Anyone else smell blood from
@CathieDWood
and
@elonmusk
?
Very odd & erratic behavior from both recently.
Meanwhile Burry has a large put position in $TSLA.
Bill Hwang is probably spewing how the whole short float ponzi works to the SEC right now;)
ETF & SPAC bubble burst?
Are there ominous clouds forming in the Commercial Real Estate Market? Short-Selling Titan Jim Chanos walks through the potential landmines & accounting chicanery of CRE in this interview with
@muddywatersre
Has something changed with $TSLA?
@profplum99
came on to discuss all the dynamics that may unwind when the time comes.
Is it time to pay the proverbial piper?!
Ginkgo Bioworks $DNA is up on the Chopping Block on for what
@ScorpionFund
believes is a "China Hustle" style related party scam for the ages...
Full video here:
This month's episode of
#TheShortofIt
We cover Arch-egos and $GSX's market manipulation
We cover Bill Hwang's external virtue signaling and the irony of his leverage
We also discuss Cathie Wood's ETF adjustments
@muddywatersre
This has gotta be the icing on the cake.
@CathieDWood
admits doing business with Bill Hwang.
Truth is stranger than fiction.
This market cycle will be an incredible movie.
With the bloodbath in VC backed public companies today this conversation is even more prophetic.
If you haven't heard the
@wolfejosh
and
@muddywatersre
conversation from last Friday check it out here.
Tomorrow- One of the best long/short hedge fund managers in the country on
Chris Brown of Aristides Capital discusses how he's compounded his fund +15% every year without a losing year.
Yes we cover $TSLA too;)
@MidwestHedgie
@muddywatersre
"Chinese companies with shares traded in America would be required to use auditors overseen by U.S. regulators or face being kicked off exchanges under a plan being drafted by regulators, according to people familiar with the matter." -WSJ ...How was this not in place already?🧐
What happens when one of the worlds best venture capitalists sits down with one of the worlds best short sellers?
You get the most honest and transparent financial interview of the year.
A must watch!
@wolfejosh
@muddywatersre
Insider shares are unlocking after the IPO and SPAC bubble last year.
@hkuppy
walks through 4 massive unlocks that have created enormous selling pressure in newly public stocks.
This is the key to the market!
A 10 minute masterpiece.
@muddywatersre
.
@GaryGensIer
is now on Twitter!
Gary please give us a follow back and you'll get great content on deceptive corporate behavior and malfeasance!
@muddywatersre
has been calling all this stuff for years!!
Kir Kahlon of
@ScorpionFund
reveals his short thesis on Quantumscape, $QS
A $15 billion EV Battery Fraud that is "Theranos-esque"
The interview & 160 page slide deck will be released within the hour
@muddywatersre
@QuantumScapeCo
Another pile of SPAC garbage taken to the dump
Anyone check in on Bill Hwang lately?
Looks like $GSX wasn't market manipulation or anything;)
Just falling another -10% today since no one wants to buy frauds anymore
Tomorrow on ...
@ProfAnalytics
, who created the forensic accounting lab at Wharton, reveals that our reps in Congress have a way better track record in investing than the best professionals on Wall Street!
Who'd of thought that?!
@muddywatersre
We are live with
@ProfAnalytics
!
At his big-data forensic accounting lab at Wharton, Dan reveals a lot of shocking info:
Insider Trading is near record levels
Congress has better stock trading than pros
Yet, enforcement is no where!
@muddywatersre
Are today's tight labor markets the result of 4 decades of economic policies that favored asset price inflation over labor?
@muddywatersre
says the "Great Resignation" is not just a🇺🇸phenomenon either...
Some in 🇨🇳 are "Lying Flat" (躺平) rather than join the 🐀🏁🐀🏁
"If this is the first time you have heard of Kir (
@scorpionfund
), it likely won't be the last. V smart guy, IMHO" -Herb Greenberg
@herbgreenberg
Kir talks about his short thesis in $NVRO with slide deck attached in the interview here-->
@muddywatersre
#Russia
&
#China
have been shocked by the reaction of the West to the invasion of
#Ukraine
. With China preparing for its annexation of Taiwan, a similar move against its oligarchs is critical for the
#CapitalMarkets
.
It's time for us to get serious about the threats China poses.
A new
#ShortStory
@ 12 pm EST with
@wolfejosh
"Most future shorts are going to come from the vast majority of what venture guys are funding and taking public"
Josh, one of the best VC's in the country, agrees with
@WallStCynic
this is "The Golden Age of Fraud"
@muddywatersre
China Zhongwang, one of the most complex schemes of related party transactions, secretly controlled companies, and alleged multi-billion dollar frauds in short selling history is finally coming to a close...
@muddywatersre
Watch the full episode here:
The three I's of speculative bubbles...
Innovator
Imitator
Idiot
@InvestorAmnesia
and
@muddywatersre
discuss how to use history as a guide to spot frauds and invest during market manias and bubbles.
Full interview:
We are now live
@steveclapham
!
Steve is a forensic accountant & former hedge fund manager that has unraveled many parts of Greensill Capital's multi-billion dollar implosion.
Steve follows trails of money and fraud better than anyone!
@muddywatersre
In this first episode of Short Selling 101,
@SamuelRPierson
of
@IHSMarkit
walks us through the elusive art of the securities lending business. If you want to understand short-squeezes you need to understand ‘What is Stock Loan?' →
We are now live with
@Junheng_Li
of JL Warren Capital.
In this episode she addresses:
-Shorting bubble stocks with low moats
-Chinese companies using US markets for liquidity
-Her research process and edge against western analysts
Tomorrow Jim Chanos of Kynikos will be back on for our show
#ShortSelling101
where he runs through how an institutional short seller sizes their positions...
@WallStCynic
Today is the 1-year anniversary of
@muddywatersre
launching
1 MILLION VIEWS LATER...
OVER 10 YEARS OF TOTAL WATCH TIME
10 BRAND NEW HARD HITTING SHORT IDEAS!
Look out for Kir Kahlon on dropping a new short idea in the next episode of The Chopping Block...
Sign up for text message alerts to get notified 15 minutes before every market moving episode drops:
The average Chopping Block stock from 2021 is down over 50% since the close before the report aired.
Recent market weakness has brought a lot of these down, but it's a good reminder that companies end up short seller's radar for a reason.
Thread in order of worst return 👇
90-95% of ratings at Bulge Bracket Research Firms are “Buy” so they can steal future investment banking revenue. Tomorrow
@muddywatersre
sits down for a convo with
@GLJ_Research
- a “lone-wolf” Sell-Side firm who actually puts sell ratings on stocks!!
TIGER GLOBAL'S 13F will be fun to read>>>After making a fortune in China for two decades, Tiger Global Management is taking a hit from the nation’s unexpectedly widespread regulatory crackdown via
@markets
One of the best interviews of the year was with
@sosofancy
, former Head of Sustainable Investing
@blackrock
He dissects the ESG narrative and why it's so bogus.
Here it is if you missed it👇
Tomorrow we have a Flash Update with
@muddywatersre
What's going on in China?!
Carson addresses:
China centralizing power and deleveraging
China crackdown on tech stocks & US listings
Chinese education annihilation
$GSX $GOTU $TAL
Carson Block of
@muddywatersre
is live at
@SohnConf
London making the case that Blackstone Mortgage Trust, Inc. $BXMT could be at risk of a liquidity crisis.
Watch the full 𝐂𝐡𝐨𝐩𝐩𝐢𝐧𝐠 𝐁𝐥𝐨𝐜𝐤🪓 NOW on :
#SohnLondon
Anyone feel like a victory lap?
On this week’s ZFG Podcast, the
@muddywatersre
crew cover short seller victories, the summer of fraud trials, South Park's take on Ozempic, old judges & old mayors (hi Giuliani 👋)
Watch now 🔥
Carson Block of
@muddywatersre
is short Eurofins ( $ERF.FP)
Its controlling shareholder has amassed a real estate empire by siphoning money from ERF. Carson also discusses how even some former employees are skeptical of ERF’s financials.
Watch the full 𝐂𝐡𝐨𝐩𝐩𝐢𝐧𝐠
Standard Lithium $SLI is up next on the Chopping Block...
@blueorcainvest
reveals their findings that $SLI is reporting vastly worse numbers on lithium recovery rate to regulators than what they are telling investors.
Full interview:
Up next on the Chopping Block is Ke Holdings $BEKE
@muddywatersre
makes the case that this Chinese real estate platform is massively inflating its revenue, GTV, agent count, and store count in a scheme reminiscent of Luckin Coffee.
Full interview:
Flash Market Update from
@hkuppy
, CIO of Praetorian Capital, gives his thoughts on Archegos and Ark Invest and the bizarre late Friday Cathie Wood interview on
@CNBC
Have we seen this cycle before!
Batman & Robin take a back seat to another rock star by the name of the Acid Capitalist in a NEW 𝗭𝗲𝗿𝟬 𝗙𝘂𝗰𝗸𝘀 𝗚𝗶𝘃𝗲𝗻 episode:
The crew is joined by
@hendry_hugh
on the podcast who's channeling his sixth sense.
#ShortSelling
#Podcast
#Markets
A lesson in how to create inflation really fast - Bonehead investors stop working and instead leverage up to buy stocks. Growth from the magic money tree!! All brought to you by the geniuses at the Fed. Thanks
@neelkashkari
@JanetYellen
....
@SenSherrodBrown
Thoughts?!
Well this should be interesting.
Everyone wondering how Bill Hwang lost so much money so quickly..
Well, he backed-up the truck on known fraud $GSX $GOTU.
The bigger question is why?!
It would be hard to find someone who lost as much money as quickly as Bill Hwang did in March 2021.
The previously unknown Wall Street whale and his family firm, Archegos Capital, triggered losses of more than $20 billion in just two days.
Carson had the chance to sit down with Europe's best short-seller on to talk about the biggest short of 2020....Wirecard! Check it out! -->
@Lordshipstrade
@muddywatersre
The dynamics of passive investing dominance as highlighted by
@profplum99
have also made waves in 2021.
Even affecting the way
@Reed_Wolfpack
goes about calculating float.
Full video:
A reminder to tune in to this week when
@QCMFunds
drops a bombshell on a multi-billion dollar corporation who is engaging in morally repugnant behavior. Day & Time of release will be disclosed tomorrow!
#TheChoppingBlock
Looking forward to sharing with you our latest activist campaign. The company in our sights has engaged in a morally repugnant behavior. It will regret it.
In an roughly an hour and a half
@ScorpionFund
will unleash his next short thesis on
#TheChoppingBlock
He categorizes the culture and management team of this company as very "Theranos-esque"
This one is going to be SPACtacular
@muddywatersre
It's the end of the world as we know it but
@hendry_hugh
feels fine...
Tomorrow Hugh joins
@muddywatersre
for what we are calling the Armageddon Special
Sign up for free on to find out what other trades Hugh is "pinning to the a$$ of $150 oil prices"
Tomorrow on you'll get our full undisclosed opinion about GameStop,
@WSBChairman
Robinhood,
@CitronResearch
retirement from short-selling, the passive investment bubble, and the kicker of
@QCMFunds
coming on to re-visit his $PEN short. Don't miss it!
Tomorrow at 9 am EST
@muddywatersre
releases his next big short on
#TheChoppingBlock
Sometimes moving fast and breaking things has its consequences.
Americans are fed up.
If China really wants to follow through with deflating their real estate bubble will they deflect or distract to hide the pain?
@muddywatersre
looks at moving on Taiwan as a perfect combo of both.
Full interview: