The Institutional Risk Analyst

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Are nonbank mortgage firms a risk to Ginnie Mae? Or is it really the other way around?

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Mar 6, 20238 min read

Crypto, of course, is not an asset as much as a bad idea that was given life by Quantitative Easing

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Jan 25, 20238 min read

Crypto has gone from a sort-of juiced up equity strategy to a distressed credit story in just hours.

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Nov 10, 20225 min read

The good news for BAC and other banks is that there is a discernable lift underway on the yield of bank balance sheets

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Jul 19, 20226 min read

The 5-year CDS spreads for ALLY were trading 280bp over the swaps curve compared with 120bp for Citigroup (C) & 150bp for CapitalOne

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Jul 13, 20224 min read

The reduction in the Fed's balance sheet is the largest ever margin call on equity exposures of all descriptions.

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May 23, 20227 min read

There are virtually no conventional lenders in the US today that are profitable when the sell a loan into the secondary market.

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Apr 22, 20226 min read

SI’s management team is taking advantage of the narrative in Washington, which is that stable coins will be a bank only product

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Feb 16, 20226 min read