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The Unicus Investor
The Repricing of Everything
Pre-Mortem Brief

The Repricing of Everything

Inflation Is Mutating. Credit Is Cracking. War Is the Catalyst

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Unicus Research
Jun 14, 2025
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Note: This newsletter contains information for educational purposes only, and the content below should not be considered financial advice to readers. We published a brand new short recommendation for our clients. If you would like to become our client, email laks@unicusresearch.com

"To fix crime we have to fix the family… but that’s impossible unless we fix crime." — William Strauss, The Fourth Turning

Markets are calm. But war is spreading, inflation is mutating, credit is cracking, and America’s civic spine is buckling. In 2025, systemic risk isn’t announced—it’s disguised as geopolitical chaos, budget noise, and “soft landing” narratives. But when everything from energy to governance starts repricing, volatility doesn’t wait.

This isn’t a blip. It’s the beginning of a re-rating of everything.

Read on to see how inflation, war, and civic breakdown are accelerating into the most dangerous macro feedback loop in decades and what sectors are flashing red first.

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