Ginnie Mae - Credit Suisse = ? A Biden MSR Tax? Does BKI + ICE = < 2?
Our view is that the BKI purchase is a horrible deal for ICE shareholders, a value killer of epic proportions
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Ginnie Mae - Credit Suisse = ? A Biden MSR Tax? Does BKI + ICE = < 2?
Mortgage Wrap; PennyMac Financial, Rithm Capital & MSRs
Update: Bank of America
GNMA, FNMA Seize Assets from Reverse Mortgage Funding Estate
Rising Interest Rates? Really?
Bank M2M Losses Surge in Q3 to $347 Billion
Record Losses for Mortgage Banks Presage Tough Year Ahead
Brief: The Return of Home Equity Loans
Update: U.S. Bank vs. Bank OZK; Q3 2022 Earnings Setup
Interest Rates, FinTechs & MSRs
Hard Landings & Systemic Crypto
Bank Earnings Setup: JPM, USB, WFC, BAC & Citi
The Fed and Housing
QE = Supranormal Credit Risk
Update: Upstart Holdings & Cross River Bank
Equity Market Valuations & Quantitative Tightening
Interest Rates, Credit and MSRs
Ukraine & the Return of Credit Risk
Profile: Morgan Stanley vs Goldman Sachs
Top Five US Banks: USB, JPM, WFC, C & BAC