Blindside Weekly
4 structural threats the market isn't pricing — and where each one sits on the scale.
This week on Blindside — 4 structural threats the market isn't pricing yet. The heaviest: Local Sports TV Money Collapses, about $1.3bn/yr at risk. Here's where each one sits:
Insurers are walking away from more homes — and a house no one will insure is a house no bank will finance. We see about $228.9 billion in home value at risk each year as the problem spreads inland.
Blindside index 58 · about $229.0bn/yr at risk →
Social Security's retirement fund empties in 2033, cutting checks 21% automatically—no vote needed. Medicare's hospital fund follows in 2036 with an 11% cut. That is roughly $280 billion a year stripped from 67 million retirees.
Blindside index 82 · about $276.4bn/yr at risk →
A dozen slow-moving cracks are converging into one structural break in US economic stability.
The full-sector picture →
Regional sports networks are collapsing, and the deals replacing them pay about half as much. We estimate $1.3bn of local-sports TV value destroyed each year — but team valuations still assume the old money.
Blindside index 95 · about $1.3bn/yr at risk →
Streaming services are making ad space faster than advertisers will buy it. Auction ad prices are down 25.8% in a year; Amazon just added 50 billion more slots. That's a $3.1bn-a-year hole the Street still calls a soft patch.
Blindside index 88 · about $3.0bn/yr at risk →
Every entry links to its live model — drag the assumptions and watch the range move. Blindside · FASTMaster Intelligence.
