• Michael Burry urges watching long-term Treasuries due to pressures from AI-fueled debt growth, rising inflation volatility per Simon White’s chart, a shaky Treasury basis trade, and oil prices nearing $100.
• Accompanying charts show 30-year yields above 5% for 27 days in 2026, underlying CPI component volatility approaching pandemic highs, and leveraged funds’ cash-futures basis trade positions declining sharply since early 2025.
• Burry questions how much longer private equity (PE) and private credit (PC) can sustain amid these converging bond market stresses.
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http://www.youtube.com/watch?v=ejeIz4EhoJ0
http://www.youtube.com/watch?v=QXIaNZi3mHQ
http://www.youtube.com/watch?v=eudADPfTWiE
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whattheydontteachyouatstanfordbusinessschool.com/blog
CNN Video Channel: ireport.cnn.com/people/larrychiang
Read my last 10 X posts at www.X.com/LarryChiang
Author of #WTDTYASBS a NY Times Bestseller released 09-09-09 at #NYFW on a runway under the tents
whattheydontteachyouatstanfordbusinessschool.com/blog/?s=Ny+times+bestseller
www.fastcompany.com/embed/c0d4562ea2049
52 Cards. Two Jokers. What They DO Teach You at Stanford Engineering
http://www.youtube.com/watch?v=vDBY0GkI3-g
Emergency swings and cutting deals as an 9 year old
http://www.youtube.com/watch?v=OFGY7v9C4G0
Hunter Pence shared thoughts before winning WORLD SERIES’ Game #7
http://www.youtube.com/watch?v=usu0luYy9pw
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