https://www.isegoria.net/2016/02/the-little-guy-will-pay-for-it/ From the ancient Greek for equality in freedom of speech; an eclectic mix of thoughts, large and small Sun, 31 May 2026 02:04:51 +0000 hourly 1 http://wordpress.org/?v=3.6.1 https://www.isegoria.net/2016/02/the-little-guy-will-pay-for-it/comment-page-1/#comment-2458546 With the thoughts you'd be thinkin Wed, 24 Feb 2016 02:07:41 +0000 http://www.isegoria.net/?p=39788#comment-2458546 From memory Burry is investing in crops grown in areas with abundant water. This is due to water being embedded in agricultural goods, for example 100 litres of water for a glass of wine.

]]> https://www.isegoria.net/2016/02/the-little-guy-will-pay-for-it/comment-page-1/#comment-2458544 Antiquarian Wed, 24 Feb 2016 01:36:25 +0000 http://www.isegoria.net/?p=39788#comment-2458544 I honestly don’t get the water thesis, myself. With The Big Short the logic was pretty clear: bets against so clearly overinflated and unsustainable a market were so staggeringly cheap that it wasn’t that important to the bet’s profitability how long it would take to collapse. The longer it took, the closer titanic, epochal profits approached to merely fantastic ones.

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