Burry noted the Philadelphia Semiconductor Index has surged 65% so far in 2026, a vertical move that almost perfectly replicates the weeks leading up to the March 2000 tech wreck.
JUST IN: Michael Burry says market is "minutes" away from big crash
— Kalshi (@Kalshi) May 12, 2026
JPMorgan, $JPM, has said investor fear is rising fast, with many clients turning fully bearish on the stock market
— unusual_whales (@unusual_whales) May 13, 2026
2/ This line represents the probability of the Fed raising their interest rates in 2026 based on bond market expectations.
And the other line represents the probability of rate cuts.
Rate hikes are now becoming the highest probability scenario for the rest of 2026. pic.twitter.com/dX1bQEDzKe
— Bravos Research (@bravosresearch) May 13, 2026
4/ An economist from Moody’s published a chart showing the probability of a recession happening in the next 12-months.
Today it matches the levels seen before every prior recession going back to the 1960s.
So if the Fed raises rates into an economy already on the brink of a… pic.twitter.com/qleER8m1p7
— Bravos Research (@bravosresearch) May 13, 2026
6/ Well, the Federal Reserve has a way of functioning that is misaligned with today’s economy.
The Fed has 2 main goals:
– Keep unemployment low
– Keep inflation low pic.twitter.com/xkeXdyB2Zj— Bravos Research (@bravosresearch) May 13, 2026
8/ So from the Federal Reserve’s perspective, the unemployment level still looks fine today.
However, the unemployment number does not take into account the quality of employment.
Despite the low unemployment rate, we see that the quality of jobs that people have is… pic.twitter.com/kGnAeVkEQc
— Bravos Research (@bravosresearch) May 13, 2026
The real danger here is the disconnect between Wall Street and the street. You have JPMorgan admitting that their own clients are terrified, yet the headline indices keep grinding higher on low volume. This is how bubbles end, the retail investors get lured in at the very top while the institutional money quietly slips out the back door. If the people who manage trillions are turning “fully bearish,” they aren’t just guessing, they are seeing the liquidity dry up in real time.
We are watching a slow-motion collision between a debt-soaked economy and a stock market that has completely lost touch with reality. Gas is sitting near $4.54 per gallon and consumer sentiment is at an all-time low, yet the Nasdaq acts like everything is perfect. Burry is essentially telling us that the oxygen is gone and the fire is about to go out. If you are waiting for a “signal” to get defensive, this is it. The big short isn’t just a movie anymore it is the current reality for anyone paying attention.
"Just hold your nose and buy bro, they will never let stocks go down again."
The big guys are dumping their bags on you. Every rip up here has seen big sell orders for calls. You want to fight the inevitable then I don't want to see you crying when the rug gets pulled. pic.twitter.com/sjwpG9bDXl
— Michael Bento (@MichaelPBento) May 13, 2026
KASHKARI: EVEN IF HORMUZ STRAIT REOPENS, IT WILL BE MONTHS BEFORE SUPPLY CHAINS RETURN TO NORMAL
— *Walter Bloomberg (@DeItaone) May 13, 2026
THIS IS BADD:
🇺🇸 The worst possible welcome gift for a new Fed Chair.
Kevin Warsh takes over this week.
CPI jumps to 3.8%. Highest in 3 years.
Core CPI jumps to 2.8%. Highest in 8 months.Trump wanted rate cuts.
Warsh wanted rate cuts.
Inflation just said: not happening.… pic.twitter.com/yj0dHd2wDy— Merlijn The Trader (@MerlijnTrader) May 13, 2026
Nvidia’s, NVDA, market value now exceeds the combined stock market capitalization of every country outside the U.S. and China.
byu/FeatureAggravating75 insmallstreetbets