Comment on Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears
incompetent@programming.dev 11 hours agoCan we get a TL;DR for those who hate clickbait, please?
vane@lemmy.world 10 hours ago
vane@lemmy.world 10 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
AFaithfulNihilist@lemmy.world 10 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.
sugar_in_your_tea@sh.itjust.works 2 hours ago
So, short the financial sector. Got it.