Mortgage Wrap; PennyMac Financial, Rithm Capital & MSRs
We suspect that the IMBs will be sellers of conventional assets to defend their Ginnie Mae MSRs. Banks may be buyers of conventional assets
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The Institutional Risk Analyst
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Banks | Markets | Fintech
Christopher Whalen
R. Christopher Whalen
- Oct 6, 2022
- 6 min
Nonbank Lenders: The Dead Pool
With the Fed doubling down on rate increases, the pressure on all manner of nonbank finance companies and fintech platforms is growing.
621 views
R. Christopher Whalen
- Aug 25, 2022
- 6 min
Update: Blend Labs & loanDepot Inc.
If the merger of Black Knight and Intercontinental Exchange goes through, the expanded ICE monopoly will simply give POS tools away for free
325 views
R. Christopher Whalen
- May 18, 2022
- 6 min
Update: Crypto Frauds and Fintech Dreams
Q: What do Elon Musk and Masayoshi Son have in common? Gigantic margin loans...
514 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 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
- Oct 28, 2021
- 4 min
Cenlar FSB, COOP, BLND and the Great MSR Migration
Risk to investors in the market for residential mortgages is rising and from multiple sources
359 views
R. Christopher Whalen
- Aug 9, 2021
- 5 min
Update: Mr. Cooper & New Residential Investment
The big surge in income and net worth caused by the FOMC last year is rapidly ending. Winter has returned to mortgage land...
558 views
R. Christopher Whalen
- Jun 30, 2021
- 7 min
Profile: Blend Labs, Inc ("BLND")
Is BLND worth more than RKT, or entrenched data monopolies and solution providers such as BKI or even CLGX?
859 views
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