Unicus
@UnicusResearch
An independent short-only invst. research firm. X is Not Fin Advise. Short: Macro Credit:
加入 March 2021
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Don't forget earlier in the year we saw this link between MFS and DN1. Tough year for Australian Funds.
BREAKING: Metrics Credit Partners, one of Australia's largest private credit managers, suspended trading on three ASX-listed funds and slashed valuations by over $160 million following a disagreement with auditor KPMG.
We warned that Australia is facing a PC and CRE issue. With our loan book analysis, we continue to warn.
PC= toxic, no accountability dump.
And it’s in your retirement, annuity and everything in between.
And most think they’re in a BULL market?
Cute.
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