Michael Burry paub zoo tshaj plaws rau kev kwv yees xyoo 2008 kev lag luam vaj tsev vau, thiab ua kev tua neeg hauv cov txheej txheem, tab sis nyob rau xyoo tas los no nws tau coj mus rau Twitter los thuam cov nqi ntawm cov khoom lag luam, crypto bulls, thiab tag nrho cov neeg ua lag luam tus cwj pwm tsis zoo.
Thaum Lub Rau Hli 2021, Scion Asset Management tus thawj coj, uas Christian Bale tau piav qhia hauv 2015 zaj duab xis Lub Luv Luv, hu ua lub khw lag luam "zoo tshaj plaws speculative npuas ntawm txhua lub sijhawm hauv txhua yam" thiab ceeb toom crypto cov tub ua lag luam uas "niam ntawm txhua qhov kev sib tsoo" tab tom los.
Txij thaum ntawd los, S&P 500 tau poob ntau dua 12%, thiab qhov ntsuas xiav-chip poob 21% nyob rau lub hlis dhau los ib leeg. Tab sis Burry tau ceeb toom rau hnub Thursday tias tuaj yeem muaj kev mob ntau ntxiv tom ntej.
"Kho rau kev nce nqi, 2022 thawj ib nrab S&P 500 nqis 25-26%, thiab Nasdaq nqis 34-35%, Bitcoin nqis 64-65%, "nws tweeted. “Qhov ntawd yog ntau yam compression. Ntxiv mus, cov nyiaj tau los compression. Yog li, tej zaum ib nrab ntawm qhov ntawd. "
Yog tias Burry yog lawm, thiab S&P 500 muaj lwm 25% poob ua ntej ntawm nws, txawm tias tom qab txiav nws. qhov ua tau phem tshaj thawj ib nrab txij li xyoo 1970, qhov ntsuas yuav poob qis li 2,800 xyoo no.
Qhov ntawd yog qhov poob qis, tab sis nws tseem tsis zoo li Burry kwv yees rov qab rau lub Tsib Hlis, thaum nws sib cav S&P 500 tuaj yeem poob mus txog 1,862, raws li kev txheeb xyuas keeb kwm ntawm kev lag luam dais yav dhau los.
Burry qhov kev kwv yees zoo ib yam ntawm kev puas tsuaj ntawm kev lag luam uas yuav tshwm sim tau ua rau qee tus sib cav tias nws tau nkag mus rau tus tub-uas-qee-hma thaj chaw. Elon Musk txawm hu nws ua "tawg moos"Lub Kaum Ib Hlis 2021.
Txawm li cas los xij, Burry tsis yog ib leeg hauv kev twv ua ntej ntau downside rau cov khoom lag luam. George Ball, tus thawj coj ntawm Sanders Morris Harris, lub tuam txhab peev hauv Houston nrog $ 4.9 nphom hauv cov cuab tam raws li kev tswj hwm, hais rau Fortune tias nws pom S&P 500 poob rau 3,100 xyoo no raws li Tsoom Fwv Teb Chaws Reserve txuas ntxiv mus nce cov paj laum nyob rau hauv nws kev sib ntaus sib tua tawm tsam nce nqi.
Ball hais tias "Peb tsis ntseeg tias lub khw lag luam tau qis dua, thiab peb pom cov kev poob qis ntxiv tom ntej," Ball hais. "Lub Federal Reserve qhov kev nruj heev, tab sis qhov tsim nyog ntsuas kev sib ntaus sib tua yog qhov yuav ua rau cov neeg khwv tau nyiaj poob qis thiab thawb cov khoom lag luam qis dua."
Zoo li Burry, Pob hais tias qhov nce nqi ntawm kev qiv los ntawm Tsoom Fwv Teb Chaws Reserve cov paj laum hikes, nrog rau kev siv cov neeg siv khoom qeeb qeeb, yuav ua rau cov tuam txhab cov txiaj ntsig tau nce mus tom ntej thiab xa cov nqi khoom lag luam qis dua.
Feem ntau cov kws tshaj lij ntawm Wall Street zoo li pom zoo nrog qhov kev ntsuas ntawd.
Raws li lub Rau Hli 27-29 German Bank Kev soj ntsuam ntawm ntau dua 475 lub koom haum ua lag luam thiab lwm tus kws tshaj lij kev lag luam, 72% ntseeg tias S&P 500 yuav ntaus 3,300 ua ntej nws nce mus rau 4,500, thiab 90% tam sim no pom US kev lag luam poob qis thaum kawg ntawm 2023.
Zaj dab neeg no yog thaum chiv keeb los Fortune.com
Tau qhov twg los: https://finance.yahoo.com/news/stocks-crypto-haven-t-come-154543396.html