Michael Burry has launched a Substack newsletter called Cassandra Unchained, making it his primary platform for sharing market views. The publication is positioned as a front-row seat to his analysis of stocks, macro trends, and financial bubbles, drawing heavily on historical market parallels.
In his first posts, Burry reflects on his early investing years around 1999–2000 and outlines what he calls the “cardinal sign” of a bubble: excessive supply and overbuilding relative to real demand. He applies that framework to today’s environment, where he has been openly critical of large technology and AI leaders.
Cassandra Unchained runs on Substack’s subscription model, allowing Burry to monetize both free and paid content while speaking directly to an audience of investors who follow his contrarian warnings.
