Update: Credit Suisse (CS) & PennyMac Financial (PFSI)
Like COOP, volumes are down dramatically from 2021 but MSR values and cash flows from servicing are rising
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Update: Credit Suisse (CS) & PennyMac Financial (PFSI)
Update: Mr. Cooper (COOP)
The Bear Case for Ginnie Mae Issuers
Interview: David Stevens on GNMA Capital Rule & ICE + BKI
Update: Guild Mortgage & Block Inc.
Update: Mr. Cooper Group
Bank Earnings Setup: JPM, USB, WFC, BAC & Citi
Does ICE + Black Knight = Shareholder Value?
Interest Rates, Credit and MSRs
Update: New Residential Investment, Fortress & Softbank
Cenlar FSB, COOP, BLND and the Great MSR Migration
Update: Mr. Cooper & New Residential Investment
Profile: Blend Labs, Inc ("BLND")
Update: Commercial, Residential Loans & MSRs
Nonbanks Face Labyrinth of Risk from COVID Loans