Mark-to-Market on Bank America; Update on Credit Suisse & Guild Holdings
We recently added Western Alliance (WAL) and GHLD to our portfolio
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The Institutional Risk Analyst
© 2003-2023 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812 | Terms & Conditions
Banks | Markets | Fintech
Christopher Whalen
R. Christopher Whalen
- Nov 4, 2022
- 5 min
TIAA Sells Everbank; Mortgage Earnings Wrap
The big news this week starts with the poor showing by Rocket Companies (RKT), reporting a loss for Q3 2022 and a big decline in volumes.
283 views
R. Christopher Whalen
- Aug 10, 2022
- 5 min
The FOMC Embraces Debt Deflation
The deflation of 2023 is about marking down all types of real assets to the price level that equates with a non-QE world.
665 views
R. Christopher Whalen
- Aug 7, 2022
- 7 min
Update: Guild Mortgage & Block Inc.
Since Block has not yet changed its ticker symbol, perhaps Mr. Dorsey will eventually change the company's name back to Square...
345 views
R. Christopher Whalen
- Apr 4, 2022
- 2 min
The Residential Mortgage Finance Top Twenty Seven
Who is going to acquire and restructure Blend Labs (BLND) before this newbie-fintech-something runs out of cash?
309 views
R. Christopher Whalen
- Mar 12, 2022
- 4 min
Update: Guild Mortgage
In our view, Guild Mortgage is one of the highest quality businesses in the residential mortgage space.
276 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
- Aug 16, 2021
- 5 min
Update: Rocket Companies and United Wholesale Mortgage
Growing numbers of investors are burned by mortgage stocks. Big question: Will the industry snap back due to now falling interest rates?
394 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...
559 views
R. Christopher Whalen
- Apr 5, 2021
- 13 min
Update: Commercial, Residential Loans & MSRs
We continue to believe that issuers and funds should be accumulating conventional servicing. Rates bottomed in February...
412 views
R. Christopher Whalen
- Nov 12, 2020
- 7 min
Nonbank Update: Rocket Companies
Because of forward liquidity and credit concerns, the window for IMBs to tap the public equity markets appears to have closed for now
541 views
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