
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
© 2003-2023 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812 | Terms & Conditions
Two Inflation Narratives; Credit Suisse & Ginnie Mae MSRs
Silvergate, Reverse RPs and the “Theology of Prosperity”
Update: Bank of America
Goldman Drops Restatement; Jamie Dimon Drops the Ball on "Frank"
Update: JPMorganChase & Wells Fargo
GNMA, FNMA Seize Assets from Reverse Mortgage Funding Estate
The Year That Was: 2022
Rising Interest Rates? Really?
Bank M2M Losses Surge in Q3 to $347 Billion
Is JPMorgan Chase Insolvent?
Crypto Crash Signal End of Fintech?
Extension Risk Threatens US Banks
Update: Crypto Fraud Crumbles as Bank Stocks Surge
Brief: The Return of Home Equity Loans
Terminal Rates & Conflicted Economists
Update: Credit Suisse (CS) & PennyMac Financial (PFSI)
Update: Mr. Cooper (COOP)
AOCI: The Winter of Quantitative Easing
Will the FOMC Break the Financials?
Short QE, Long Volatility