
Two Inflation Narratives; Credit Suisse & Ginnie Mae MSRs
The big take away from Q4 2022 earnings is that credit expenses are headed higher and at a brisk pace
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Two Inflation Narratives; Credit Suisse & Ginnie Mae MSRs
Why the FT is Wrong About Ally Financial
Silvergate, Reverse RPs and the “Theology of Prosperity”
Update: Bank of America
Interview: Mike Patterson, Freedom Mortgage
Goldman Drops Restatement; Jamie Dimon Drops the Ball on "Frank"
Update: JPMorganChase & Wells Fargo
Crypto Collateral Damage Mounts
Update: Truist, Charles Schwab, U.S. Bancorp & PNC Financial
Predictions for the New Year 2023
GNMA, FNMA Seize Assets from Reverse Mortgage Funding Estate
Outliers: CapitalOne, Goldman Sachs & Citigroup
The Year That Was: 2022
Rising Interest Rates? Really?
Blockchain, Crypto & Falling Liquidity
Bank M2M Losses Surge in Q3 to $347 Billion
RMF Bankruptcy Signals Systemic Risk in GNMA Market
Is JPMorgan Chase Insolvent?
Crypto Crash Signal End of Fintech?
Record Losses for Mortgage Banks Presage Tough Year Ahead