Hey folks,
There’s a corner of the market I’m watching right now that doesn’t get a ton of headlines… but it’s got all the ingredients for a seasonal move.
Inflation’s still sticky. Rates are still high. Families are still stretched.
And with graduation season kicking off, there’s one big expense creeping up again: college tuition.
This time of year, students are locking in their fall plans.
But here’s the rub — federal financial aid doesn’t always cover the full cost. And when that happens, parents and students start looking for private lending options to close the gap.
That’s where the opportunity comes in.
One company that stands to benefit? SLM Corporation — better known as Sallie Mae.
It’s not your typical momentum play. But structurally, the demand story here is hard to ignore.
Tuition prices aren’t coming down. Demand for loans is rising. And SLM sits right at that intersection — ready to process a flood of summer applications.
I’m not jumping in blind. But I’m definitely watching the options chain here, especially on the call side, to see if there’s a smart way to get positioned.
It’s a stealthy little setup — one most traders aren’t thinking about — and that’s exactly why I like it.
I covered this in more detail — plus a whole lot more — in today’s Market Radar:
Watch the full episode here
Stay sharp,
—Geof
P.S. Markets are chaotic, but THIS one asset is riding that volatility higher!
