Blockchain, Crypto & Falling Liquidity
Whether we are talking about corporate credit exposures or housing, the short trade may be the place to be over the next year.
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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
The Bear Case for Ginnie Mae Issuers
Inflation, Politics & Fed Chairmen
Interview: David Stevens on GNMA Capital Rule & ICE + BKI
Update: The Bull Case for US Financials
Interview: Scott Olson of Community Home Lenders of America
Interest Rates, FinTechs & MSRs
Universal Banks | Morgan Stanley, Goldman Sachs, Charles Schwab, Raymond James & Stifel
The FOMC Embraces Debt Deflation
Short Collateral & Long Tantrums
Update: Mr. Cooper Group
Questions for Chairman Powell