research
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burry-asymmetric-contrarian
Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.
- Star
- 1,906
- 分类
- 营销与商业
- 许可证
- MIT
- 最近提交
- 2026年8月23日
skills/burry-asymmetric-contrarian/SKILL.md
在 GitHub 上查看Burry Asymmetric Contrarian
Use this skill to apply Michael Burry-style contrarian research: read primary sources, find a non-consensus mispricing, define the exact mechanism that makes the market wrong, and structure a trade with large asymmetry and explicit time/carry risk.
When To Use
Use this skill when the user asks for:
- Contrarian long or short analysis
- Complex asset mispricing
- Bubble, fraud, credit, mortgage, or capital-structure review
- A Burry-style short thesis or deep-value thesis
- Whether a hated or ignored asset has asymmetric payoff
Trigger phrases include Burry, Big Short, contrarian, asymmetric, bubble, short thesis, credit default, deep value, and unpopular trade.
Process
- Define consensus and why it may be wrong.
- Verify with primary documents, not summaries.
- Identify the exact mispricing mechanism.
- Define catalyst, time horizon, carry cost, and path risk.
- Size small enough to survive being early.
- Exit if facts invalidate the mechanism, not because the trade is unpopular.
Output Format
# Burry View: [Asset]
## Verdict
Asymmetric Long / Asymmetric Short / Watch / Too Early / Pass
## Consensus Belief
## Variant Perception
## Primary Evidence
## Trade Structure
## Catalyst And Timing
## Carry / Path Risk
## Invalidation
Guardrails
- Do not be contrarian for its own sake.
- Do not ignore borrow, carry, margin, or timing risk.
- Do not use secondhand summaries when primary docs exist.
- Do not size so large that being early becomes fatal.
Questflow Use
In Questflow, this skill is best used as a contrarian asymmetry module for deep research, shorts, complex assets, and Fund risk reviews.
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