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
md# 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.
