Independent thinking for complex markets and current events
One of the investors who made a fortune betting against subprime mortgages before the 2008 financial crisis believes Wall Street may be overlooking another growing risk. This time, the target is private credit. Investor Lee Robinson reportedly generated gains of roughly 900% during the housing collapse by identifying risks that most of the market ignored. …
👇📌TLDR: For those short on time: * Life insurers hold more junk debt than 2007 subprime bonds * Private credit defaults hit 5.8% as fund values drop * Treasury basis trade leverage reached $1.4 trillion * Hedge fund leverage sits at the highest level ever recorded *… — Sagzee (@IAmSagzee) February 13, 2026 WARNING: SOMETHING …
“The Fed published a research note in March 2025 that almost nobody read. It found that life insurers’ exposure to below-investment-grade debt now exceeds the industry’s exposure to subprime mortgage-backed securities in late 2007. Let that land. The same financial system that nearly collapsed from subprime has quietly built a larger position in an asset …
BREAKING: In a massive development, President Trump is expected to announce the “HEALTHCARE PRICE CUTS ACT” as soon as TOMORROW to fix the broken Obamacare subsidy system that gives billions to Big Insurance. He has officially CORNERED the Democrats on Obamacare. They will now defend Big, Rich Insurance. The bill would halt Obamacare premium spikes, …
This isn’t some random financial blip. These unrealized losses are on DOMESTIC GOVERNMENT BONDS, long considered ultra-safe. Now Japan's largest insurers including Nippon Life, Dai-ichi, Sumitomo, and Meiji Yasuda — are sitting on record-breaking paper losses. But WHY? — StockMarket.News (@_Investinq) May 27, 2025 So what caused the bond prices to crash? One word: Interest …
People need to go to jail “The Department of Justice has just filed a complaint accusing 3 of the largest health insurers of paying illegal kickbacks to major insurance brokers” “The DOJ accusing CVS, Aetna, Elevance Health, and Humana of paying kickbacks to brokers” “The Justice Department said that rather than acting in an unbiased …
Once again we’re back to no accountability from our govt. Corporations wilfully break the law, Snipped UnitedHealthcare (UNH) is facing increasing scrutiny for its allegedly high claim denial rate. However, since insurers try to keep these numbers hidden, the true extent of its denials remains uncertain, especially when it comes to private plans. At the …
RALEIGH, N.C. — With many western North Carolina residents still lacking power and running water from Hurricane Helene, a hearing began Monday on the insurance industry’s request to raise homeowner premium rates statewide by more than 42% on average. A top lieutenant for Insurance Commissioner Mike Causey opened what’s expected to be multiple weeks of …
Insurance companies across the country are using satellites, drones, manned airplanes and even high-altitude balloons to spy on properties they cover with homeowners policies — and using the findings to drop customers, often without giving any opportunity to address alleged shortcomings. “We’ve seen a dramatic increase across the country in reports from consumers who’ve been dropped by …
Give this a watch. What a fiasco. Pay attention to the realtor near the end. pic.twitter.com/bUlWKoPMes — QE Infinity (@StealthQE4) March 6, 2024 The Federal Reserve’s actions might seem like a distant financial dance, but the effects are closer to home than you think. While banks have their strategies, insurance companies face a different tune …
They say ‘What happens in Vegas stays in Vegas’ – but the eye-watering auto insurance bill city resident Simon Edwards recently received is just one example of the staggering rises in premiums consumers are facing all across the US. The 2012 Mazda 5 owner was shocked to find his monthly bill from Geico had rocketed …