As I woke up and thought about this some more
One of the most proven investors of the last 20 years taking this decision is fascinating
Why?
I always love the lens: “ask a man what he owns, not what he thinks”
It cuts through all the noise
So what is love to know, having released all capital back to his clients, what is Burry allocated into?
On a personal level
With his own funds
What’s the probability of a large Bitcoin allocation?
50% Bitcoin eg?
I’ll never know
But what I can deduce, is that markets in general have lost their senses, they’re impossible to navigate, so heavily manipulated, even the best allocators in the business are pulling out of active stock picking
Who knows where the next 5 years will go
4th Turning in full swing
