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Cassandra Unchained is Dr. Michael Burry’s official Substack and his sole public research outlet. Through this publication, Burry gives readers a direct view into his analytical process, market outlooks, and historical frameworks as he evaluates stocks, markets, and speculative bubbles. Known for his long-term, contrarian approach, Cassandra Unchained focuses on deep analysis rather than frequent commentary.
Direct Research From Michael Burry
Access original analysis straight from one of the most well-known contrarian investors in modern finance.
Macro & Market Commentary
Insights on markets, asset classes, and systemic risks through a historical lens.
Stock & Sector Analysis
Occasional deep dives into specific companies or industries aligned with broader themes.
Bubble Identification
Analysis of speculative excess and valuation extremes, often compared against past market cycles.
History-Driven Frameworks
Frequent references to historical precedents and recurring market patterns.
Long-Form Writing
Thoughtful, research-heavy posts rather than short-term trade calls or alerts.
Large Investor Audience
Read by over 200,000 subscribers, including professionals, analysts, and long-term investors.
Long-term investors who value contrarian thinking
Macro-focused investors studying bubbles and systemic risk
Readers interested in historical market parallels
Investors who prefer analysis over trade alerts
Unfiltered Perspective – Direct access to Burry’s thinking without intermediaries.
Contrarian Lens – Challenges consensus narratives and popular market themes.
Depth Over Frequency – Fewer posts, but with significant analytical weight.
Subscribe to Cassandra Unchained on Substack.
Receive new posts directly via email when published.
Read long-form analysis covering markets, stocks, and macro themes.
Use insights as context for your own independent research and decision-making.
Free Subscription – Limited access to select posts and updates.
Paid Subscription – Full access to all posts and exclusive analysis from Michael Burry.
Rare public insight from a historically successful investor
Strong macro and historical perspective
No hype, marketing funnels, or constant alerts
Cons
Infrequent posting schedule
Not a trading signal or alert service
Yes—Cassandra Unchained is currently his sole public-facing research platform.
No—it focuses on analysis and projections, not explicit buy/sell alerts.
Posting frequency is irregular and driven by market conditions.
Best suited for intermediate to advanced investors comfortable with macro concepts.

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