Arju Raul

[Arju Raul @sanitycheck911]

@junkbondinvest Much lower than general market expectation (for those who follow the space and not doomsayers) and lower than what they saw last quarter. This is positive news for them.

[Arju Raul @sanitycheck911]

@seanpaulkelley You sound so sloppy. There is no liquidity is private credit to manage 5% redemptions? Have you looked at any of the fund’s liquidity and how much repayments they get from loans?

[Arju Raul @sanitycheck911]

@ANDREWASSAEL @elerianm It is exactly what this fund should be doing and all investors were aware of 5% cap.

[Arju Raul @sanitycheck911]

@zerohedge Get used to it! 5% is what was promised to investors.

[Arju Raul @sanitycheck911]

@seanpaulkelley Clearly you have no idea how these funds work and are fear mongering! They should absolutely limit outflows at 5%.

[Arju Raul @sanitycheck911]

@1CoastalJournal Nice fear mongering to get clicks on substack!

[Arju Raul @sanitycheck911]

@zerohedge I would say only a 0.7% increase over Q1 is really good! Also the 5% gate is working as intended.

[Arju Raul @sanitycheck911]

@NicoGladia Sorry, misread your post. I thought by USPC you meant all US private credit (PC) not the Apollo fund USPC which I am not familiar with.

[Arju Raul @sanitycheck911]

@junkbondinvest Only fools believed that redemption requests were going to decline. Media creates hype around private credit redemptions and then acts surprised that redemptions went up? Can’t make this stuff up

[Arju Raul @sanitycheck911]

@exec_sum Sounds like a joke to report such a low number!

[Arju Raul @sanitycheck911]

@junkbondinvest Will we see the financial press cite that there was no LME here and that is how direct lending differs from BSL? Not holding my breath

[Arju Raul @sanitycheck911]

@zerohedge Absolutely the right thing to do and they will keep doing it because if you did not understand the liquidity restrictions on illiquid assets, then it is on you! Can’t have higher yields and higher liquidity at the same time.

[Arju Raul @sanitycheck911]

@KPCascadia @zerohedge You are so stupid!

[Arju Raul @sanitycheck911]

@trevornoren Gundlach was absolutely wrong as June redemptions are coming much lower than the what he was fear mongering. Shameless.

[Arju Raul @sanitycheck911]

@NicoGladia Unfortunately there are a lot of folks like Thierry!

[Arju Raul @sanitycheck911]

@sagharborcap Most of financial media nowadays is stupid and just interested in click bait news!

[Arju Raul @sanitycheck911]

@yenoms Very stupid take! BX stock was up 9% today!!

[Arju Raul @sanitycheck911]

@GlobalMktObserv Hilarious! BX stock was up 9% today because the redemptions were much lower!

[Arju Raul @sanitycheck911]

@zerohedge Putting in all caps might make it sound more fearful? This was fully expected and the right thing to do.