Laks

Founder and CEO @UnicusResearch
A short seller who married another short seller, and our kid, who is 7, is interested in short selling.
Not investment advise.

[Unicus @UnicusResearch]

Not just that, @LeylaKuni, we analyzed CCLFX's 3,039 Positions, a 17% Redemption Queue..

Private CLOs are the single largest sector bucket in the file at $7.69 billion of fair value, 24.4% of net assets per the filing’s own section labels.

The largest positions:

- Silver Point Loan Funding at $1.42 billion, carrying a $94.1 million gain, the largest single gain in the book;
- Private Credit Fund C-1 Holdco at $796 million;
- BlackRock Shasta Senior Loan Fund VII at $612 million;
- GPG Loan Funding at $519 million;
- BlackRock Mt. Lassen XII at $512 million.

The list goes on: https://t.co/1K6NMncF3M

[Unicus @UnicusResearch]

Direct from our sources - some of them will be shared with X subscribers.

[Laks @LaksMacArthur]

Weekend read…

[Laks @LaksMacArthur]

My kid: Mom spend time with me over the weekend.

Me: No honey, mom has to keep up with the after market news dumps.

[Steve Eisman @realsteveeisman]

Steve Eisman can notice trends. | Watch the full @CNBC interview for the full story.

#TheRealEismanPlaybook #FinancePodcast #InvestingInsights

[Laks @LaksMacArthur]

Accounting 101

[Amanda Goodall @Amanda_Goodall]

DC watching these AI partnerships like:
‘If the dollar moves, that’s GDP, baby.’

[Laks @LaksMacArthur]

“Schumuck”

[Steve Eisman @realsteveeisman]

My one contribution to the script.

These clips share my truth and honest reactions to the movie The Big Short (2015). Tune in to the full behind-the-scenes look for more. Link in bio. 🎧

#TheRealEismanPlaybook #TheBigShort #InvestingInsights

[Marathon Resource Advisors @MRAfunds]

This…is…so…spot…on!

[Laks @LaksMacArthur]

@leadlagreport The consequences will be painful. An expensive mistake they made.

[Laks @LaksMacArthur]

@DeniseKShull Just thinking this - trying to reach you. Could not DM. Tried to send a general email to your firm. When you have a moment, do DM. Thank you.

[Laks @LaksMacArthur]

My husband and my almost 8-year-old are playing Monopoly.

I overheard my husband saying to our kid, "Remember, bulls and bears make money, pigs get slaughtered."

Early, dining table wisdom will go a long way.

[Laks @LaksMacArthur]

Must listen

[Steve Eisman @realsteveeisman]

"How do you live with yourselves?" | Special guest, @MelissaLeeCNBC, interviews me in this week's episode.

Tap into EP. 20 of The Real Eisman Playbook to hear the true story behind predicting the 2008 crash: https://t.co/1tdtN4SINy 🎧

#TheRealEismanPlaybook #FinancePodcast #InvestingInsights

[Laks @LaksMacArthur]

Thank you, @realsteveeisman for having me.
It is always a pleasure to meet with you.

[Steve Eisman @realsteveeisman]

This is why you never short a cult...

#shortselling #carvana #stockmarket #stocks #wallstreet

[James Chanos @RealJimChanos]

Never mind the $30T, the TAM for immortality is infinite.

[Laks @LaksMacArthur]

This...

[Unicus @UnicusResearch]

🚩 5,000+ $CVNA auto loans repoed.

- $273M gain booked.
- $3M “unrealized securitization gains” despite deep subprime wipeouts.

The stress isn’t showing up in earnings, but it’s already real. We traced the gap.

Here is a sample of what's to come in our new Off the Books series.

Link below.

[Laks @LaksMacArthur]

The timeline is terrible.

[Unicus @UnicusResearch]

🚨🚩 A small Texas bank just failed.
Suspected fraud. $23.7M hit to the FDIC.

Same week, the Fed proposed to slash capital rules for Wall Street.

We broke down the full timeline of the collapse and what it signals.

Our special edition Pre-Mortem Brief: link below👇

[Laks @LaksMacArthur]

According to my family, me writing a Python to scrape a critical data from the SEC for a report to clients is not a "Sunday affair."

I was told by my 7 yo that it is "not cool."

Truth is I did not know that today is Sunday.

[Laks @LaksMacArthur]

“Moody’s Didn't Downgrade the U.S. — They Downgraded the Lie That This Debt Doesn’t Matter.”

As a country, are we ever going to be held accountable? By whom?

[Unicus @UnicusResearch]

🚨 As of May 2025, the U.S. national debt is $36.21 TRILLION.

That’s $106,442 per person — and growing by the second. (treasury and CBO)

But this isn’t just a number. It’s a slow-burning crisis with real consequences.

Let’s break it down 🧵

Details and analysis here: https://t.co/PAMxS5WXhY

[Laks @LaksMacArthur]

@thejobchick Add BNPL to the list