LIFESTYLE
The Credit Card Delinquency Panic Is Measuring the Wrong Thing. What It Hides Is Worse.
Credit card delinquency hit 12.8% — but the NY Fed says it is largely a reporting artifact. The real story: 23 million Americans now pay ~13 extra points of APR.
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The AI Trade Just Became a Credit Trade. Almost Nobody Repositioned.
Nvidia’s $500 billion financing pact moved AI infrastructure financing off Big Tech’s balance sheet and into private credit. The bubble question is no longer an equity question.
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Consumer Sentiment Fell to 51 the Same Week the S&P Hit a Record. That’s Not a Disconnect.
Consumer sentiment fell to 51.0 while the S&P 500 closed at a record 7,798.99. That gap is not a market warning — it is a scoreboard showing who owns and who doesn’t.
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WEALTHARIAN Community
The Credit Card Delinquency Panic Is Measuring the Wrong Thing. What It Hides Is Worse.
Credit card delinquency hit 12.8% — but the NY Fed says it is largely a reporting artifact. The real story: 23 million Americans now pay ~13 extra points of APR.
