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@ArturoVandelayI "Group is down another XXX% this AM with worst performers $ARES -XXX% $CG -XXX% $OWL -XXX% Very little short-term support for group on dailies but also very oversold here. Leaning towards getting short via puts on bounce higher Here are Carlyle Group & Blackstone 👀"
X Link @ArturoVandelayI 2025-10-01T16:26Z 2626 followers, 1446 engagements

"He forgot to mention Canada Pension Plans massive investment in USA XX% or $XXX billion out of a $XXX billion fund invested in w/large % in private equity & private credit"
X Link @ArturoVandelayI 2025-10-07T23:30Z 2626 followers, XXX engagements

"Plenty of DMs re alt asset managers & specialty finance asking for buy ranges. My position given magnitude and speed of sell-off is longs are rentals only After gap opengroup selling off again which is a sign of distribution Short $JEF $BX $KKR via November/December puts"
X Link @ArturoVandelayI 2025-10-10T14:25Z 2627 followers, XXX engagements

"Bleeding in PE/Alt asset manager space continues unabated $KKR $ARES down 6/7 oversold & at support. Will likely wait for retracement bounce & get short via OOM puts"
X Link @ArturoVandelayI 2025-10-02T14:07Z 2626 followers, XXX engagements

"Been posting frequently re PE & PC companies horrible pin action over last week or two Here is VanEck Alternative Asset Manager ETF that counts $BX $CG $KKR $BN $ARES amongst its holdings Down 7/10 trading days and off XXX% since 9/23 while $SPY +1.3% over same timeframe"
X Link @ArturoVandelayI 2025-10-06T20:41Z 2627 followers, XXX engagements

"PP&C industry getting crunched today on back of Progressives Q3 miss $PGR $TRV $CB $ALL $PGR trading to lowest level since 08/24"
X Link @ArturoVandelayI 2025-10-15T14:58Z 2625 followers, XXX engagements

"With US debt out to $38T as well as unfunded entitlements only way out is to default or inflate it all away. Gold & silver are front running this seemingly daily. Plan accordingly"
X Link @ArturoVandelayI 2025-10-14T03:41Z 2627 followers, XXX engagements

"Bye bye Beyond $BYND Yet another netzero posterchild circling the drain. Anyone else old enough to remember the good old days post IPO when bubblevision gang told us how they were going to take over the food world"
X Link @ArturoVandelayI 2025-10-13T15:44Z 2626 followers, XXX engagements

"$BLDR now down X straight and homebuilders $XHB 6/7 Housing supply stagnant & XX year mortgage still 6%+ not a great recipe for growth"
X Link @ArturoVandelayI 2025-09-23T01:33Z 2627 followers, 1146 engagements

"@GasPriceWizard Apparently Mayor Brown doesnt have access to Google"
X Link @ArturoVandelayI 2025-10-16T16:28Z 2626 followers, XXX engagements

"Little more than an hour in and equities lower but off worst market levels. Treasuries mostly firmer w/bit of curve steepening. Cap weighted $SPY & $QQQ taking back seat to equal weighted $RSP & $QQEW and value as well as low vol outperforming growth & high beta/1"
X Link @ArturoVandelayI 2025-10-14T14:43Z 2626 followers, XXX engagements

"@fordnation when is your presser where you take an axe to a Jeep Compass"
X Link @ArturoVandelayI 2025-10-15T14:43Z 2626 followers, XX engagements

"On top of the $336B or XX% of $714B Canada Pension Plan already invested in U.S"
X Link @ArturoVandelayI 2025-10-08T11:25Z 2626 followers, XXX engagements

"Happy International Pronouns Day everyone Please call me His Royal Highness today"
X Link @ArturoVandelayI 2025-10-15T14:44Z 2626 followers, XX engagements

"Buy side out w/several price target reiterations for Rocket Co. in face of challenging housing/mortgage origination data but investors voting w/their🦶over last X trading days 👀 $RKT -14%over last X trading days on highest X day volume since 02/21 Am sure its nothing 😉"
X Link @ArturoVandelayI 2025-10-06T20:49Z 2627 followers, 1548 engagements

"Building materials space absolutely getting crushed over last week $BLDR X straight -XX% $LPX 5/6 -X% $CARR 8/9 -X% $TREX 5/6 -XX% Im sure its nothing"
X Link @ArturoVandelayI 2025-09-19T22:08Z 2627 followers, 1306 engagements

"Private Equity & Alternative Manager space getting wrecked today with many names out to multi-month lows & w/chart breakdowns. $OWL -X% $KKR -XXX% $ARES -X% $APO -XXX% $BX -4.5%"
X Link @ArturoVandelayI 2025-09-30T19:07Z 2626 followers, 1489 engagements

"In midst of an AM ripper & cant help but notice PE & alt asset managers continue to trade heavy Invesco Listed PE ETF $PSP +0.80bps vs $SPY +1.25% & $QQQ +1.7% Green shoot in space is dumpster🔥$JEF +3.4% after being down X straight. 👀 to get short on move to $60"
X Link @ArturoVandelayI 2025-10-13T14:30Z 2626 followers, XXX engagements

"Plenty of DMs requesting solid dividend growth opps so will share a few over next week or two Aflac is a financial company operating predominately in & $AFL dividend for XX consecutive years & compounded @11% over last decade Basing $100-$115 looking to add $100ish"
X Link @ArturoVandelayI 2025-09-16T20:58Z 2626 followers, XXX engagements

"Pretty eventful uneventful day on NA equity markets. S&P500 closed down 16bps but equal weight proxy $RSP +0.9%. $QQQ -XXX% while equal weight proxy $QQEW +0.2% Underperformance concentrated amongst $MAGS -XXX% w/all constituents lower save $GOOGL +0.1% Smelly $SOX -XXX% /1"
X Link @ArturoVandelayI 2025-10-14T20:19Z 2627 followers, XXX engagements

"Decliners now 4-1 over advancers Private Equity/Credit group down sharply again. $CG $ARES $BX $OWL"
X Link @ArturoVandelayI 2025-10-09T18:54Z 2627 followers, XXX engagements

"Sure sounds like QT in late innings. Since embarking on QT Fed has reduced its balance sheet to $6.5T from $9T Fun Fact X It was X pre 2007 prior to Bernakes temporary use of QE Fun Fact X Turns out it wasnt temporary. Gold & Silver screaming this from rooftops"
X Link @ArturoVandelayI 2025-10-14T21:06Z 2626 followers, XXX engagements

"@MarkNeuman18 Been raising cash for couple weeks now. Still feel specialty finance alt asset manager/PE space potential canaries in coal mine 2nd day of bounce in space following relentless selling for two+ wks Short $JEF $OWL $ARES $KKR via puts may look to add on XX% retracement bounce"
X Link @ArturoVandelayI 2025-10-14T14:47Z 2626 followers, XXX engagements

"@Sean_Speer @cbcwatcher Canada Pension Plan (CPP) say hold our 🍺 XX% of $700B+ vested directly in USA majority invested in illiquid Private Equity/Credit"
X Link @ArturoVandelayI 2025-10-16T15:39Z 2626 followers, XX engagements

"Various & sundry USD getting smoked today & CAD cant lift Decliners over advancers 4-1 High beta $SPHB -XXX% while low vol. $SPLV +0.4% Private Equity/Credit complex unraveling- $KKR -4%/-7% wk $BN -3%/-5% wk $ARES -3.3%/-6.6% wk $CG -4%/-11% wk Be careful out there"
X Link @ArturoVandelayI 2025-10-10T18:14Z 2626 followers, XXX engagements

"@mrsunshinebaby XX% of $714B Canada Pension Plan already invested in USA majority in Private Equity & Private Credit. Few. 🤷"
X Link @ArturoVandelayI 2025-10-08T11:15Z 2628 followers, XX engagements

"Rocket now down 7/8 & down a whopping XX% from recent highs on October 1st. Waiting for bounce back to lower high & will look to get short via puts PE/PC complex continues to get whacked w/ugly stick $KKR $CG $ARES & regional banking ETF $KRE looking toppy Careful out there"
X Link @ArturoVandelayI 2025-10-09T15:47Z 2626 followers, XXX engagements

"Dirty little not so secret was Stellantis cutting jobs in USA months before the Elbows Up Campaign"
X Link @ArturoVandelayI 2025-10-16T02:54Z 2626 followers, 1701 engagements