{"id":36906,"date":"2025-11-16T21:57:35","date_gmt":"2025-11-16T21:57:35","guid":{"rendered":"https:\/\/www.duck9.com\/blog\/?p=36906"},"modified":"2025-11-16T17:57:47","modified_gmt":"2025-11-16T21:57:47","slug":"deeply-understanding-capital-knowledge-2","status":"publish","type":"post","link":"https:\/\/www.duck9.com\/blog\/deeply-understanding-capital-knowledge-2\/","title":{"rendered":"Deeply Understanding Capital Knowledge"},"content":{"rendered":"
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Cassandra Unchained<\/a><\/b><\/td>\n<\/tr>\n
\u2066\u202a@michaeljburry\u202c\u2069<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/td>\n<\/tr>\n
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One chart to refute them all\u2026<\/p>\n

\u2026 to be continued Nov 25th, or before. pic.x.com\/gD6JqVWxp9<\/span><\/a><\/td>\n<\/tr>\n

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11\/16\/25, 3:35\u202fPM<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n <\/td>\n<\/tr>\n
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– The chart from Michael Burry, a renowned investor known for predicting the 2008 housing crash, shows S&P 500 capital expenditures minus depreciation as a percentage of U.S. GDP, highlighting periods of economic bubbles (e.g., Dot-Com, Housing) and a recent rise toward 2025, suggesting potential overinvestment or an AI-driven buildout, as noted in Mariner Wealth Advisors’ 2024 analysis of productivity growth tied to AI innovation.<\/div>\n
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– Historical data from Investopedia indicates that housing bubbles, like the 2007-2009 crash triggered by subprime lending and mortgage resets, led to a 19% price drop and over 2.8 million foreclosures annually, providing context for Burry\u2019s warning that this single chart could “refute them all,” possibly challenging optimistic economic forecasts for late 2025.<\/div>\n
– The “Three Yards and a Cloud of Dust” metaphor from Mariner\u2019s 2024 report, inspired by a conservative football strategy, aligns with Burry\u2019s cautious outlook, suggesting a low-risk but slow-growth economic scenario, while his cryptic “to be continued” hint on November 25th may signal an impending detailed critique based on emerging financial data. <\/div>\n<\/div>\n

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WordPress\u2019d from my personal iPhone, 650-283-8008<\/a>, number that Steve Jobs texted me on<\/span><\/div>\n

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    Cassandra Unchained \u2066\u202a@michaeljburry\u202c\u2069 One chart to refute them all\u2026 \u2026 to be continued Nov 25th, or before. pic.x.com\/gD6JqVWxp9   11\/16\/25, 3:35\u202fPM     – The chart from Michael Burry, a renowned investor known for predicting the 2008 housing crash, shows S&P 500 capital expenditures minus depreciation as a percentage of U.S. GDP, highlighting […]<\/p>\n","protected":false},"author":1,"featured_media":36907,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-36906","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/36906","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/comments?post=36906"}],"version-history":[{"count":0,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/36906\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media\/36907"}],"wp:attachment":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media?parent=36906"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/categories?post=36906"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/tags?post=36906"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}