Uni Capital LLC

what happens on Wall Street happens globally

[Uni Capital LLC @UniCapitalLLC]

We are in one of the biggest stock market bubbles in history. Trade the bubble on the long side until it pops then get short.

[unusual_whales @unusual_whales]

Donald Trump said he was considering “winding down” US military efforts against Iran, saying that the US was close to achieving its objectives, per Bloomberg

[Uni Capital LLC @UniCapitalLLC]

@zerohedge So is inflation

[Compound248 💰 @compound248]

Buffett: “What do you think the end will be?”

Munger: “Bad.”

In 2005, exactly 20 years ago, Buffett and Munger talked about the consequences of US structural trade deficits.

Warren Buffett predicted:

“Ownership by the rest of the world, of [the US], would be seen as a form of taxation 20 years from now by the people who reside here.” 👀

[Uni Capital LLC @UniCapitalLLC]

All you panicans clearly aren’t aware that the Masters is on

[Uni Capital LLC @UniCapitalLLC]

@zerohedge https://t.co/5ea9XBKCFa

[Uni Capital LLC @UniCapitalLLC]

@KobeissiLetter Banks reassess their base case back to recession from the reassessed base case of no recession from the reassessed base case of recession from the assessed base case of SP6600 Q1 26’

[amit @amitisinvesting]

10yr 4.5%

30yr 4.9%

Japan down 5.2%

S&P down 2%

probability of me going to sleep over watching the global financial system collapse in real time 0%

[Jon Chimpo @jonchimpo23]

@peruvian_bull China selling and now margin calls on cash treasury/treasury futes carry trade the relied on repo facilities 🎯

[Uni Capital LLC @UniCapitalLLC]

@AutismCapital Hitting the sack. Hopefully when I wake up I already got fired so I don’t need to go in

[Uni Capital LLC @UniCapitalLLC]

@AutismCapital

[Uni Capital LLC @UniCapitalLLC]

@EpsilonTheory Jerome Powell gets to sleep comfy at night while I crawl into fetal position and watch the 10Y rise to levels that make me consider quitting my job before I get laid off

[Mitchell DiRaimondo @MitchDiRaimondo]

This is what structural stress looks like. When basis trades unwind this violently, it’s not about macro narratives—it’s about risk limits, margin calls, and liquidity gaps.

These aren’t decisions made by people—they’re made by models under pressure. And they always move faster than the headlines.

[Ross Hendricks @Ross__Hendricks]

Just the most important global financing benchmark going vertical like a meme stonk… probably nothing

[Uni Capital LLC @UniCapitalLLC]

@PeterSchiff Powell is asleep, he will wake up a week too late

[Uni Capital LLC @UniCapitalLLC]

@KobeissiLetter Wake Powell up, we need QE, cuts, and a prepped massive bail out

[Uni Capital LLC @UniCapitalLLC]

@zerohedge 4.49%

[Uni Capital LLC @UniCapitalLLC]

@zerohedge 4.48%

[Uni Capital LLC @UniCapitalLLC]

@compound248 I have leveraged FinTwit as my main source of market news/insights for awhile now... am dissapointed in myself that I have only now come across your content. Great stuff

[Citrini @citrini]

Dollar, oil, bonds, equities

normally one of those is up if the other three are down

[zerohedge @zerohedge]

"Anecdotally, 20x appears to be a good approximation of leverage typically used in these trades"

Luckily, we live in a world where a 5% loss is inconceivable

[Uni Capital LLC @UniCapitalLLC]

@zerohedge Plz include 5th grade level comprehensible version