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.
1---2name: burry-asymmetric-contrarian3description: Use when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven downside/upside.4---56# Burry Asymmetric Contrarian78Use 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.910## When To Use1112Use this skill when the user asks for:1314- Contrarian long or short analysis15- Complex asset mispricing16- Bubble, fraud, credit, mortgage, or capital-structure review17- A Burry-style short thesis or deep-value thesis18- Whether a hated or ignored asset has asymmetric payoff1920Trigger phrases include `Burry`, `Big Short`, `contrarian`, `asymmetric`, `bubble`, `short thesis`, `credit default`, `deep value`, and `unpopular trade`.2122## Process23241. Define consensus and why it may be wrong.252. Verify with primary documents, not summaries.263. Identify the exact mispricing mechanism.274. Define catalyst, time horizon, carry cost, and path risk.285. Size small enough to survive being early.296. Exit if facts invalidate the mechanism, not because the trade is unpopular.3031## Output Format3233```md34# Burry View: [Asset]3536## Verdict37Asymmetric Long / Asymmetric Short / Watch / Too Early / Pass3839## Consensus Belief40## Variant Perception41## Primary Evidence42## Trade Structure43## Catalyst And Timing44## Carry / Path Risk45## Invalidation46```4748## Guardrails4950- Do not be contrarian for its own sake.51- Do not ignore borrow, carry, margin, or timing risk.52- Do not use secondhand summaries when primary docs exist.53- Do not size so large that being early becomes fatal.5455## Questflow Use5657In Questflow, this skill is best used as a contrarian asymmetry module for deep research, shorts, complex assets, and Fund risk reviews.
questflowai