Unicus
@UnicusResearch
An independent short-only investment firm. X is Not Fin Advise. Short: https://www.unicusresearch.com/ Macro Credit: https://contrarianunicus.substack.com/
🚨 PSA to all investors: An investing lesson from $TSLA and Elon. -If you run a fund, or a Company, try to stay out of politics or allegiance to a specific political party. Why?: You will piss off at least 50% of your customer base. And the other 50% won't be able to afford…
I am as well. Almost every metric is down year over year and they’re also pulling guidance. Why pull guidance if things are good? You only pull guidance when you KNOW things are bad or are PRETTY CERTAIN that they’re at least flat and have a high probability of going down over…
A fund intentionally pumping $CVNA and $OPEN is depressing to witness. Just couldn’t comprehend it. Then again, we’re in an era of grift. So, anything goes?
Dear Adam, We will give you a list of stocks, please ask him if he’s bullish on those?
Jim Cramer has a new book coming out His publicist just contacted me asking if I'd interview him I am well aware many of you don't share his views on markets...which makes me think I *should* interview him, so that we hear the other side What do you think?
Bam…
Just IN:— President Trump has asked Google and Microsoft to stop hiring from India or face massive tariffs.
Yep. Their data is 90 days old before they even begin to digest it. But they are good historians.
Trump Trade Adviser Navarro on US-EU deal report: Take it with a grain of salt Gotta walk it back now that the pump is complete #MacroEdge
Trump Trade Adviser Navarro on US-EU deal report: Take it with a grain of salt Gotta walk it back now that the pump is complete #MacroEdge
Fitch, like other rating agencies, are always late to report.
Subprime auto delinquencies have now surpassed 2009 levels, reaching a 15-year high, according to Fitch.
🚩 Remember when $ENPH was “the future of solar”? Well, the future looks like -80% from 2023 highs. We recommended our clients to short near $200, now it’s $39 after disastrous numbers. The sun set on this one and $SEDG #ENPH #stockmarket #solar
$MAN is such a scam.
Forget tech layoffs. ManpowerGroup can’t even staff itself. - Internal headcount is down every single month in 2025 - Now lower than 2016 - Over 1,000 jobs gone since 2022 peak What I have uncovered is pretty wild. I'll drop it later today along with a look into their…
I actually miss regulators doing their job. Never thought I would say that.
🔴 US Treasury Secretary Bessent: I see no reason for Powell to step down now.
🔴 US Treasury Secretary Bessent: I see no reason for Powell to step down now.
$COF - the similar fate is en route for $ALLY , and $CVNA. One of reasons $COF might increase PCL is crap is about to hit the fan on the ABS side of things.
$COF wow! in earnings release Cap One said they increased provision for credit losses by almost 5x. Either they were woefully under-reserved or things have taken a sharp turn.