Evan(@StockMKTNewz):MICHAEL BURRY SAID: “I have little doubt the next few quarters will set still higher and higher net investment/GDP marks, possibly even eclipsing that aftermath of the 2000 tech stock peak” “When the write-offs come, perhaps in 2028 or 2029, these commitments discussed in Part IV may be so large that a relatively small write-off has a bigger impact than we can now imagine”

Evan

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Evan@StockMKTNewz

2026.09.25 11:29

MICHAEL BURRY SAID: “I have little doubt the next few quarters will set still higher and higher net investment/GDP marks, possibly even eclipsing that aftermath of the 2000 tech stock peak” “When the write-offs come, perhaps in 2028 or 2029, these commitments discussed in Part IV may be so large that a relatively small write-off has a bigger impact than we can now imagine”