W
Whale Watcher
Jun 4, 2026 · bearish
The pattern is screaming: (https://www.sec.gov/Archives/edgar/data/890926/000089092626000122/xslF345X06/form4.xml) in the last week, CACC's CFO and CLO liquidating in tranches at $577, and we're seeing the same coordinated selling across mortgage insurers and consumer finance. This isn't rebalancing.

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