This the highest 10 day realized vol has been since May 2023

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wow this the highest 10 day realized vol has been since May 2023 pic.twitter.com/m0Ke0i3D59

— Michael J. Kramer (@MichaelMOTTCM) July 26, 2024

2/ Michael Burry recently sold about $50 million worth of his stock portfolio

This is the same investor who foresaw the housing market collapse in 2008

And made millions by being on the right side of it

— Game of Trades (@GameofTrades_) July 26, 2024

4/ Burry is identifying key risks both from an investment and economic standpoint

3 major sales were Amazon, Alphabet, and Oracle

Which made up around 15% of his portfolio in 2023 pic.twitter.com/BMCMDsbPU5

— Game of Trades (@GameofTrades_) July 26, 2024

See also China's retail sales miss expectations. The yuan is fixed below 7.20, and 10-year yields drop to 1.75%, marking the steepest drop since September 2008.

See also Fed liquidity drops $409bn, hitting lowest since December 2022. Reverse Repo increased $213bn on December 31 for window-dressing. Fed liquidity will decline, stressing funding markets until mid-2025.

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