Comment on Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears

vane@lemmy.world ⁨15⁩ ⁨hours⁩ ago

• incompetent@programming.dev ⁨12⁩ ⁨hours⁩ ago

  Can we get a TL;DR for those who hate clickbait, please?

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  • AFaithfulNihilist@lemmy.world ⁨12⁩ ⁨hours⁩ ago

    line go up (but bad) From what I can tell, it looks like there are a lot of loans out right now, the rate at which they are issued has increased since the beginning of the Trump presidency has increased dramatically, and this is like really bad because If those loans don’t get paid back then pillars start collapsing underneath the financial system. Lose too many of those and the whole thing comes crashing down.

    This one graph doesn’t represent all of the bad that is going on, it’s just a sort of a weathervane to tell you which way the wind is blowing. …and right now it’s blowing where the sun don’t shine.

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    • sugar_in_your_tea@sh.itjust.works ⁨3⁩ ⁨hours⁩ ago

      So, short the financial sector. Got it.

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  • vane@lemmy.world ⁨11⁩ ⁨hours⁩ ago

    Image
    Page 25 www.fdic.gov/analysis/2025-risk-review.pdf

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    • vane@lemmy.world ⁨11⁩ ⁨hours⁩ ago

      You may ask what are NDFIs ?

      (NDFIs) such as broker-dealers, hedge funds, private equity and credit funds, securitization vehicles and subprime auto lenders. Such lending to the financial sector has helped fuel record-high leverage among hedge funds, decade-high leverage among primary dealers, record-high and rising margin debt, and record-high and rising repurchase agreement (repo) lending to hedge funds and others, which in turn has helped fuel record-high asset prices in many cases

      source again …substack.com/…/ndfi-loans-are-far-larger-than-we

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