This is completely insane. "Shorting the Higher Ed Bubble." Hedge funds are making a killing shorting for-profit colleges, student loan providers, textbook companies, and student housing REITs. It's clear from data; the student loan bubble is collapsing https://docs.wixstatic.com/ugd/e5490e_d28addc85ae047aaad8b22a8bfd002f8.pdf …
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Bubbles bursting requires some major reversal of expectations. Not sure how you have that WITHOUT speculation.
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You assume the value of a degree is x, turns out it’s x/2
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But then what? You weren't counting on flipping the asset. Higher ed isn't going to "pop". It'll be a long, slow grind.
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I agree that bubble is the wrong word/phenomenon but there is a reckoning due. Repayment drops -> reduced loans available-> tuition drops -> then what? How does the unwinding feed on itself?
End of conversation
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