{"id":"q_6a932ae24fefa3c174","text":"Reconstruct Tepper/Appaloosa Jan-Jul 2026: the reported ~40% average cash (Bloomberg, not a quote), the 13F dismantling of China/cyclicals, his cash-call history, and the macro case either way.","slug":"reconstruct-tepper-appaloosa-jan-jul-2026-the-reported-40","status":"answered","entities":["TEPPER"],"ref_url":null,"forecasters":null,"created":"2026-07-09","budget_cents":1500,"tier":"standard","raised_cents":0,"funders":0,"artifact":{"id":"a_6a932ae26540eff541","question_id":"q_6a932ae24fefa3c174","latest_rev":1,"machine_price_cents":50,"freshness_hours":72,"external_url":"https://tepper-dossier.us-east-1.gists.org","teaser":{"verdict":"**His 2007 playbook, not a top call:** +32% H1 being long the AI epicenter while holding ~40% cash. His bearish public calls miss 8/10 times; his cash-while-long positioning preceded his greatest trade. The stark divergence: Tepper 40% cash vs BofA FMS 3.9%.","headline":{"direction":"mixed","confidence_band":"medium","magnitude_class":"moderate"},"question":"Reconstruct Tepper/Appaloosa Jan-Jul 2026: the reported ~40% average cash (Bloomberg, not a quote), the 13F dismantling of China/cyclicals, his cash-call history, and the macro case either way.","citations_count":0},"downloads":0,"unique_buyers":0,"age_hours":1309.7}}