[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@malinvested](/creator/twitter/malinvested) "week 10/6: cyclicals credit rolling over eg XHB BIZD (retail shitcos continue pump) week 10/13: retail shitcos start to rollover (precious metals continue pump) week 10/20: retail shitcos continue to dive precious metals start to rollover cyclicals credit recovery ()" [X Link](https://x.com/malinvested/status/1980705006665015626) [@malinvested](/creator/x/malinvested) 2025-10-21T18:37Z XXX followers, XXX engagements "@awilkinson you looking for both longs and shorts if so might be worth digging into $TINY: over-levered collection of mediocre businesses wrapped in a bunch of principal / agent issues" [X Link](https://x.com/malinvested/status/1980988414133768392) [@malinvested](/creator/x/malinvested) 2025-10-22T13:23Z XXX followers, 1622 engagements "$COP about to turn some more Caribou habitats into black gold 🦌➡🛢" [X Link](https://x.com/malinvested/status/1981478851789128109) [@malinvested](/creator/x/malinvested) 2025-10-23T21:52Z XXX followers, XXX engagements "$OZK misses on provision expense / highest NCOs in a couple years / adverse migration of three CRE credits not the best look in a market thats freaking out about regional bank credit risk" [X Link](https://x.com/malinvested/status/1978925232934072589) [@malinvested](/creator/x/malinvested) 2025-10-16T20:45Z XXX followers, 1173 engagements "@Aureliusltd28 if you can own something for a while $COP investing in long-lead projects (Alaska LNG) that depress cash flow until those start up makes for a long (5 yr+) high teens IRR without needing oil $60-70 lots of good Permian inventory one of the better M&A track records" [X Link](https://x.com/malinvested/status/1981072002996679119) [@malinvested](/creator/x/malinvested) 2025-10-22T18:55Z XXX followers, XXX engagements "if you work in distressed credit its probably a good time to start building a framework for AI data center liquidation value" [X Link](https://x.com/malinvested/status/1981532257354391652) [@malinvested](/creator/x/malinvested) 2025-10-24T01:24Z XXX followers, 6127 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@malinvested
"week 10/6: cyclicals credit rolling over eg XHB BIZD (retail shitcos continue pump) week 10/13: retail shitcos start to rollover (precious metals continue pump) week 10/20: retail shitcos continue to dive precious metals start to rollover cyclicals credit recovery ()"
X Link @malinvested 2025-10-21T18:37Z XXX followers, XXX engagements
"@awilkinson you looking for both longs and shorts if so might be worth digging into $TINY: over-levered collection of mediocre businesses wrapped in a bunch of principal / agent issues"
X Link @malinvested 2025-10-22T13:23Z XXX followers, 1622 engagements
"$COP about to turn some more Caribou habitats into black gold 🦌➡🛢"
X Link @malinvested 2025-10-23T21:52Z XXX followers, XXX engagements
"$OZK misses on provision expense / highest NCOs in a couple years / adverse migration of three CRE credits not the best look in a market thats freaking out about regional bank credit risk"
X Link @malinvested 2025-10-16T20:45Z XXX followers, 1173 engagements
"@Aureliusltd28 if you can own something for a while $COP investing in long-lead projects (Alaska LNG) that depress cash flow until those start up makes for a long (5 yr+) high teens IRR without needing oil $60-70 lots of good Permian inventory one of the better M&A track records"
X Link @malinvested 2025-10-22T18:55Z XXX followers, XXX engagements
"if you work in distressed credit its probably a good time to start building a framework for AI data center liquidation value"
X Link @malinvested 2025-10-24T01:24Z XXX followers, 6127 engagements
/creator/twitter::1374062122796208131/posts