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The Unicus Investor

contrarianunicus.substack.com

The Unicus Investor is a finance site on contrarianunicus.substack.com, in English, funded by its readers through Substack; no supporter count is published.

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Latest posts

From the site's feed, read 2026-10-29.

Pages

20 pages indexed; the pages that lead the site by its internal links:

Supply Chain Inflation From AI Chips to Groceries: The Lag Is Not Priced In.
https://contrarianunicus.substack.com/p/supply-chain-inflation-from-ai-chips
Insuring the Unmeasurable: Why Data Centers’ Love For Captive Insurance Is Dangerous. Who Bears the Ultimate Residual Risk?
https://contrarianunicus.substack.com/p/insuring-the-unmeasurable-data-centers
Blue Owl’s OTIC: Line Up, Line Up: Part II
https://contrarianunicus.substack.com/p/blue-owls-otic-line-up-line-up-part
777 Partners Double-Pledged Collateral. Atlantic Coast Life’s Retirees Are Exposed. How Many Insurers Are on the Edge of Receivership? - I
https://contrarianunicus.substack.com/p/777-partners-double-pledged-collateral
The Grand Illusion: Technical Bounces and the Impending Macro Reality
https://contrarianunicus.substack.com/p/the-grand-illusion-technical-bounces
Hyperscalers: Our Unicus Research Team Is On The Road - Intro Vlog Day 1
https://contrarianunicus.substack.com/p/hyperscalers-our-unicus-research-e88
The Grand (AI) Illusion, Orchestrated Chaos, and The AI Capex Reckoning: A 100x Dotcom Echo? - The Big Read
https://contrarianunicus.substack.com/p/the-grand-ai-illusion-orchestrated
The Long-Duration Shell Game: Insurance Has Broken This Way 5X Before - PART I
https://contrarianunicus.substack.com/p/the-long-duration-shell-game-insurance
High Frequency Trading, Distorted Reality, and Gluttonous A.I Capex
https://contrarianunicus.substack.com/p/high-frequency-trading-distorted
Hyperscalers: Our Unicus Research Team Goes To Texas.
https://contrarianunicus.substack.com/p/hyperscalers-our-unicus-research
The $2 Billion Insurance Failure and the Private Equity Firm Golden Gate Capital: The Rise of Insurance Companies’ Quiet Failures. - II
https://contrarianunicus.substack.com/p/the-2-billion-insurance-failure-and
Industrial Delinquency Doubled. Guess Who Lends to CRE? The Insurers.
https://contrarianunicus.substack.com/p/industrial-delinquency-doubled-guess

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