Margin Call Explained: How Leverage Can Turn a Market Selloff Into a Crash

Leverage can magnify investment gains—but it can magnify losses even faster.

When an investor borrows money to buy securities, falling prices can trigger a margin call.

If the investor cannot provide more cash, the broker may sell positions.

When this happens across many leveraged investors at once, forced selling can make a market decline much worse.

The basic chain is:

Falling Prices → Margin Calls → Forced Selling → More Falling Prices

Educational research only. This article is not investment advice.

What Is a Margin Call?

Buying on margin means borrowing money from a brokerage firm to purchase investments.

The securities in the account act as collateral for that loan.

Suppose an investor has:

  • $50,000 of their own money;
  • $50,000 borrowed from a broker.

They can now buy $100,000 of stock.

This doubles their market exposure.

But it also increases risk.

If the stock falls 20%, the investment is worth $80,000.

The broker is still owed $50,000.

So the investor’s equity has fallen from:

$50,000 → $30,000

A 20% market loss has therefore caused a 40% loss on the investor’s original capital.

That is leverage.

What Triggers a Margin Call?

Brokerages require investors to maintain a minimum amount of equity in a margin account.

FINRA generally requires equity of at least 25% of the current market value of long securities, although brokers can impose significantly higher requirements such as 30% or 40%.

A margin call can occur when:

  • investments fall in value;
  • an investor exceeds available buying power;
  • the broker increases its margin requirement.

That last point is important.

A broker can raise its requirements during periods of extreme volatility.

So an investor can face additional pressure precisely when markets are already unstable.

Why Forced Selling Is Dangerous

A margin call usually requires the investor to restore enough equity.

They may do this by:

Adding cash

Depositing eligible securities

or:

Selling investments

If the investor cannot act quickly enough, the broker may liquidate positions.

FINRA warns that brokers generally do not have to let investors choose which securities are sold and may liquidate positions without first issuing a traditional warning call.

That creates a major difference between leveraged and unleveraged investors.

An ordinary investor may decide:

“I will hold through the decline.”

A highly leveraged investor may not have that option.

How Margin Calls Can Accelerate a Selloff

Imagine a popular stock falls sharply.

Leveraged investors begin losing account equity.

Some breach their margin requirements.

Their brokers sell shares.

Those sales push the stock lower.

That triggers margin calls for additional investors.

The feedback loop becomes:

Price Decline

Account Equity Falls

Margin Calls

Forced Liquidation

More Selling

Further Price Decline

This process is sometimes called deleveraging.

It can turn a normal correction into a much more violent move.

A Recent Example

This risk remains very real.

In July 2026, AI-focused hedge fund Situational Awareness reportedly suffered a 67% portfolio decline after leveraged AI-stock positions moved sharply against it.

The losses triggered a margin call and forced the fund to liquidate most of its public-equity portfolio.

The lesson is not about one hedge fund.

It is that even sophisticated investors can lose control of their timing when leverage becomes too large.

Why Volatility Makes Margin Risk Worse

Margin becomes particularly dangerous when prices move quickly.

During high volatility:

  • account values change rapidly;
  • brokers may increase margin requirements;
  • liquidity can disappear;
  • forced selling can occur at poor prices.

Investors may therefore be forced to sell after a large decline rather than before one.

That is one reason leverage can produce losses far larger than expected.

How Risk Simulation Fits

TradingSimuLab’s Risk Simulation helps examine downside before focusing on potential return.

Relevant outputs include:

Max Drawdown

How far could the asset fall from a previous peak?

VaR

Where could severe downside begin?

CVaR

How damaging could losses become beyond that threshold?

Probability of Gain

How often do simulated paths finish above the starting level?

Terminal Price Range

How wide is the distribution of possible ending values?

These measures do not predict a margin call.

But they can help investors understand whether the underlying asset already carries substantial downside and path risk.

Leverage can then amplify that risk further.

Margin vs Unleveraged Investing

Consider the same 30% stock decline.

An unleveraged investor with $100,000 loses:

$30,000

A leveraged investor controlling $200,000 with only $100,000 of equity loses:

$60,000

Their asset fell 30%.

But their own capital fell 60%.

That is why position size and leverage can matter as much as being correct about market direction.

Final Takeaway

A margin call is not simply a warning that an investment has fallen.

It can force an investor to sell at exactly the wrong time.

The critical chain is:

Leverage → Falling Prices → Margin Call → Forced Selling → Larger Losses

And when many investors are leveraged simultaneously:

Forced Selling → More Forced Selling

That can contribute to market crashes.

The most important question is therefore not:

“How much can leverage increase my return?”

It is:

“How much can the market fall before leverage removes my ability to stay invested?”

For more market risk research, downside analysis and risk simulations, sign up to TradingSimuLab and explore the platform.

Continue exploring TradingSimuLab.

  • Singapore’s AI Chip Supply Chain: The Stocks Behind the Semiconductor Boom

    Singapore does not have its own Nvidia or TSMC—but it occupies several increasingly valuable parts of the global AI chip supply chain. The city-state specializes in areas such as: Those activities become more important as AI chips grow more complex and expensive. Singapore secured about S$30 billion of semiconductor investment between 2022 and 2025, and…

  • Falling AI Token Costs: Why Cheaper AI Could Drive Another Wave of Chip Demand

    AI is becoming dramatically cheaper to use. That could create more—not less—demand for chips. Silicon Data’s benchmark for the cost of one million AI tokens stood at about $0.97 on August 31, down from roughly $2.07 in May. That is a decline of more than 50% in only a few months. The important question is:…

  • Singapore STI Watch: Why Banks, Shipbuilders and Semiconductor Stocks Are Driving the Market

    Singapore stocks have had a powerful 2026—but the strength is not evenly spread across the market. The Straits Times Index closed at 5,718.02 on September 14, gaining 0.4% for the session. Yangzijiang Shipbuilding led the blue-chip gainers, while DBS, OCBC and UOB all finished higher. Yet across the wider market, 312 stocks fell versus 235…

  • Singapore Data Center REITs Bet on Japan: Is Power Scarcity Creating a New Growth Trade?

    Singapore-listed data center REITs are increasing their exposure to Japan as AI and cloud demand collide with a shortage of power-ready facilities. Keppel DC REIT recently proposed buying two Tokyo data centers, while Digital Core REIT increased its stake in an Osaka facility. The opportunity looks attractive. But the same power shortage supporting asset values…

  • SGX Crypto Perpetual Futures: What Singapore’s Institutional Crypto Push Means for Bitcoin and Ether

    Singapore Exchange is pushing deeper into institutional crypto trading. SGX already offers Bitcoin and Ethereum perpetual futures, launched in November 2025. Now it is preparing to offer those contracts to U.S. institutional investors, after filing with the Commodity Futures Trading Commission in August 2026. That matters because perpetual futures have traditionally been dominated by crypto-native…

  • S-REITs vs Singapore Banks: Where Is the Better Yield in 2026?

    Singapore income investors have an interesting choice in 2026: S-REITs or bank stocks? S-REITs currently yield about 6.2% on average, compared with roughly 4% for Singapore’s three major banks—DBS, OCBC and UOB. That makes REITs look more attractive on headline yield. But yield alone does not tell you which investment offers the better risk-reward. Educational…

  • Singapore Semiconductor Stocks Rally: Can AEM, UMS and Frencken Keep Running?

    Singapore semiconductor stocks have become some of the SGX’s strongest performers in 2026. AEM, UMS Integration and Frencken have surged as investors bet that artificial intelligence will drive another wave of semiconductor spending. The Business Times reported that the three stocks had gained roughly 65% to more than 400% this year by early September. The…

  • Position Sizing Explained: Why Managing Risk Can Matter More Than Predicting the Market

    You can be right about a stock and still lose too much money. You can also be wrong several times and still preserve your portfolio. The difference often comes down to position sizing. Position sizing means deciding how much capital to allocate to a trade or investment. It is one of the simplest ways to…

  • Drawdown Recovery Explained: Why a 50% Loss Requires a 100% Gain

    Large losses are harder to recover from than many investors realize. If an investment falls 50%, it does not need a 50% gain to recover. It needs a 100% gain. That is because the recovery starts from a much smaller base. This simple idea is one of the most important lessons in risk management. Educational…