Search

Mo Hossain
Mo Hossain @MoHossain ·
𝐍𝐨𝐧‑𝐏𝐫𝐢𝐦𝐞 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐫𝐞𝐬𝐬 𝐑𝐚𝐢𝐬𝐞𝐬 𝐭𝐡𝐞 𝐎𝐥𝐝 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝐖𝐢𝐥𝐥 𝐏𝐨𝐥𝐢𝐜𝐲𝐦𝐚𝐤𝐞𝐫𝐬 𝐒𝐭𝐞𝐩 𝐈𝐧 (𝐐𝐮𝐢𝐞𝐭𝐥𝐲)? Non‑prime auto #ABS is wobbling. 2024–25 vintages show hgher LTVs, and higher extensions. The #credit cycle is tightening in real time. And doesn’t the policymaking machinery still have time to pump some “glucose into the IV line” loosen subprime credit the way prior eras have, effectively socializing the losses across the broader system? If someone can spin it as #ESG, a @NobelPrize might not be out of reach. #auto #riskarb #investments ht:MCO
𝐍𝐨𝐧‑𝐏𝐫𝐢𝐦𝐞 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐫𝐞𝐬𝐬 𝐑𝐚𝐢𝐬𝐞𝐬 𝐭𝐡𝐞 𝐎𝐥𝐝 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝐖𝐢𝐥𝐥 𝐏𝐨𝐥𝐢𝐜𝐲𝐦𝐚𝐤𝐞𝐫𝐬 𝐒𝐭𝐞𝐩 𝐈𝐧 (𝐐𝐮𝐢𝐞𝐭𝐥𝐲)? Non‑prime auto #ABS is wobbling. 2024–25 vintages show higher delinquencies, higher LTVs, and higher extensions. The #credit cycle is tightening in real time. And doesn’t the policymaking machinery still have time to pump some “glucose into the IV line” loosen subprime credit the way prior eras have, effectively socializing the losses across the broader system? If someone can spin it as #ESG, a @NobelPrize might not be out of reach. #auto #riskarb #investments ht:MCO
𝐍𝐨𝐧‑𝐏𝐫𝐢𝐦𝐞 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐫𝐞𝐬𝐬 𝐑𝐚𝐢𝐬𝐞𝐬 𝐭𝐡𝐞 𝐎𝐥𝐝 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝐖𝐢𝐥𝐥 𝐏𝐨𝐥𝐢𝐜𝐲𝐦𝐚𝐤𝐞𝐫𝐬 𝐒𝐭𝐞𝐩 𝐈𝐧 (𝐐𝐮𝐢𝐞𝐭𝐥𝐲)? Non‑prime auto #ABS is wobbling. 2024–25 vintages show higher delinquencies, higher LTVs, and higher extensions. The #credit cycle is tightening in real time. And doesn’t the policymaking machinery still have time to pump some “glucose into the IV line” loosen subprime credit the way prior eras have, effectively socializing the losses across the broader system? If someone can spin it as #ESG, a @NobelPrize might not be out of reach. #auto #riskarb #investments ht:MCO
𝐍𝐨𝐧‑𝐏𝐫𝐢𝐦𝐞 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐫𝐞𝐬𝐬 𝐑𝐚𝐢𝐬𝐞𝐬 𝐭𝐡𝐞 𝐎𝐥𝐝 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝐖𝐢𝐥𝐥 𝐏𝐨𝐥𝐢𝐜𝐲𝐦𝐚𝐤𝐞𝐫𝐬 𝐒𝐭𝐞𝐩 𝐈𝐧 (𝐐𝐮𝐢𝐞𝐭𝐥𝐲)? Non‑prime auto #ABS is wobbling. 2024–25 vintages show higher delinquencies, higher LTVs, and higher extensions. The #credit cycle is tightening in real time. And doesn’t the policymaking machinery still have time to pump some “glucose into the IV line” loosen subprime credit the way prior eras have, effectively socializing the losses across the broader system? If someone can spin it as #ESG, a @NobelPrize might not be out of reach. #auto #riskarb #investments ht:MCO
𝐍𝐨𝐧‑𝐏𝐫𝐢𝐦𝐞 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐫𝐞𝐬𝐬 𝐑𝐚𝐢𝐬𝐞𝐬 𝐭𝐡𝐞 𝐎𝐥𝐝 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧: 𝐖𝐢𝐥𝐥 𝐏𝐨𝐥𝐢𝐜𝐲𝐦𝐚𝐤𝐞𝐫𝐬 𝐒𝐭𝐞𝐩 𝐈𝐧 (𝐐𝐮𝐢𝐞𝐭𝐥𝐲)? Non‑prime auto #ABS is wobbling. 2024–25 vintages show higher delinquencies, higher LTVs, and higher extensions. The #credit cycle is tightening in real time. And doesn’t the policymaking machinery still have time to pump some “glucose into the IV line” loosen subprime credit the way prior eras have, effectively socializing the losses across the broader system? If someone can spin it as #ESG, a @NobelPrize might not be out of reach. #auto #riskarb #investments ht:MCO
Mo Hossain Mo Hossain @MoHossain ·
𝐂𝐫𝐞𝐝𝐢𝐭 𝐂𝐚𝐫𝐝 𝐒𝐭𝐫𝐞𝐬𝐬 𝐄𝐚𝐬𝐞𝐬 𝐚𝐬 𝐋𝐨𝐬𝐬𝐞𝐬 𝐅𝐚𝐥𝐥 𝐚𝐧𝐝 𝐏𝐚𝐲𝐦𝐞𝐧𝐭 𝐑𝐚𝐭𝐞𝐬 𝐇𝐢𝐭 𝐂𝐲𝐜𝐥𝐞 𝐇𝐢𝐠𝐡𝐬 Credit card performance in Q4 ’25 shows a broad normalization: new delinquencies an, payment rates hit multi‑year highs, and excess spread widened sharply. Underwriting remains tight, account growth steady, and balances still rising, pointing to healthier resilient cohorts despite heavier debt loads. ht:MCO #consumer #bank #
1
124
Chris Gerazounis
Chris Gerazounis @ValueAtChris ·
Our structured credit facility is helping to pioneer the next stage of digital asset lending. We are excited for @FalconXGlobal to be a big part of the growth story on-chain where private credit capital is becoming more flexible. #digitalasset #credit #privatecredit
Raghu Yarlagadda Raghu Yarlagadda @2Ragu ·
The inflection point for tokenized credit is when tokens become productive collateral. Since September, our credit vault has evolved from a prototype into one of the leading RWA providers for private credit on Morpho. The numbers behind the 5X TVL growth in 6 months tell the in TVL - All loans are over-collateralized - $50M+ in CV tokens already active as collateral Credit investments become "smart" collateral. Investors can earn interest on their loans and borrow against them at the same time - making their money much more flexible than it would be in a traditional bank. This is a fundamental shift in how institutions interact with credit and we expect this segment to continue to grow.
1
75
CrossingBridge Advisors LLC
CrossingBridge Advisors LLC @CBfunds ·
CrossingBridge founder and CIO, @shermancbfunds, joined Bloomberg's @DavidCohne & Sam Geier on the Inside Active by Bloomberg Intelligence podcast #fixedincome #credit #bloomberg Link to prospectus and disclosures below: crossingbridgefunds.com/riverpark-stra… blog.crossingbridgefunds.com/blog/bloomberg…
Inside Active Podcast by Bloomberg Intelligence: CrossingBridge’s Sherman on Return of Capital

David Sherman discusses the credit landscape and investment strategies on Bloomberg's Inside Active podcast, offering insights on return of capital and market navigation.

From blog.crossingbridgefunds.com
1K
Insight Credit Union
Insight Credit Union @InsightCU ·
It's the first day of Spring! Add cleaning up your #Credit to your spring cleaning list. Check out this short video to learn all about Credit Score and how it can help you clean up your credit! Then, log into your digital banking with Insight Credit Union to get started!
3
Ask Mr. Dinero
Ask Mr. Dinero @AskMrDinero ·
Your credit score is a power move, not a debt sentence. 😤 Stop playing defense: use leverage to build. The math always wins. Friday is for growth mindsets only. 📈 'I want to review my goals and take action...' ax.askmrdinero.meC8 #FridayMindset #CrediRG
1
Self Financial Inc
Self Financial Inc @SelfCreditApp ·
Working nonstop and still getting denied is real... Building credit can mean more options, less stress, and a little breathing room. 💪 #credit #buildcreditS
37
Cognitive Credit
Cognitive Credit @cognitivecredit ·
What were the most-viewed names in-app this week? 👀 Here's the Top 5 from our European #HighYield coverage: 1. Electronic Arts (EA) 2. Merlin Entertainments (MERLLN) 3. Sealed Air (SEE) 4. Essendi (ACCINV) 5. Flora Food Group (SIGHCO) #Credit #Bonds #FixedIncomeE
1
22
Key To Prop
Key To Prop @keytoprop ·
Credit cracking. Private credit & corporate bond funds keep sliding — equity-like behavior without equity upside. Higher rates + macro stress → spreads widening. “Bonds are the new stocks”… on the downside too. #Bonds #Macro #Credit
6
Key To Markets
Key To Markets @keytomarkets_EN ·
Credit cracking. Private credit & corporate bond funds keep sliding — equity-like behavior without equity upside. Higher rates + macro stress → spreads widening. “Bonds are the new stocks”… on the downside too. #Bonds #Macro #Credit
7
Faisal Khan LLC
Faisal Khan LLC @FaisalKhanllc ·
Replying to @FaisalKhanllc
2/ Why this matters now: • Governance often determines #capital inflows • Trade rules shape how #payments and data move cross-border • Sovereign #credit stories begin with policy credibility In frontier markets, reform signals often move markets before capital arrives.
1
7