[Go to site: main page, start]
The Unicus Investor

The Unicus Investor

Home
Podcast
Pre-Mortem Brief
"Source” Whisperer
The Credit Crack Monitor
Off the Books
Earnings Pro
Tracking the CRE with Melody …
PRIVATE CREDIT INTELLIGENCE (…
Archive
Leaderboard
About
Private Credit’s Global Contagion: MFS and the Risk Banks Only Pretend to Sell - II
How banks fund private credit, and how significant risk transfers move the danger around without moving it out.
 • Unicus Research
The Run: Private Credit Echoes Ponzi Finance
How Private Credit Redemptions Trigger the First Order, Second Order, and Third Order Impacts.
 • Unicus Research
The Deep Dive: Banks Vs Private Credit. Where the Funding is Cracking.- II
MFS, FAB, Apollo, HSBC, JPMorgan, SRTs, and the cross-border channels regulators cannot fully see
 • Unicus Research
The $2,000 Household: Tariffs and the Iran war will cost the average US household roughly $1,400 to $2,300
Always Mind the Lag: The Fed and the market are reading them as one transitory story. They are not.
 • Unicus Research
KMX and CVNA: Consumer Pool Did Not Get Better. The Losses Got Modified.
What a CarMax Auto Trust Isn't Showing
 • Unicus Research
The Dirty, Dirty Details: Private Credit, Data Centers and CRE
The Dirty, Dirty Details: Too Many Fingers in One Pie
 • Unicus Research
Private Credit and the 2026 Maturity Wall and the Multifamily Madness
The 2026 CRE Maturity Wall is $875 billion. Credit Companies and Non-Bank Lenders Carry the Highest Maturity Concentration.
 • Unicus Research
The Unicus Investor
The Unicus Investor
The Unicus Investor newsletter invites you to seek investment value by taking the less crowded path. We offer insights from our industry sources and relevant, consumable bites of investment insights.
Recommendations
View all 26
Coffee and a Mike
Coffee and a Mike
Coffee and a Mike
Nordic Night Moves
Nordic Night Moves
Dylar Digital Assets
User's avatar
Barry Ellsworth
Barry Ellsworth
MacroEdge
MacroEdge
MacroEdge
M3_Melody Substack
M3_Melody Substack
Melody Wright

The Unicus Investor

AboutArchiveRecommendationsSitemap
© 2026 Unicus Research LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture
    This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts