This is an interesting - although long - article from Vanity Fair this month:
Michael Burry always saw the world differently - due, he believed, to the childhood loss of one eye. So when the 32-year-old investor spotted the huge bubble in the subprime-mortgage bond market, in 2004, then created a way to bet against it, he wasnt surprised that no one understood what he was doing. In an excerpt from his new book, The Big Short, the author charts Burrys oddball maneuvers, his almost comical dealings with Goldman Sachs and other banks as the market collapsed, and the true reason for his visionary obsession.
Betting on the Blind Side