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21:29
May 09
May 09
Subprime lender valuations signal credit rollover.
He shows a chart of the price-to-book spread between subprime lenders, Credit Acceptance versus Capital One. Historically, when these subprime lenders' price-to-book multiples escalate and reach highs, it has portended a liquidity crisis and signalled that things are about to roll over. He reads liquidity and the credit health of the American consumer as blinking yellow lights that the Fed is choosing to ignore, and he explicitly does not believe in a Fed put, so the warning is not something a policy backstop removes.
MED
About Subprime consumer lenders Investor Commentary
Across the available history and selected sources, Buzzberg tracks Subprime consumer lenders across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Chamath Palihapitiya.