🐦 推特Michael BurryCodex · 实盘不做把握 3/10
北京时间·🕒 发布 00:09:06时区推断·⟳ 抓取 00:09:06·⚡ 决策 07-26 00:10:22 +1m16s·94.0 天前
Michael Burry 转发周末阅读材料，质疑贷款担保体系损失最终由纳税人承担
该推文只是对贷款估值、担保体系和纳税人承担损失的观点性转发，没有披露 Apollo Global Management 或 MetLife 的新增公司级事实、金额、监管动作或业绩影响。
📄 原文Michael Burry@michaeljburry↗ 原文
Don’t forget your weekend reading! This is important information of which all should be aware. …A loan turns out to be…
不做 Apollo Global Management（APO.US）
社交观点/阅读推荐，未披露 Apollo Global Management（APO.US）的新增公司级净负面事实，不能形成同向可执行交易。
不做 MetLife（MET.US）
仅被标签点名，缺少 MetLife（MET.US）新增经营、财务或监管损害证据，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-25 · 扩散 low · price-in 风险 medium ↗
关键理由
- 该推文只是对贷款估值、担保体系和纳税人承担损失的观点性转发，没有披露 Apollo Global Management 或 MetLife 的新增公司级事实、金额、监管动作或业绩影响。
主要风险
- 社交账号影响力可能带来短线讨论，但缺少可核验的新负面事实，不能据此形成同向做空或风险过滤。
原文全文
展开原文 · 368 字
Don’t forget your weekend reading!
This is important information of which all should be aware.
…A loan turns out to be worth less than was paid for it, and the majority of the loss, depending on the leverage, is born by the guaranty system. That guaranty system ends with the taxpayer…
Read all about it!
https://t.co/oJ0moDDdS2 #apolloglobalmanagement $APO #MetLife
This is important information of which all should be aware.
…A loan turns out to be worth less than was paid for it, and the majority of the loss, depending on the leverage, is born by the guaranty system. That guaranty system ends with the taxpayer…
Read all about it!
https://t.co/oJ0moDDdS2 #apolloglobalmanagement $APO #MetLife
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