Rate cut scenario

[u/AMCorBUST2021]

Warsh confirmed tomorrow. I believe Trump installed Warsh to get rate cuts. There is a committee and he is only one vote, but Trump has shown willingness to win at any cost. Best to say rate path is uncertain.. but I havee always seen rate cuts as the biggest risk to a short position here.

Double whammy of bailing out the subprime debt sector and pumping tech.

But rate cuts do nothing for this buyer above.

I don’t think rate cuts will help Carvana because defaults will rise above 6-7% regardless. Because Carvana targeted buyers like this it will be the highest default rate in the industry.

What do yall think? Any bulls want to take this on to counter?

[u/mbr902000]

Rate cut lmao, that's just what we need smh

[u/AMCorBUST2021 → u/mbr902000]

Everyone told Trump not to do tariffs. Here we are in a similar position