rogueoneanalyst

Scared Money Don’t Make Money // Rogue One Research on Sub Stack

[rogueoneanalyst @macromonkeey]

@NickNemo17 Give em Hell bro. This shit is out of control

[Julian Klymochko @JulianKlymochko]

If all private credit PIK is bad, then Inter Miami CF is worth zero.

Sorry I don't make the rules.

$ARCC

[rogueoneanalyst @macromonkeey]

Hope I got some ppl free money today

[rogueoneanalyst @macromonkeey]

RBC initiates $GEHC w/ outperform, PT $80. great entry here with insiders load up... check out my free report https://t.co/G2fI4sILVA

[rogueoneanalyst @macromonkeey]

@NickNemo17 Run baby run

[LEAPTRADER @LEAPTRADER_]

Initial Jobless Claims (blue) have remained relatively range-bound with typical volatility, while Continuing Claims (orange) have trended lower after peaking last year, currently hovering near the low end of the recent range.

Labor market still showing resilience, but all eyes on today’s fresh print in ~30 minutes.

Data: YCC Capital / Bloomberg

[High Yield Harry @HighyieldHarry]

I would never get married at MSG.

I would get married at MetLife instead and tear my ACL walking down the aisle.

[rogueoneanalyst @macromonkeey]

@NickNemo17 This is my quant

[rogueoneanalyst @macromonkeey]

@junkbondinvest Well well well

[rogueoneanalyst @macromonkeey]

$ALKT on fire since I pitched it !!! Hope some people took advantage of the dip!

[rogueoneanalyst @macromonkeey]

check out my first substack research post on $ALKT . This little known fintech has been wrongfully derated!
https://t.co/BCFHXibySt

[Unicus @UnicusResearch]

🚨 Private credit loan books are dog poo wrapped in cat poo, that are buried in loan-layering.

Cliffwater gated CCLFX. Is CELF next?
We dissected Cliffwater's CELF's loan book and here is what we found.

See below:

[rogueoneanalyst @macromonkeey]

@UnicusResearch I already looked at part of $ARCC if you want to check it out. Shady shit going on at $ARES https://t.co/glTLldgwqV

[rogueoneanalyst @macromonkeey]

@FT No surprise here if you read my latest Substack article

[rogueoneanalyst @macromonkeey]

@FT Position by position the process is processing…

[rogueoneanalyst @macromonkeey]

@LeylaKuni “Zombie companies”

[rogueoneanalyst @macromonkeey]

@FirstSquawk “Don’t yell fire in a crowded movie theater “

[rogueoneanalyst @macromonkeey]

@_ChrisYork @LeylaKuni Ok sure it can’t be gated like private funds but it can certainly be “next” when it’s credit deteriorated which is the underlying reason for all of these private funds gating redemptions.

[rogueoneanalyst @macromonkeey]

@_ChrisYork @LeylaKuni Ok….the golden age of private credit is coming to a close due to greedy management and unsustainable management practices. No one is debating past performance pal we are debating future performance

[rogueoneanalyst @macromonkeey]

@1CoastalJournal @VladTheInflator @junogsp7 I know $ARES is toast…check out the shit they pull in their BDC $ARCC …https://t.co/glTLldgwqV

[rogueoneanalyst @macromonkeey]

@Restructuring__ The boys at $ARES gonna be marking down a lot more soon…https://t.co/glTLldgwqV

[rogueoneanalyst @macromonkeey]

@LeylaKuni I studied why investors shouldn’t like $ARCC so much… https://t.co/glTLldgwqV