Unicus

An independent short-only invst. research firm. X is Not Fin Advise. Short: Macro Credit:

[Unicus @UnicusResearch]

PSA: My family is having issues with my Twitter usage. Sadly, Twitter is where the news breaks. Sometimes, we break the news.

So, for the first time in 6 years, I am going for a week vacation from 13-20, and my Twitter feed will be managed by my trusted analyst - @solvequiK.

[Unicus @UnicusResearch]

@DadInvest @solvequiK Thank you. My mind will be at work.

[Unicus @UnicusResearch]

PSA: My family is having issues with my Twitter usage. Sadly, Twitter is where the news breaks. Sometimes, we break the news.

So, for the first time in 6 years, I am going for a week vacation from 13-20, and my Twitter feed will be managed by my trusted analyst - @solvequiK.

[Unicus @UnicusResearch]

Sky Racoons had me

[Dave Collum @DavidBCollum]

Remember when bald eagles were at risk of extinction. They are now sky raccoons.

[Unicus @UnicusResearch]

Trapping retail investors. Insane.

[Polymarket @Polymarket]

NEW: Fidelity lowers the minimum account requirement for the SpaceX IPO from as high as $500,000 to just $2,000.

[Unicus @UnicusResearch]

We just published new shorts with a ~1 B+ market cap. on its way to low single digits.

To become our client, email [email protected]

[Unicus @UnicusResearch]

Better the workers, than the Private Credit investors.

[unusual_whales @unusual_whales]

More workers are raiding their 401(k)s as average balances fall, Fidelity has said.

[Unicus @UnicusResearch]

That’s what I said to my husband when I was about to lose the argument with him.

[First Squawk @FirstSquawk]

BESSENT SAYS IRAN CONFLICT 'HAS BEEN HALTED'

[Unicus @UnicusResearch]

Never seen anyone strip-perform for their fees like Goldman.

100X eh?
Btw, 2030 is in 4 years.
The same 2030 Blackrock and everyone assured will reach Green agenda, when ESG was cool.

[*Walter Bloomberg @DeItaone]

GOLDMAN SACHS EXPECTS SPACEX’S AI REVENUE TO SURGE 100 TIMES BY 2030

[Unicus @UnicusResearch]

BREAKING: Blackstone caps withdrawals at flagship private credit fund as redemption requests hit 10%.

Another one.
We told everyone just that.
Cheers! This is just the beginning.

[Unicus @UnicusResearch]

Oooh

[Marc-André Fongern @Fongern_FX]

⚠️ When the industry’s top performers (Millennium and Citadel are doing the same) are locking the exit door, it’s time to pay attention.

[Darth Powell @VladTheInflator]

Must watch, well well well...... word is getting out

The ability to print money just determines who wins and loses.

https://t.co/UtTJEwcXSM

[Unicus @UnicusResearch]

Got to listen.

[JustDario @DarioCpx]

To go out publicly and say what he is saying, @edzitron has balls the size of the Las Vegas sphere

[Unicus @UnicusResearch]

Love it

[Dave Collum @DavidBCollum]

Historians will call this the GRB—the Great Retard Bubble.

[Kalani o Māui @MauiBoyMacro]

It’s spreading from Private Credit to Private Equity. 👇🏼

“Partners Group told investors in the $8.6 billion Global Value Sicav fund that it had to limit withdrawals to 5% in the second quarter, after redemption requests rose to close to 10% of the fund’s value ..” 👇🏼

https://t.co/EW8lSFAMzC

[Unicus @UnicusResearch]

Jeffries is still there?

[JUNK BOND ANALYST @junkbondanalyst]

Jefferies misses out on the SpaceX IPO and instead of fixing its relationship with Elon, they want to… *checks notes* be the go-to bank for betting against SpaceX and shorting the stock?

Talk about chagrin. Not a good look for Jefferies. Only Saks & First Brands for these guys.

[Unicus @UnicusResearch]

We appeared on @realsteveeisman 's podcast.

The interesting conversation we had about private credit unfolded two weeks after we recorded this.

To anyone who is interested: https://t.co/cfRB3ZQYFn

[Unicus @UnicusResearch]

Iran talks back on what?

[Merlin Capital 🧙‍♂️ @merlinscapital]

LEAK: IRAN TALKS BACK ON THANKS TO RUBIO WORK BEHIND THE SCENES

Almost major breakdown in talks last night. Rubio single handedly has gotten Iran back to the table. Deal could be 48hrs away

[Unicus @UnicusResearch]

Jack @JG_Nuke was at it for a long time.
You don't need to take a survey to find this.

[John Cassidy @JohnCassidy]

First it was MIT and McKinsey. Now Bain finds that returns to corporate AI investments are disappointing.

[Unicus @UnicusResearch]

Thank you, Mr. Obvious.

[Bloomberg @business]

Billionaire investor Ray Dalio said the booming artificial-intelligence market shows signs of a bubble that will eventually burst https://t.co/WaVNjOo58i

[Unicus @UnicusResearch]

Wait, $UBER had HR, talent acquisition and recruiters?

[unusual_whales @unusual_whales]

JUST IN: Uber, $UBER, has cut 24% of its HR, talent acquisition and recruiters, per Bloomberg.