MET faces a potential 50% decline if interest rates rise due to its exposure to private credit and CMBS holdings.
Bearish
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David Lin Published Sep 23 · 1 passage
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companies like Metife, we think Metife could drop 50%. if rates go up a little bit more because they're hold they're what we call the bag holders. They're holding this nasty private credit.
They're holding all these bonds on they're holding a lot of commercial mortgage back securities and if interest rates go up bond prices go down and then there just massive amount of losses on in the financials.
What this channel has said about $MET
David Lin has only this one call on this stock.
2026-09-23BearishThis one
companies like Metife, we think Metife could drop 50%. if rates go up a little bit more because they're hold they're what we call the bag holders. They're holding this nasty private credit. They're holding all these bonds on they're holding a lot of commercial mortgage back securities and if interest rates go up bond prices go down and then there just massive amount of losses on in the financials.