Post by Moses Sternstein | Commonstock | Are student loans toxic?

$20.3m follower assets

Are student loans toxic?

Plus a little check in on $HD and $LOW where the short call was right, albeit too early . . . better late than never, I guess?

https://system2randomwalk.substack.com/p/if-student-loans-cant-be-repaid-does

system2randomwalk.substack.com

If student loans can't be repaid, does that mean they're toxic?

Plus a wrong prediction finally becomes right, asides about India, the cost of capital in motion, and savings still in excess

Nathan Worden

@nathanworden March 6

Wow China's economy really gained on the US since 2000!

Brett Schafer

@ccm_brett March 7

@nathanworden Yes, but those numbers have been proven to be fake, though.

Nathan Worden

@nathanworden March 7

@ccm_brett ah that’s right— China has had great growth but the are notorious for over-reporting. You can see why they do it, it does trick people. And not knowing the actual numbers can make your estimates way off.

Fooled again!

Nathan Worden

@nathanworden March 6

In the past month Home Depot has dropped almost 10%!

Moses Sternstein

@holymoses March 6

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@nathanworden Lol. Yes. Too bad my puts expired in January...

Nathan Worden

@nathanworden March 6

@holymoses noooooo 😭😭😭

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