 9/4/2026
This one is short and sweet. I’ve been going through the lululemon (LULU) 10-Q, conference call transcript and the 8-K press release, and clearly things have changed for the worse. My IV15 fell rather dramatically under new assumptions and probabilities. Negative growth in China, negative growth in the U.S. despite store expansion, etc. These are not good. The global comp was -9%, leggings are down 20%, and operating margin was guided to the mid single digits. Not good at all. Even the headline earnings beat was a big miss when accounting for the one-or-two-or-three times tariff bonus.
- Short Thoughts - Cassandra in Flames?
I have been asked what it is like to lose money. To have stocks just not go my way, and many have asked for a review of Tailored Brands, which was a permanent loss of capital. Tailored Brands was a mistake, not a big one but made worse because the permanence of the loss. The stores are still around operating. I never made it a very large position. That bankruptcy was odd in many ways, and I cannot take many lessons from it. The company was one of those small caps where owned land and buildings might hide enough value to affect the investment thesis. And I saw some of those assets. I saw…
- Burry on Build-A-Bear, Part 1
- Trading Post August 28, 2026
- Trading Post August 27, 2026
- Trading Post August 26, 2026 - Nvidia, Friends, and the Rebel Alliance
- Trading Post & Short Thoughts to the Max, August 18, 19, 20, 2026
- Acres of Diamonds
- Trading Post August 13, 2026
- Trading Post August 12, 2026
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Cassandra Unchained. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 10, 2026.