The Wall Street Journal is reporting that China student visas to the US dropped by 50% since the pandemic. Back in January we wrote, One Million Fewer College Students and discussed how universities and colleges were in dire straights and the China situation will only make matters worse.
We also wrote in University Apocalypse 2025 how the student shortage problem would reach critical mass around the year 2025 but that may come sooner than expected given the China circumstances and other global macro events and trends.
Back in January, Navient stock was trading around $22/share and it’s trading at $16/share. It may be time to buy some long dated put options but we’ll research this a bit more before we execute a trade on this situation.
In the meantime, stay tuned and stay solvent…