R. Christopher WhalenJan 12, 20228 minQ4 Earnings | Big Banks & QEIn the short-run rising interest rates and spreads will help bank earnings. But where is the next credit hot spot?
R. Christopher WhalenJan 6, 20225 minInterest Rates, Stocks & MSRsWe think the chart below from FRED is worth any amount of words on the impact of QE on equity market valuations.
R. Christopher WhalenJan 4, 20226 minMortgage Crises Yesterday and TodayAs we move into Q4 2021 earnings, keep your eyes peeled for news of restructuring of urban commercial commercial and multifamily properties
R. Christopher WhalenDec 22, 20219 minUpdate: Block Inc. & Upstart HoldingsIs SQ really, REALLY worth 25x book value? Our respectful answer to that question is no.
R. Christopher WhalenDec 16, 20216 minThe End of Money Market FundsThe SEC has finally decided to do the unthinkable, namely repudiate the admittedly fanciful idea of liquidity on demand at par.