Kamikaze GSE Release?
Today’s correspondents of the GSEs under conservatorship may become tomorrow’s competition for private GSEs.
top of page
The Institutional Risk Analyst
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance
R. Christopher Whalen
Nov 136 min read
Fiat Currencies, GSEs & Presidents
Could President elect Donald Trump be facing a maxi market correction before inauguration day?
843 views
R. Christopher Whalen
Nov 65 min read
Financials: Post-Trump Victory Notes
The changes that are going to occur in Washington over the next four years will be dramatically different than during Trump I.
1,083 views
R. Christopher Whalen
Oct 306 min read
Is Trump Bullish for Interest Rates? Pump & Dump for GSE and Fintech Stocks
You can tell lies and damn lies about the idea of releasing Fannie and Freddie, but the SEC and FINRA cannot and will not say a word.
793 views
R. Christopher Whalen
Oct 106 min read
Hurricanes, Insurance & the Cost of Risk
Many homes in FL no longer have adequate home owners insurance much less federal flood insurance.
926 views
R. Christopher Whalen
Sep 246 min read
Update: Our Top Five Ideas
How will the sudden shift in Fed policy impact financials? Are we headed for a recession?
653 views
R. Christopher Whalen
Sep 228 min read
GSE Release Under Trump? Post-Rate Cut Margin Calls??
Why should a private Fannie Mae be a 20% risk weight under Basel III, but PFSI or Mr. Cooper (COOP) are 100%?
473 views
R. Christopher Whalen
Sep 194 min read
Powell FOMC Goes Big and Political
If President Donald Trump wins in November, he’ll be more than justified in demanding Jerome Powell’s immediate resignation.
981 views
R. Christopher Whalen
Jul 219 min read
Will Donald Trump Release Fannie Mae & Freddie Mac?? Really?
If JPM, PFSI or UWMC want to pay the government to wrap conventional MBS in a “AA+” sovereign rating, why should the Treasury say no?
3,023 views
R. Christopher Whalen
May 206 min read
Joe Biden Goes Subprime; Should Citi Buy NYCB/Flagstar?
Citi is a subprime lender. They should be directly involved in government lending.
980 views
R. Christopher Whalen
May 137 min read
Yellen FSOC Punts on Mortgage Servicers; WGA Bottom 25 Banks
Are there bank bargains down in the cellar waiting to be discovered?
907 views
R. Christopher Whalen
May 1010 min read
Freddie Mac Buying HELOCs? Really Meredith? | UWMC & Disappearing MSRs
We think Whitney’s comments about a surge in new lending from Freddie Mac buying home equity loans are poorly considered
3,593 views
R. Christopher Whalen
Dec 31, 20237 min read
End of Fintech? Biden GSE Release?
Is AFRM maturing from a hot new fintech entrant to a familiar face headed for a bank license?? Yikes.
1,517 views
R. Christopher Whalen
Sep 25, 20236 min read
Will Fannie Mae & Freddie Mac Raise Guarantee Fees?
With a 75bp average total gfee, would the market for private label MBS return? Or would conventional lending volumes simply crater?
904 views
R. Christopher Whalen
Nov 7, 20227 min read
Brief: The Return of Home Equity Loans
Every residential mortgage loan made in 2020-2021 is likely to be underwater by the end of 2023
1,339 views
Christopher Whalen
bottom of page