Chris Abate: The Return of Private Mortgages
We see a bright future ahead for the private label loan market....
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The Institutional Risk Analyst
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Banks | Markets | Fintech
Christopher Whalen
R. Christopher Whalen
- Jan 27, 2022
- 6 min
Profile: Citigroup (C)
Why does this bank exist? What market does it serve and how will it grow in the future?
269 views
R. Christopher Whalen
- Jan 24, 2022
- 4 min
Stocks Waver, Spreads Widen -- A Little
Spreads have a long way to go before we return to the crisis levels of Q1 2020. And we are not nearly ready to go shopping.
640 views
R. Christopher Whalen
- Jan 21, 2022
- 5 min
Powell, Yellen, Bernanke and Post-QE Deflation
The Powell FOMC has lost all credibility when it comes to financial markets or managing inflation and independence from the US Treasury
778 views
R. Christopher Whalen
- Jan 19, 2022
- 6 min
Profile: Cross River Bank
Bottom line, when a bank seems to be doing much better than other banks, there is usually a reason and that reason is almost always bad
333 views
R. Christopher Whalen
- Jan 12, 2022
- 8 min
Q4 Earnings | Big Banks & QE
In the short-run rising interest rates and spreads will help bank earnings. But where is the next credit hot spot?
641 views
R. Christopher Whalen
- Jan 6, 2022
- 5 min
Interest Rates, Stocks & MSRs
We think the chart below from FRED is worth any amount of words on the impact of QE on equity market valuations.
523 views
R. Christopher Whalen
- Jan 4, 2022
- 6 min
Mortgage Crises Yesterday and Today
As we move into Q4 2021 earnings, keep your eyes peeled for news of restructuring of urban commercial commercial and multifamily properties
777 views
R. Christopher Whalen
- Dec 22, 2021
- 9 min
Update: Block Inc. & Upstart Holdings
Is SQ really, REALLY worth 25x book value? Our respectful answer to that question is no.
318 views
R. Christopher Whalen
- Dec 16, 2021
- 6 min
The End of Money Market Funds
The SEC has finally decided to do the unthinkable, namely repudiate the admittedly fanciful idea of liquidity on demand at par.
958 views
R. Christopher Whalen
- Dec 13, 2021
- 11 min
A Bull Case for US Banks?
We ask whether bank fundamentals are starting to catch up to the very full equity market valuations , up 40% since the end of 2020
502 views
R. Christopher Whalen
- Dec 7, 2021
- 7 min
Fed Tightens Months Late, Even as it Attacks Liquidity
any of the problems that the Fed now seeks to fix, starting with the unnecessary elimination of LIBOR, are a function of earlier policies...
727 views
R. Christopher Whalen
- Dec 1, 2021
- 7 min
Update: Better.com, Wise PLC and United Wholesale Mortgage
Somehow the folks at UWMC did not take notice of the fact that secondary stock offerings for all issuers have basically disappeared
402 views
R. Christopher Whalen
- Nov 29, 2021
- 6 min
China Lockdown & Herd Behavior
We all were perhaps a bit overly sanguine about the end of COVID as a global threat to personal and societal health
437 views
R. Christopher Whalen
- Nov 18, 2021
- 4 min
Profile: Raymond James Financial
RJF is one of those quiet high-performer banks in the investment world that few understand but many own in LT portfolio
319 views
R. Christopher Whalen
- Nov 15, 2021
- 4 min
As the Fed Ends QE, Stocks and Crypto Will Retreat
And in the meantime, we view the end of QE as a net negative for global stocks as well as crypto. Everything is correlated in a crowd.
1,136 views
R. Christopher Whalen
- Nov 12, 2021
- 6 min
Update: Blend Labs, Guild Mortgage and United Wholesale Mortgage
To paraphrase our friend and fellow mortgage maven Rob Chrisman, ponder a 2022 lending market that’s 75% purchases and just 4.79 million uni
319 views
R. Christopher Whalen
- Nov 10, 2021
- 8 min
Is New York City Coming Back?
Over the next several years, as the economic cost of COVID becomes full visible, New York City may face its second financial crisis
552 views
R. Christopher Whalen
- Nov 8, 2021
- 6 min
Update: Rocket Companies, PennyMac Financial Services & Home Point
When issuers like RKT and PFSI are paying up for servicing assets, you know that the secondary loan market is getting tougher by the day.
355 views
R. Christopher Whalen
- Nov 3, 2021
- 7 min
Update: New Residential Investment, Fortress & Softbank
The good news is that NRZ is growing and making strides in terms of asset creation and, especially, asset retention.
776 views
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