The Investment Thread

Burry is back. The roll over period ends September 17. Delta variant. Middle East things. Unemployment. Eviction moratorium done. Banks stocks offering bigger dividends. Reverse repo over a trillion for 23 days. Record margin debt that sets ATHs almost daily. Transitory (my arse) inflation.

This is eerie. Pins and needles. I don’t think it’s a matter of IF, but WHEN this house of cards falls.