Occam’s Razor & Michael J. Burry MD
The Simplest Short in the Market Might Be Hidden in the Workforce
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The Simplest Short in the Market Might Be Hidden in the Workforce
OPTICS matter. Alphabet just seeded its next competitors.
Side by side with Ford & Stellantis
It Decided You Shouldn’t Have One.
This is what happens next with Dallas, Warsaw and Bangalore
The AI agents. JD Vance & the H-1B math. The Nadella memo. The October purge?
20%+ Upside even after earnings call
The job cuts, the revenue dip, the internal churn... it’s all here.
UPS Didn’t Just Offer Buyouts.
Even the lawyers aren't safe.
Labor costs are locked in. Insiders are selling. And the hiring freeze already started.