Michael Burry's Most Important Tweets of 2023

Legendary investor Michael Burry occasional drops some wisdom about the markets on the Twittersphere. 

Here are his significant tweets from 2023.

This is a good chart/guide.
(The Y-axis shows uninsured deposits greater than $250k at major banks. The X-axis shows the realized losses percentage of CET1 Capital.)

The crisis could resolve very quickly. I am not seeing true danger here.

2000, 2008, and 2023, it is always the same. People full of hubris and greed take stupid risks, and fail. Money is then printed. Because it works so well.

It is possible today we found our Enron.

It's time memesters look up what a death spiral convertible is.

2/9/23

1/31/23

"Sell."

Burry deleted his Twitter account briefly after posting this. 

22 States with Shelter in Place Orders as of March 26th

From the New York Times article:
See Which States and Cities Have Told Residents to Stay at Home

"This means at least 212 million people in 22 states, 64 counties, 16 cities and one territory are being urged to stay home."

The NYT article did not include Montana, where the governor issued a Shelter in Place order that takes effect on Saturday, March 28.  Montana would be the 23rd state to ask residents to stay home, unless another state takes action earlier.

Montana's Governor issued a shelter in place order shortly before the first COVID-19 death happened in the state.

"The order to stay at home, which takes effect Saturday at 12:01 a.m. and expires April 10, will have a dramatic effect on day-to-day life here. Bullock said Thursday he understands the hardships it places on Montanans, but told residents it's a necessary step to do everything possible to try to prevent an even sharper spike in COVID-19 cases that would flood the state's health care system."

The Darwin Awards, Paddle Your Own Canoe, and Love Does [Books from Goodwill]

While thrift shopping with my girlfriend at Goodwill this week, I found several books that interested me, and she found one that might be cool that is based on actual historical events.

Darwin Awards [amazon] (also known as, how stupid people kill themselves by accident and are removed from the gene pool.)

Paddle Your Own Canoe: One Man's Fundamentals for Delicious Living Paperback [amazon]
by Nick Offerman

I had no idea that Nick Offerman (Ron Swanson from Parks and Recreation) wrote several books and has become a prolific author.  Upon reading the inner book flap I found that his sense of humor and wit that makes his character so likable in Parks and Recreation carries over into his writing.

My girlfriend already had this book, so I didn't need to buy my own copy today.

Murder of the Century [amazon]

by Paul Collins.

2011, hardcover. 

Deeper Truth, Not Religious Dogma Awaits in the Early History of Christianity

Table via: Jesus > Canonical Gospels

The Gospel of Mark was probably written c.AD 66–70.  (This is 30-37 years after Jesus' death.)



Most scholars agree that Mark was the first of the gospels to be composed, and that the authors of Matthew and Luke used it plus a second document called the Q source when composing their own gospels. [Gospel of Mark article]

Most scholars believe the Gospel of Matthew was composed between 80 and 90 CE, with a range of possibility between 70 to 110 CE (a pre-70 date remains a minority view).  [Gospel of Matthew]

Important terms to understand the history of Christianity:

Synoptic Gospels - Wikipedia, the free encyclopedia

Q source - Wikipedia, the free encyclopedia

Historical Jesus - Wikipedia, the free encyclopedia

Did Jesus believe in Original Sin? « Rabbi Michael Leo Samuel
As a Jew reading the Gospel narrative, it seems to me that Jesus explicitly disapproved of any idea that man suffers from an inherited sin. By extension, every human fault we are born with serves a spiritual purpose so that we may glorify the Creator despite our natural shortcomings. Nowhere does Jesus ever speak of anything resembling the idea of a prenatal sin.

Pelagius - Wikipedia, the free encyclopedia
Pelagius (c. 360-418) was a British-born ascetic moralist, who became well known throughout ancient Rome. He opposed the idea of predestination and asserted a strong version of the doctrine of free will.[2] He was accused by Augustine of Hippo and others of denying the need for divine aid in performing good works. They understood him to have said that the only grace necessary was the declaration of the law; humans were not wounded by Adam's sin and were perfectly able to fulfill the law without divine aid. Pelagius denied Augustine's theory of original sin. His adherents cited Deuteronomy 24:16 in support of their position. Pelagius was declared a heretic by the Council of Carthage. His interpretation of a doctrine of free will became known as Pelagianism. 

Jeopardy practice test online

Knew these quickly

What is the Jordan?
What is freelance?
Who is Scheherazade?
Who is Cate Blanchett?
Who is Vivaldi?
What is Priviliege? (Attorney-Client Benefit)
What is "A Summer's Day"? (It complete the line "Shall I compare thee to...")
What is Rocky Road?
What is Liberia? (In Latin, the name of this country means "Place of Freedom".)
Who is Harriet Tubman?
What is Wyoming?
What is Target?


Not quite. . .

What is Esperanto?
Who are the Romanovs?


Should have known these:

THIS FRENCHMAN LENT HIS NAME TO AN EARLY FORM OF PHOTOGRAPHY - Who is Louis Daguerre?
AS AN ADJECTIVE, IT MEANS "TIMELY"; IN THE THEATER, IT'S TO SUPPLY AN ACTOR WITH A LINE - What is Prompt?