Trading Post Wednesday April 15, 2026

Michael Burry · Cassandra Unchained · April 15, 2026 at 23:27 · ⏱ 1 min read  | Read on Substack ↗
Summary
The author provides a brief thematic observation on the software sector. He notes that despite a recent bounce, software stocks remain interesting due to accelerated declines caused by a reflexive feedback loop between their stock prices and the market for their bank debt.
  • •Software stocks experienced accelerated declines recently.
  • •A reflexive positive feedback loop between falling stock prices and changes in their bank debt market was the cause.
  • •The author finds the sector "interesting" even after a recent bounce.
Read time 1 min
Length 1,129 chars
Category finance
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