Breaking: The most powerful man at JPMorgan and Wells Fargo just bet against each other
Jamie Dimon, CEO of JPMorgan Chase, on the Master Investor Podcast: "do not buy stocks right now"Charlie Scharf, CEO of Wells Fargo, on Bloomberg: "big time bullish on the US"Both CEOs giving their opinion in the same week, but in the end one is going to be very wrong
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The most successful thing Gerard Piqué ever did wasn't winning the World Cup
When he retired from Barcelona in 2022, La Liga's president called his new football league a "circus full of streamers dressed up as clowns"Kings League is 7-a-side football, played indoors, with random rule twists, owned by YouTube and Twitch creators with millions of followers. It was built for phones, not stadiums92,000 people showed up to Camp Nou for the final anywayWhat happened next:• 2023: More TikTok views in January alone than all of Europe's traditional leagues combined• 2024: Revenue doubles. Raises €60,000,000. Adidas, Spotify, and Amazon sign as sponsors• 2025: Operating in 9 countries. Nearly 20,000,000,000 social media impressions• 2026: US launch imminentKings League targets a younger demographic with 85% of its viewers under 34, swapping traditional football’s 90-minute TV format for a fast-paced 40-minute streamM
Update: It's been 341 days since Michael Burry publicly bought shares of Lululemon $Lululemon(LULU.US)
It's down ~40% since
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The most successful thing David Beckham ever did wasn't football
When he signed with the LA Galaxy in 2007, his contract included a clause giving him the right to buy a future MLS expansion team for $25,000,000MLS later offered to buy the clause back from him for $50,000,000. He said noWhat happened next:• 2014: Exercises the $25M option and picks Miami• 2020: Club plays its first ever MLS match• 2023: Spends 4 years convincing Messi to join, turning down $400M from Saudi Arabia• 2023/24: Revenue goes from under $60M to $200M in a single year• 2026: Forbes values Inter Miami at $1,350,000,000His 26% stake is worth ~$351,000,000 todayM
Breaking: Hedge funds are selling US tech stocks at “record pace” in last 2 months
Hedge funds are selling off companies that build AI technology, computer chips, and data centersM
Breaking: Michael Burry says 95% of investors have no idea what they're investing in
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Breaking: Michael Burry says he sold 50% of his Oracle $Oracle(ORCL.US) short position in the low-mid $100s
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Update: It's been 14 days since Michael Burry publicly went bearish on Micron $Micron Tech(MU.US)
It's down ~18% sinceM
Ashton Kutcher made $1.2B more from his OpenAI bet than 25 years of acting
He co-founded a firm with Guy Oseary in 2015 called Sound VenturesSound Ventures' history:• Invested when OpenAI was worth $20-29B• Now worth $850B+• 43x return in under 3 years• Also early in Anthropic, Brex, and GustoHe made $90M acting over 25 years, yet one fund's bet outperformed decades of workStill, he recently left Sound Ventures to start Decimal Capital with Morgan Beller. Their focus is early-stage semiconductors, nuclear, robotics, biotech, and energy companiesM
Update: Warren Buffett said he was the one who initiated Berkshire Hathaway's investment into Google, per CNBC
$Alphabet(GOOGL.US) is now up 34% since Buffett's Berkshire disclosed a $15.4B stake
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Update: It's been 14 days since Michael Burry publicly went bearish on Caterpillar $Caterpillar(CAT.US)
It's down ~11% sinceM
Just In: June CPI inflation falls to 3.5%, below expectations of 3.8%
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Breaking: "Fear" has returned to the Stock Market after 2 days of being at Neutral
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Michael Burry is warning everyone that President Trump's decision could set off the next housing crisis
Burry just published his most detailed note yet on Fannie Mae $Federal National Mortgage Association(FNMA.US) and Freddie Mac $Freddie Mac(FMCC.US)These are the two government-backed companies that back most American mortgagesThe whole trade comes down to one decision the U.S. Treasury hasn't made yetIf the government writes off a $193,000,000,000 debt the companies technically still owe:• Shares could rise 3-4x immediately• And up to 6-7x over timeIf they don't: both stocks drop to the low single digitsBurry also dug through their SEC filings and found:• Fannie's bad loan write-offs jumped from $61M to $243M in a single year• Their biggest mortgage partner had to buy back $221,600,000 in fraudulent loansM
2 years ago today, someone tried to kill President Trump
On July 13th, an assassin's bullet missed Donald Trump by inches at a rally in Butler, PennsylvaniaWhat's interesting is what happened nextOn Monday morning gun manufacturers were spiking:• Smith & Wesson $Smith & Wesson Brands(SWBI.US): +11%• Sturm Ruger $Sturm Ruger(RGR.US): +5%• Ammo stocks: up to +15%Historically, gun stocks spike when there's a shift in political power or a trigger for fears of future firearm restrictionsM
Update: It's been 330 days since Michael Burry publicly bought shares of Lululemon $Lululemon(LULU.US)
It's down ~37% sinceM
Update: It's been 8 days since Michael Burry publicly went bearish on Applied Materials $Applied Materials(AMAT.US)
It's down ~22% sinceM
According to sources, David Tepper's Appaloosa Management was up 32% in the first half of 2026
Here's the latest on what he's holding:• Amazon $Amazon(AMZN.US) (15.16%)• Micron Technology $Micron Tech(MU.US) (9.48%)• Alphabet $Alphabet - C(GOOG.US) (8.38%)• Uber $Uber Tech(UBER.US) (7.68%)• Taiwan Semiconductor $Taiwan Semiconductor(TSM.US) (7.56%)• Alibaba $Alibaba(BABA.US) (7.33%)• iShares South Korea ETF $EWY (4.98%)• Meta $Meta Platforms(META.US) (4.21%)• Corning $Corning(GLW.US) (2.59%)• Lam Research $Lam Research(LRCX.US) (1.38%)• Baidu $Baidu(BIDU.US) (1.30%)• L3Harris $L3Harris Tech(LHX.US) (1.15%)• ASML $ASML(ASML.US) (1.10%)• Ball Corp $Ball(BALL.US) (0.83%)• AMD $AMD(AMD.US) (0.76%)This is Appaloosa's top 15 out of 31 total positions, representing a $5.93B portfolio as of Q1 2026
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Update: It's been 6 days since Michael Burry publicly closed half his shorts on Palantir $Palantir Tech(PLTR.US)
It's up ~15% since
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Breaking: The Stock Market returns to "Extreme Fear"
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Update: It's been 76 days since President Trump publicly posted about Palantir $Palantir Tech(PLTR.US)
It's down -16% sinceM
Breaking: Michael Burry says he has covered his Palantir $Palantir Tech(PLTR.US) short, per his Substack
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Breaking: The Stock Market hits Extreme Fear for the first time since April 7th
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Update: It's been 313 days since Michael Burry publicly bought shares of Lululemon $Lululemon(LULU.US)
It's down ~45% since