
Bank Liquidity & Quantitative Tightening (QT)
A "normal" level for US bank deposits would be closer to $15 trillion than $19.9 trillion today.
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Bank Liquidity & Quantitative Tightening (QT)
New Residential Pivots, Gets "Rithm"
The Fed and Housing
Update: US Banks Post-QE
QE = Supranormal Credit Risk
Interest Rates and Residential Mortgage REITs
Memo to Gary Gensler: Beware the “Non-Controlling Interest”
Update: Upstart Holdings & Cross River Bank
Labor Day Fishing at Leen's Lodge
QT Means Short Credit Risk
The IRA Bank Book | Outlook Q2 2022
FOMC vs TGA; PennyMac Financial & United Wholesale Mortgage
Equity Market Valuations & Quantitative Tightening
Update: Crypto Frauds and Fintech Dreams
Interview: Dan Sogorka of Sagent Lending Technologies
Feldkamp: Paul Volcker, Volatility, Inflation & Honesty
Does ICE + Black Knight = Shareholder Value?
Chairman Powell's Duration Problem
Interest Rates, Credit and MSRs
Where is Value in Fintech?