SoftBank as Systemic Event; Update: Charles Schwab & Co
The public behavior and decision-making processes of SoftBank suggest that the organization is in trouble.
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The Institutional Risk Analyst
© 2003-2023 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Fintech
R. Christopher Whalen
- Aug 23
- 6 min
Update: Goldman Sachs + Citigroup; Interest Rates Higher Longer?
We continue to believe that combining Citi and GS may make sense in terms of consolidating two capital markets businesses
620 views
R. Christopher Whalen
- May 10
- 8 min
Is USA still a "AAA" Credit? Really? Update: Rithm Capital
When interest rates eventually fall those late vintage mortgage loans with 6% coupons will evaporate like spring snow in the sunshine
1,495 views
R. Christopher Whalen
- Mar 6
- 8 min
Atlas Stumbles, Silvergate Wallows; 360 Mortgage v. Fortress (and RITM)
Are nonbank mortgage firms a risk to Ginnie Mae? Or is it really the other way around?
1,738 views
R. Christopher Whalen
- Feb 9
- 7 min
Mortgage Wrap; PennyMac Financial, Rithm Capital & MSRs
We suspect that the IMBs will be sellers of conventional assets to defend their Ginnie Mae MSRs. Banks may be buyers of conventional assets
521 views
R. Christopher Whalen
- Jun 22, 2022
- 5 min
New Residential Pivots, Gets "Rithm"
NRZ must pay $400 million to Fortress to end the relationship with the external manager, a final act of squeezing NRZ shareholders
745 views
R. Christopher Whalen
- May 18, 2022
- 6 min
Update: Crypto Frauds and Fintech Dreams
Q: What do Elon Musk and Masayoshi Son have in common? Gigantic margin loans...
520 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?
313 views
R. Christopher Whalen
- Nov 3, 2021
- 7 min
Update: New Residential Investment, Fortress & Softbank
The good news is that NRZ is growing and making strides in terms of asset creation and, especially, asset retention.
839 views
R. Christopher Whalen
- Mar 15, 2021
- 5 min
Greensill, Wirecard, Deutsche Bank & the Rising Tide of Financial Fraud
“Time to turn on the lights and find the rest of the cockroaches”
778 views
Christopher Whalen
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