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Interesting point;

“When the economy slowed, defaults went up across income spectrums. But while the chance of a low-income borrower defaulting increased from 6 percent pre-crisis to 12 percent post-crisis, the chance of a high-income borrower defaulting went from almost zero to around 5 or 6 percent. And the latter group was defaulting on bigger loans.” [1]

I think the homeownership rate over time also tells a story, but perhaps this is dwarfed by the rate of sales and the collapse of prices causing ~25% of houses to actually be underwater.

However if you look at Mortgage Origination by Risk Score over time [2] and Debt-to-Income ratio over time [3] there is truth to the claim that the overall portfolio of homeowners also changed in the lead up to the crisis.

[1] - https://mitsloan.mit.edu/ideas-made-to-matter/rethinking-how...

[2] - https://infogram.com/1pwez02vj1mld0fvlzvmn3r1k9s9y7x5zgp

[3] - https://infogram.com/1pk6ve560vyl93c97kvpwy5dymt3kz1rd5g




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