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# ![@junkbondinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1094621743191347201.png) @junkbondinvest junkbondinvestor

Concerns are growing about the private credit market, with warnings that it may be showing similar red flags to the junk bond market of the past. Investors are pouring money into private credit funds, but some are questioning the safety and liquidity of these investments. Several high-profile cases, including the collapse of First Brands, have raised concerns about the sector's risk and potential for widespread defaults.

### Engagements: XXXXXX [#](/creator/twitter::1094621743191347201/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1094621743191347201/c:line/m:interactions.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXXXX +140%
- X Months XXXXXXXXX +7.60%
- X Year XXXXXXXXXX +286%

### Mentions: XX [#](/creator/twitter::1094621743191347201/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1094621743191347201/c:line/m:posts_active.svg)

- X Week XX +1.30%
- X Month XXX +31%
- X Months XXX +20%
- X Year XXXXX +195%

### Followers: XXXXXX [#](/creator/twitter::1094621743191347201/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1094621743191347201/c:line/m:followers.svg)

- X Week XXXXXX +1.60%
- X Month XXXXXX +7.30%
- X Months XXXXXX +24%
- X Year XXXXXX +66%

### CreatorRank: XXXXXXX [#](/creator/twitter::1094621743191347201/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1094621743191347201/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1094621743191347201/influence)
---

**Social category influence**
[finance](/list/finance)  #2271 [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[debt](/topic/debt) #54, [money](/topic/money) 4.76%, [private equity](/topic/private-equity) #4, [finance](/topic/finance) #3049, [$23b](/topic/$23b) #1, [$whr](/topic/$whr) 2.38%, [tariffs](/topic/tariffs) 2.38%, [$ea](/topic/$ea) 2.38%, [stocks](/topic/stocks) #786, [$300b](/topic/$300b) #4

**Top accounts mentioned or mentioned by**
[@illiquidinsight](/creator/undefined) [@logoinvestor](/creator/undefined) [@leylakuni](/creator/undefined) [@slackwatercap](/creator/undefined) [@abdonarenasp](/creator/undefined) [@tylerhardt](/creator/undefined) [@breidcredit](/creator/undefined) [@vince_ltd](/creator/undefined) [@bigba11r](/creator/undefined) [@billyninelives](/creator/undefined) [@bondhack](/creator/undefined) [@ericgplatt](/creator/undefined) [@craigjones62051](/creator/undefined) [@stevenjollyffg](/creator/undefined) [@lasteelers](/creator/undefined) [@monkchiere](/creator/undefined) [@monsieurbobo](/creator/undefined) [@nicogladia](/creator/undefined) [@chickenmon3000](/creator/undefined) [@longshawtee](/creator/undefined)

**Top assets mentioned**
[Whirlpool Corporation (WHR)](/topic/$whr) [Electronic Arts Inc. (EA)](/topic/$ea) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Brookfield Corporation (BN)](/topic/$bn) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [PRiVCY (PRIV)](/topic/$priv) [DoorDash, Inc. (DASH)](/topic/doordash) [BlackRock Inc (BLK)](/topic/blackrock) [FUNtoken (FUN)](/topic/$fun) [Eli Lilly and Company (LLY)](/topic/eli-lilly)
### Top Social Posts [#](/creator/twitter::1094621743191347201/posts)
---
Top posts by engagements in the last XX hours

"Institutions spent decade loading up on private equity and credit Now Blackstone launches dedicated unit for retail 401ks Classic distribution sequence: sophisticated money goes first retail gets access at maturity"  
[X Link](https://x.com/junkbondinvest/status/1978578039244988574) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-15T21:45Z 39.1K followers, 14.9K engagements


"Dimon: "One cockroach means more cockroaches" Lipschultz: "Maybe the cockroaches are at JPMorgan. This is syndicated market problems." Meanwhile the stock market has opinions"  
[X Link](https://x.com/junkbondinvest/status/1978580769288175750) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-15T21:56Z 39.1K followers, 22.3K engagements


"Car loans used to be the safest bet in consumer credit because people always needed a car (you cant get to work without it) XX years later delinquencies up 50%+ now riskier than credit cards The sector contagion makes sense now"  
[X Link](https://x.com/junkbondinvest/status/1979271154956398753) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-17T19:39Z 39.1K followers, 28.8K engagements


"First Brands DIP budget show $134mm in restructuring fees in XX weeks. Thats $10mm+ per week in professional fees just to sort through this mess. Bankruptcy is expensive. Fraud bankruptcies are REALLY expensive"  
[X Link](https://x.com/junkbondinvest/status/1979276836392632437) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-17T20:02Z 39.1K followers, 92.8K engagements


"Trigger warning: Private asset marketing material 🤭"  
[X Link](https://x.com/junkbondinvest/status/1980685203850031568) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-21T17:18Z 39.1K followers, 81.7K engagements


"$38B debt offering for Oracle data centers (largest AI infrastructure deal ever) Texas: $23B Wisconsin: $15B That's more than most countries' annual infrastructure budgets. For two buildings. Key Terms: S + XXX bps IO during construction X years + two 1-year extensions AI infrastructure = different universe"  
[X Link](https://x.com/junkbondinvest/status/1981753082967928880) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-24T16:02Z 39.1K followers, 21.3K engagements


"Just offloaded some data center construction debt to a schoolteachers 401k"  
[X Link](https://x.com/junkbondinvest/status/1981757008106942669) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-24T16:17Z 39.1K followers, 196.9K engagements


"If you know exactly how this trade got syndicated you belong here"  
[X Link](https://x.com/junkbondinvest/status/1981791629892571303) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-24T18:35Z 39.1K followers, 7022 engagements


"Private credit's "totally stable" facade crumbling at first sign of trouble. 5-10% discounts just the appetizer Wait until real panic sets in and we see what "90-95 cents" actually means"  
[X Link](https://x.com/junkbondinvest/status/1910411107170140362) [@junkbondinvest](/creator/x/junkbondinvest) 2025-04-10T19:14Z 38.8K followers, 34.1K engagements


"Anthelion using large language models to identify "attractive middle market loans" XXX% believable. CLO credit analysis nearly XXX% automatable"  
[X Link](https://x.com/junkbondinvest/status/1948029716461674537) [@junkbondinvest](/creator/x/junkbondinvest) 2025-07-23T14:37Z 39K followers, 11.7K engagements


"Whirlpool watching Asian competitors front-run tariffs with promotions: "This wasn't in the America First playbook" Cuts EPS guidance by $2-4. Stock: -XX% $WHR"  
[X Link](https://x.com/junkbondinvest/status/1949940672519164326) [@junkbondinvest](/creator/x/junkbondinvest) 2025-07-28T21:10Z 39K followers, 25.4K engagements


"Secondaries marketed as "liquidity solution" while keeping everything in private markets. The liquidity is just changing which PE fund owns it"  
[X Link](https://x.com/junkbondinvest/status/1958235364205670705) [@junkbondinvest](/creator/x/junkbondinvest) 2025-08-20T18:31Z 39K followers, 6960 engagements


"Banks actively competing to lend at 250bps over for data centers. The competition to fund the bubble"  
[X Link](https://x.com/junkbondinvest/status/1963970390801482072) [@junkbondinvest](/creator/x/junkbondinvest) 2025-09-05T14:20Z 39K followers, 15K engagements


"Whirlpool pivoting from appliance manufacturer to tariff enforcement whistleblower is exactly the kind of innovation Ive come to expect $WHR"  
[X Link](https://x.com/junkbondinvest/status/1967628466813390997) [@junkbondinvest](/creator/x/junkbondinvest) 2025-09-15T16:35Z 38.9K followers, 10.3K engagements


"CareCloud's preferred stock is up 5x+ from its Dec-23 lows Now 10%+ yield for 2.2x net through the pref Labor arbitrage dressed up as healthcare innovation. Here's how it works: $CCLD $CCLDO $CCLDP"  
[X Link](https://x.com/junkbondinvest/status/1967755232898920565) [@junkbondinvest](/creator/x/junkbondinvest) 2025-09-16T00:59Z 38.9K followers, 7764 engagements


"Office Depot has been restructuring since approximately 2005 Optimizing rightsizing pivoting to B2B merging with OfficeMax spinning off divisionsyou name it X more PE owner. X more turnaround plan. Same result coming"  
[X Link](https://x.com/junkbondinvest/status/1970259258240602473) [@junkbondinvest](/creator/x/junkbondinvest) 2025-09-22T22:49Z 39K followers, 7981 engagements


"Public markets up double digits. Your PE fund flat. Youre stuck defending a 7x levered HVAC roll-up. And still have X years left on lockup"  
[X Link](https://x.com/junkbondinvest/status/1970989845045784939) [@junkbondinvest](/creator/x/junkbondinvest) 2025-09-24T23:12Z 39K followers, 103.1K engagements


"2020: PE firms hire banks for debt deals 2023: PE firms become banks 2025: PE firms underwrite their own deals 2027: PE firms rate their own credit The circle of fees is complete"  
[X Link](https://x.com/junkbondinvest/status/1971271531784499267) [@junkbondinvest](/creator/x/junkbondinvest) 2025-09-25T17:52Z 38.9K followers, 49.6K engagements


"JPMorgan paid $175M for Frank after due diligence that: - Missed X MILLION fake users - Thought BofA was bidding (nope CapOne withdrew same day) - Email blast to "millions of users" yielded XX accounts Peak institutional DD"  
[X Link](https://x.com/junkbondinvest/status/1972826801073504663) [@junkbondinvest](/creator/x/junkbondinvest) 2025-09-30T00:52Z 39.1K followers, 131.6K engagements


"CLOs reviewing their exposure to First Brands"  
[X Link](https://x.com/junkbondinvest/status/1974508836406067577) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-04T16:16Z 38.8K followers, 17.4K engagements


"Democratize access to alternative investments Democratization = selling illiquid high-fee products to people who cant evaluate them right when institutional money is cautious. If PE is such great opportunity institutional allocators would be increasing commitments. Theyre not. So pivot to retail under democratization banner"  
[X Link](https://x.com/junkbondinvest/status/1974570604507386050) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-04T20:21Z 39K followers, 18.9K engagements


"PIK toggle activity: All-time highs Can't pay interest - Just owe more money instead This is what "high quality underwriting" looks like apparently"  
[X Link](https://x.com/junkbondinvest/status/1978587369906340304) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-15T22:22Z 39K followers, 54.6K engagements


"EA buyout will be largest LBO ever at $48.4B Notice that half of the top XX LBOs were done in 2007 (TXU Equity Office First Data Kinder Morgan) Sometimes the record deals happen at exactly the wrong time Source: Bloomberg"  
[X Link](https://x.com/junkbondinvest/status/1978889959864992154) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-16T18:25Z 39.1K followers, 18.4K engagements


"The Most Interesting Trade in the $XX Billion $EA LBO:"  
[X Link](https://x.com/junkbondinvest/status/1978976736483123528) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-17T00:09Z 39K followers, 6526 engagements


"Sixth Street CIO Josh Easterly: "Private credit investors should prepare for lower returns and underwhelming performance" The pitch ('19-'24): 9%+ returns low vol limited defaults The reality ('25): Spreads tight rates falling asset class crowded Rare moment of honesty: Expect disappointment not outright losses"  
[X Link](https://x.com/junkbondinvest/status/1981192433560875382) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-23T02:54Z 39.1K followers, 33.9K engagements


"Private credit lenders taking over Netceed through debt-for-equity swap - over $1B in loans One of Europes largest swaps = one of Europes largest recent defaults Next: Watch this distressed loan marked at XX now become equity marked at XXX 😂"  
[X Link](https://x.com/junkbondinvest/status/1981824318842843189) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-24T20:45Z 39.1K followers, 9747 engagements


"Traditional dividend policy: Pay from earnings and cash flow Modern dividend strategy: Borrow money to fund special payouts $TDG"  
[X Link](https://x.com/junkbondinvest/status/1955265486016467023) [@junkbondinvest](/creator/x/junkbondinvest) 2025-08-12T13:49Z 39.1K followers, 22.7K engagements


"The private credit ETF experiment is going exactly as you'd expect: - $PRIV sitting at $54mm - No new flows in 6+ weeks - X% actual private credit exposure - Everyone else pivoting to interval funds Maybe retail investors aren't as desperate for illiquid assets as Wall Street thinks"  
[X Link](https://x.com/junkbondinvest/status/1912914704843850115) [@junkbondinvest](/creator/x/junkbondinvest) 2025-04-17T17:03Z 39.1K followers, 6021 engagements


"Reminder: First Brands was a widely held BSL and $2.3B allegedly just vanished Now think about private credit deals with 2-3 lenders quarterly (maybe) reporting and marks set by the people who made the loan If this happened in the visible market whats happening in the invisible one"  
[X Link](https://x.com/junkbondinvest/status/1976710682717700602) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-10T18:05Z 39.1K followers, 121.2K engagements


"PE firms this year: Can't find good software deals (AI disruption) Can't invest in healthcare (regulatory nightmare) Can't do industrials (tariffs) What's left Pizza. Always pizza. $PZZA"  
[X Link](https://x.com/junkbondinvest/status/1978222770182861010) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-14T22:13Z 39.1K followers, 26.6K engagements


"Public markets don't trust BDC valuations anymore Stocks now down to multi-year lows many below NAV Bond spreads up to April panic levels New issue concessions doubling Investors want to know: How much Tricolor How much First Brands What else"  
[X Link](https://x.com/junkbondinvest/status/1979592789525463515) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-18T16:57Z 39.1K followers, 31.8K engagements


"Everyone: restaurants dying = weak consumer = recession coming That's what bears say. Casual dining traffic rolling over middle-income consumers eating out less. Except DoorDash sitting near 52-week highs. If consumer wallets were truly cracking discretionary delivery fees would collapse first. They haven't"  
[X Link](https://x.com/junkbondinvest/status/1980308943793799228) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-20T16:23Z 39.1K followers, 42.4K engagements


"Trade finance depends on invoice authenticity and single assignment. But First Brands bankruptcy suggests receivables were assigned to multiple parties. Each lender thought they had exclusive claim all discovered they were funding the same underlying assets"  
[X Link](https://x.com/junkbondinvest/status/1980604776015393248) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-21T11:59Z 39.1K followers, 16.4K engagements


"PE deal activity September 2025: $300B total value (highest since 21) Deal count also increased significantly $EA $55B take-private drove headlines but $245B came from other deals Both volume and value rising = broader recovery not just mega-deal driven"  
[X Link](https://x.com/junkbondinvest/status/1980993644179169533) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-22T13:44Z 39.1K followers, 6019 engagements


"KKR/Capital Group cracking open private credit for retail: - $1000 minimum investment - XXXX% fees (no performance fees) - XX% private credit allocation Just don't ask about the liquidity mismatch"  
[X Link](https://x.com/junkbondinvest/status/1915854542719119705) [@junkbondinvest](/creator/x/junkbondinvest) 2025-04-25T19:44Z 39.1K followers, 186.8K engagements


"Brightline secured debt now in the 40s At least the trains look nice.😅"  
[X Link](https://x.com/junkbondinvest/status/1974996760004300931) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-06T00:34Z 39.1K followers, 31.1K engagements


"BDO borrowed $1.3B from Apollo at X% to fund their ESOP BDO gave First Brands clean audit in March First Brands collapsed months later Apollo (BDOs lender) was shorting First Brands debt BDO now laying off staff to manage Apollo debt payments Nothing to see here just normal audit independence"  
[X Link](https://x.com/junkbondinvest/status/1977086156761448580) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-11T18:57Z 39.1K followers, 204.4K engagements


"Howard Marks selling his remaining Oaktree stake right as: - Alternative managers consolidating at record valuations - BlackRock paying $12B+ for competitors - Everyone racing to build credit platforms Guy who made his fortune on distressed debt timing the exit perfectly. Again"  
[X Link](https://x.com/junkbondinvest/status/1977794585536442733) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-13T17:52Z 39.1K followers, 156.9K engagements


"Private equity exit dynamics: 2019: XX% of exits sold to other PE firms 2025: XX% PE-to-PE When your industry stops buying from itself the exit queue grows. Source: FT"  
[X Link](https://x.com/junkbondinvest/status/1978118499760222231) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-14T15:19Z 39.1K followers, 41.4K engagements


"Private credit showing XX% historical correlation to leveraged loans. But dont worry its definitely safer because they do more diligence and know the borrowers better"  
[X Link](https://x.com/junkbondinvest/status/1978121449647878154) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-14T15:31Z 39.1K followers, 48.5K engagements


"Universities are worried about PE entering college sports and changing financial incentives. Penn State just committed $XX million to a coaching buyout. The financial incentives already changed"  
[X Link](https://x.com/junkbondinvest/status/1978826819403923841) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-16T14:14Z 39.1K followers, 7926 engagements


"While equity holders celebrate their XX% takeover premium sleepy IG bondholders who bought $EA's 2051s in the 60s are staring at 50%+ returns. More than double the equity return. With a contractual put at XXX. Yet the bonds trade at XX an 11-point discount. Why is nobody arbitraging this gap Theres a catch:"  
[X Link](https://x.com/junkbondinvest/status/1978976308320154009) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-17T00:08Z 39.1K followers, 42.8K engagements


"777 Partners raised hundreds of millions from "sophisticated" lenders allegedly using: - Fake financial statements ✓ - Inflated assets ✓ - Collateral pledged to multiple lenders ✓ - Assets that didn't exist ✓ Founder charged with $500M fraud CFO already cooperating Asset-backed is only as good as asset verification. Guess nobody verified"  
[X Link](https://x.com/junkbondinvest/status/1979033110734848334) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-17T03:53Z 39.1K followers, 64.2K engagements


"Tech companies need massive data centers. Dont want b/s debt. Private capital wants yield on long-dated infrastructure assets. Want the fees/recurring revenues. MS create SPVs solving both problems. The precedent means more of these deals coming"  
[X Link](https://x.com/junkbondinvest/status/1979206123744858426) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-17T15:21Z 39.1K followers, 15.7K engagements


"Apollo shorted First Brands debt before its $10B+ collapse Now Apollo (along with Sona Axebrook) shorting Adler Pelzer another auto-parts supplier XX% of bonds out on loan; bonds: XX - XX cents When Apollo keeps shorting your sector pay attention"  
[X Link](https://x.com/junkbondinvest/status/1979210046996152488) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-17T15:37Z 39.1K followers, 193.7K engagements


"New academic study (analyzing XXX funds) calls private credit returns "illusory" that uses "mark-to-myth" accounting: Limited alpha vs. leveraged loans (beat in X of X years) 2015 vintage funds still XX% unrealized in 2024 Valuations have "room for interpretation" (lol) Academics chose violence"  
[X Link](https://x.com/junkbondinvest/status/1979641402641228194) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-18T20:11Z 39.1K followers, 29.2K engagements


"Banks lost market share to private credit post-financial crisis regulations. Their response Lend massively to private credit funds. NDFI lending grew XXX% since 2015 fastest-growing loan category. Now banks both compete with AND finance alternative lenders simultaneously"  
[X Link](https://x.com/junkbondinvest/status/1980615733663912024) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-21T12:42Z 39.1K followers, 19K engagements


"Activist hedge funds used to hire consultants and industry experts Now they hire Travis Kelce Janas thesis: Better marketing customer experience modern tech Also: Kelce is Taylor Swifts fianc with 300M+ followers $FUN"  
[X Link](https://x.com/junkbondinvest/status/1980724342725177570) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-21T19:54Z 39.1K followers, 13.7K engagements


"PrimaLend (subprime auto lender) just filed bankruptcy Weeks after Tricolor collapsed. Months after missing debt payments. During record subprime auto delinquencies Dimon: When you see one cockroach there are probably more The auto finance cockroaches keep appearing"  
[X Link](https://x.com/junkbondinvest/status/1981015423027200157) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-22T15:10Z 39.1K followers, 32.2K engagements


"Banks warning about private credit quality while funding its growth: Wells Fargo: $60B lent to private credit BofA: $33B PNC: $30B JPM: $22B Total: Nearly $300B Cant raise alarms about cockroaches when youre the one feeding them"  
[X Link](https://x.com/junkbondinvest/status/1981138117072736358) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-22T23:18Z 39.1K followers, 100.2K engagements


"CLOs entering their first bankruptcy process"  
[X Link](https://x.com/junkbondinvest/status/1981141518149964153) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-22T23:32Z 39.1K followers, 9985 engagements


"Audit independence and PE ownership fundamentally incompatible. You cant audit companies your investor also owns"  
[X Link](https://x.com/junkbondinvest/status/1981392913906225226) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-23T16:10Z 39.1K followers, 8895 engagements


"Nomura CEO: "Japan's exposure to private assets is still quite low. We see significant potential" Ah yes pile into the asset class right as the wheels are coming off Impeccable timing as always"  
[X Link](https://x.com/junkbondinvest/status/1981757254614327724) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-24T16:18Z 39.1K followers, 14.4K engagements


"Created r/LeveragedFinance for people working in credit First Brands postmortems EBITDA add-backs and why we keep losing on doc terms Safety in numbers"  
[X Link](https://x.com/junkbondinvest/status/1981804493382529456) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-24T19:26Z 39.1K followers, 17.5K engagements


"Goldmans new ETF replicates private equity returns with public stocks If PE returns can be replicated with MSFT Eli Lilly and Palantir at XXX% fee Why are investors paying 2/20 + illiquidity for the real thing This product is either genius or accidentally exposing the whole model"  
[X Link](https://x.com/junkbondinvest/status/1982195086957175269) [@junkbondinvest](/creator/x/junkbondinvest) 2025-10-25T21:18Z 39.1K followers, 16.7K engagements