Trading Post & Short Thoughts to the Max, August 18, 19, 20, 2026
The AI Buildout, Small Language Models, Intelligence per Watt, & Buying and Shorting 24x5
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.
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Acres of Diamonds
Cassandra Unchained's August 2026 Charity of the Month
Trading Post August 13, 2026
Welcome to the Sausage Factories
Trading Post August 12, 2026
More buys, more shorts
Trading Post August 11, 2026
Today I added to my three largest shorts.
Trading Post August 10, 2026
Today I executed just a few trades, inclusine of one that I am still trying to make.
Trading Post August 7, 2026
Today I added to a few long positions, shorted more of one, and bought some more puts.
Trading Post August 6, 2026 Two Shorts, 3 Earnings Reports with 1 Add & 2 Holds
This is a bit like shooting fish in a barrel.
Trading Post August 5, 2026 - One Buy, One Sale, One Reason
Flutter (FLUT) reported United States gambling market EBITDA dropped 70% to $119 million, offset by International EBITDA up 10% (4% organic) to $2.3 billion.
Trading Post August 4, 2026 My Options
A good number of trades, and a follow up.
[Abridged] Foundations: Market Structure, Volatility Targeting, Pod Shops & Other Gremlins
For Market Understanding & Air Superiority in Under 1500 Words