An independent short-only invst. research firm. X is Not Fin Advise. Short: unicusresearch.com/ Macro Credit: contrarianunicus.substack.co…
Joined March 2021
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Does the Iran’s deputy foreign minister minister know this?
Iran’s Deputy Foreign Minister Gharibabadi confirms the country reached a peace deal with the US bloomberg.com/news/articles/…
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Does the gate keeper of Hormuz know this?
BREAKING: 🇺🇸🇮🇷 President Trump says peace deal with Iran is officially complete and the Strait of Hormuz is now open.
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$50T going once, twice..
Do I hear $60T?
Jun 14
Fuck it. Let's go for $50T!
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Central time?
Asia pacific time?
Russian time?
Can I call in a help?
Trump: Agreement with Iran will be signed in hours
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Jun 13
Do we have a $40T?
Do I hear a $42T?
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Jun 13
Which Sunday!
Jun 13
BREAKING: Trump says Iran peace deal to be signed Sunday
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Jun 12
Wait. I thought it was a done deal?
Jun 12
BREAKING: Trump thinks a deal with Iran could be signed over the weekend, or Monday, per Axios
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Jun 12
We mapped this a few days before the news and unpacking HPS corporate lending fund’s filings for our clients.
We’re looking into every single PC funds loan books that are available. We want to know and share with our clients what’s in the loan books and what’s the performance of those books.
Jun 12
“BlackRock said redemption requests from its $ 13bn HPS Corporate Lending Fund climbed to roughly $ 1.6bn from $ 1.2bn in the first quarter. The world’s largest asset manager honoured requests equal to 5 per cent of the fund’s net assets, worth about $ 620mn.” 👇🏼
ft.com/content/65adec62-3505…
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Jun 12
$400M seems to be HSBC's lucky number.
Sorry I mean *unlucky number.
bloomberg.com/news/articles/…
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Jun 12
HLEND is getting redemption requests, again.
Jun 12
HLEND redemption requests: 13.3% of shares. Cap: 5%.
BlackRock: the fund maintains "significant capital flexibility."
For BlackRock, yes.
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Jun 12
“Proposed” is not equal to “accepted”
This is why READING and Understanding is critical.
The draft version of the Iran-U.S. memorandum of understanding includes a commitment from the U.S. to lift oil sanctions and a commitment from Iran to reopen the Strait of Hormuz, Iranian state media reported Friday.
The 14-point document dictates that final negotiations will not begin until the release of half of Iran’s frozen funds, the suspension of Iran’s oil sanctions, and the lifting of the naval blockade, the Mehr News Agency reported.
Read more: cnb.cx/4ee0fTe
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Jun 12
And you’re right? Because….?
Jeff Bezos told CNBC that he has “a very different view” when asked about concerns about AI and job losses, adding that AI will bring “significant productivity” to the economy that will raise the standard of living.
Read more: cnb.cx/4uyYSoq
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Jun 12
Wow
Lenders poured money into Bob Bull’s mobile home empire and made him very rich. The business collapsed owing at least $2 billion, and creditors are asking where the money went bloomberg.com/news/features/…
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Jun 11
Does everybody Iran know that?
Jun 11
*TRUMP: EVERYBODY IN IRAN HAS APPROVED THE DEAL
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Jun 11
We’ve been waiting in $AVIS enterprise to get a car, which we paid for.
We came here 2 hours ago- the dummies said we’ve Chrysler, Doge, Ram, Jeep. We said they’re sh!t cars. We want the car we booked, that’s VW.
He said we don’t have it.
Then, they chose to drive to nearby town to get us Toyota.
We’re still waiting.
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Jun 11
Define 'investment grade'
Citigroup Inc. is offering its first investment-grade bonds of 2026, following $123.3 billion of issuance by the five other biggest Wall Street banks this year. bloomberg.com/news/articles/…
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Jun 11
I stopped Starbucks. I would rather splash ice water on my face to stay awake that Starbucks. Or wait until i get home to make coffee.
It is getting worse. NYC, forget about it.
Jun 10
I’m not sure what’s more shocking: the $7 price tag or the fact that the cup was 80% ice.
(When I asked the barista if this was normal, they suggested I order 'light ice' next time.)
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Jun 11
I do not think I can have a vacation without working or thinking about work.
I love what we do.
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Jun 11
Well, is it that special: another SRTs.
Lloyds Plans SRT Tied to $4.2 Billion of Loans to Smaller Firms.
bloomberg.com/news/articles/…
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