Construction -> Mortgage Borrowers -> Mortgage Securitizers -> Investment Banks -> Pension Funds In the above scenario the demand form the right dried up, wher

Construction -> Mortgage Borrowers -> Mortgage Securitizers -> Investment Banks -> Pension Funds In the above scenario the demand form the right dried up, whereas with student loans the supply from the left is going to dry up, so it's a different scenario. However, who is the equivalent of the construction companies in this scenario? My guess is the companies who supply equipment etc to universities and are over reliant on their custom. If you can find them, short them. Well anyway that's the best I could think up. Unlike other investments, a degree is something you keep forever, so it's interesting to analyse...