
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”
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
GNMA, FNMA Seize Assets from Reverse Mortgage Funding Estate
Outliers: CapitalOne, Goldman Sachs & Citigroup
The Year That Was: 2022
Blockchain, Crypto & Falling Liquidity
Bank M2M Losses Surge in Q3 to $347 Billion
Extension Risk Threatens US Banks
Loan Delinquency, EBOs & Ginnie Mae MSRs
Terminal Rates & Conflicted Economists
Update: Credit Suisse (CS) & PennyMac Financial (PFSI)
AOCI: The Winter of Quantitative Easing
Nonbank Lenders: The Dead Pool
Short QE, Long Volatility