
Two Inflation Narratives; Credit Suisse & Ginnie Mae MSRs
The big take away from Q4 2022 earnings is that credit expenses are headed higher and at a brisk pace
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Two Inflation Narratives; Credit Suisse & Ginnie Mae MSRs
Why the FT is Wrong About Ally Financial
Update: Bank of America
Goldman Drops Restatement; Jamie Dimon Drops the Ball on "Frank"
Update: JPMorganChase & Wells Fargo
Predictions for the New Year 2023
Outliers: CapitalOne, Goldman Sachs & Citigroup
Blockchain, Crypto & Falling Liquidity
Bank M2M Losses Surge in Q3 to $347 Billion
Is JPMorgan Chase Insolvent?
Extension Risk Threatens US Banks
AOCI: The Winter of Quantitative Easing
Will the FOMC Break the Financials?
Large Banks: QT Winners & Losers
The Bear Case for Ginnie Mae Issuers
IRA Bank Book Q3 2022
Update: The Bull Case for US Financials
Interview: Scott Olson of Community Home Lenders of America
Interest Rates, FinTechs & MSRs
No End to Conservatorship for Fannie Mae and Freddie Mac