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UnitedHealth's Crown Jewel At Risk: Analyst Warns Optum Health Could Be 'Structurally Impaired' By Medicare Rule Changes
Wednesday, September 24, 2025 - 3:38am | 806Read More...A leading Managed Care Analyst at Baird, Michael Ha, has a warning against UnitedHealth Group Inc.’s (NYSE:UNH) prized Optum Health division, which he believes could see headwinds as a result of recent government changes to Medicare Advantage risk coding. Optum Health Could Be ‘...
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Steve Eisman Says We're 'Not Yet' In A Bubble Amid A Hot IPO Market: 'People Can Get Carried Away, But Valuations Correct Quickly'
Monday, September 15, 2025 - 4:15am | 585Read More...Investor Steve Eisman, best known for calling out the 2008 subprime debt crisis, weighed in on whether today's market resembles a bubble as IPOs surge and retail enthusiasm fuels big price swings. ‘Not Yet’ A Bubble On Saturday, Eisman discussed the recent frenzy in new listings on his...
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The Big Short's Steve Eisman Dismisses 2025 Housing Crash Fears: 'People Just Love To Predict The End of The World'
Tuesday, September 2, 2025 - 5:29am | 484Read More...Investor Steve Eisman, known widely for predicting the 2008 subprime mortgage crisis, which was dramatized in the 2015 movie The Big Short, says that he sees no signs of a similar crisis brewing in 2025. Market Dynamics Fundamentally Different Speaking on his podcast, The Real Eisman Playbook, on...
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Larry Summers Says Markets 'Have a Life of Their Own' As Iran Conflict Fails to Shake Investors: Events Are 'Less Important Than Trends'
Friday, June 27, 2025 - 4:36am | 557Read More...Former U.S. Treasury Secretary Lawrence Summers believes markets are far less reactive to geopolitical conflict than many expect, citing the recent example of flaring tensions in Iran. What Happened: On Thursday, Summers posted on X, discussing his recent Bloomberg interview where he addressed the...
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'Big Short' Investor Eisman Warns JPMorgan, Wells Fargo Domination Squeezes Regional Banks
Tuesday, June 24, 2025 - 8:10am | 711Read More...Steve Eisman, the investor widely known for his role in shorting the subprime mortgage market before the 2008 financial crisis, says the U.S. banking landscape is increasingly consolidating into the hands of a few large banks. What Happened: Speaking on a financial podcast on Monday, Eisman...
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Dan Ives Says Iran Threat Is 'In Rear-View Mirror' — Calls It 'Positive' For The Middle East And The Tech Sector
Sunday, June 22, 2025 - 10:51pm | 669Read More...Tech bull Dan Ives believes that the markets, particularly the tech sector, will interpret the recent events in Iran as a turning point. What Happened: On Sunday, in a post on X, Ives framed the events that took place over the weekend as “a positive” for stability and growth in the...
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'The Big Short' Investor Steve Eisman Says Iran Crisis Could Be 'Extremely Positive' For Markets, Calls Regime A 'Death Cult' Close To Nuclear Weapons
Thursday, June 19, 2025 - 10:01am | 939Read More...Investor Steve Eisman has a surprising take on the escalating tensions in the Middle East, one that cuts from conventional wisdom during periods of geopolitical conflicts. What Happened: On Wednesday, Eisman said the crisis in Iran may actually turn out to be “extremely positive” for...
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Peter Schiff Calls Out 'The Big Short' Investor Steve Eisman For Dismissing Gold And US Debt Concerns: 'The Irony Is Incredible'
Tuesday, June 3, 2025 - 6:09am | 653Read More...Economist Peter Schiff has publicly criticized “The Big Short” fame investor Steve Eisman for dismissing both gold investments and U.S. national debt concerns during a recent media interaction. The exchange highlights growing tensions among financial experts over monetary policy and...
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'Big Short' Fame Steve Eisman Says Nvidia's 'Best Days Are Not Behind It' But Trump Is The Wild Card In Current Market
Tuesday, April 15, 2025 - 11:50pm | 509Read More...Renowned investor Steve Eisman continues to bet big on Artificial Intelligence, unfazed by current valuations in the segment, or tariff-related uncertainties. What Happened: On Tuesday, Eisman the former Senior Portfolio Manager at Neuberger Berman told CNBC’s “Squawk Box” that he...
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Steve Eisman Of 'Big Short' Fame Says No Amount Of Fundamental Research Can Help Navigate Trump's Tariff War, 'Throw It Out Of The Window'
Wednesday, April 9, 2025 - 2:07am | 477Read More...Legendary investor Steve Eisman, whose foresight on subprime mortgages was spotlighted in "The Big Short," has fired off a cautionary salvo for investors looking into the equity market for solutions, declaring that traditional investment analysis has become virtually worthless amid the current...
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'The Big Short' Goes Long: Men Who Predicted Housing Bubble Prefer Asian Stocks, Gold
Thursday, January 30, 2025 - 5:45pm | 388Read More...Later adapted as a film, “The Big Short,” Michael Lewis‘ seminal book about the hedge funds that shorted the U.S. housing market before its eventual crash in 2008, shot several Wall Street pros to stardom. Among them were Porter Collins, Steve Eisman, Vincent Daniel and Danny...
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'Big Short' Fame Investor Drops Previous Prediction Of Trump Victory: 'The Market Is Going Straight Down' If Kamala Harris Wins White House And Democrats Sweep Congress
Friday, September 20, 2024 - 12:51am | 472Read More...‘Big Short’ famed investor Steve Eisman who is a senior portfolio manager at Neuberger Berman says that he has dropped his forecast after President Joe Biden drops out of the 2024 presidential elections. Eisman has previously predicted that former President Donald Trump would win the...
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'Big Short' Famed Investor Steve Eisman Dismisses Recession Fears, Cites US Economy's 'Story-Time' As Proof Of Strength
Friday, June 14, 2024 - 7:03am | 530Read More...Renowned investor Steve Eisman has expressed confidence in the stability of the U.S. economy, dismissing fears of an impending recession. What Happened: Eisman, who is known for predicting the 2008 housing crash, stated in a recent interview with CNBC that the U.S. economy is resilient. He...
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'Big Short' Fame Investor Picks Nvidia And AMD As Most Obvious AI Investment Opportunities, But Thinks Apple Is 'Hidden' Play
Wednesday, May 22, 2024 - 2:23am | 742Read More...Apple Inc. (NASDAQ:AAPL) has been identified as a major player in the artificial intelligence market by renowned investor Steve Eisman of “The Big Short” fame. He believes that Apple’s AI strategy will lead to substantial gains. What Happened: Eisman, who now serves as a senior...
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'Crazy:' Hedge Fund Titan Bill Ackman Labels Biden's Arms-Freeze Warning To Israel Amid Hamas War 'One Of The Worst Acts Against An Ally'
Thursday, May 9, 2024 - 8:46am | 662Read More...President Joe Biden warned Israel that the U.S. would halt some arms shipments to Israel if the latter chose to invade the city of Rafah. The president’s comments drew sharp criticisms from some high-profile fund managers, who have been very vocal about the Middle East crisis. What Happened:...
















