The Bull Case for Large Banks
If you believe that there is no recession coming in 2025, what is the logical response from an informed investment professional?
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The Bull Case for Large Banks
Interest Rates, Fintech & MSRs
SoftBank as Systemic Event; Update: Charles Schwab & Co
Update: Goldman Sachs + Citigroup; Interest Rates Higher Longer?
Is USA still a "AAA" Credit? Really? Update: Rithm Capital
Atlas Stumbles, Silvergate Wallows; 360 Mortgage v. Fortress (and RITM)
Mortgage Wrap; PennyMac Financial, Rithm Capital & MSRs
New Residential Pivots, Gets "Rithm"
Update: Crypto Frauds and Fintech Dreams
The Residential Mortgage Finance Top Twenty Seven
Update: New Residential Investment, Fortress & Softbank
Greensill, Wirecard, Deutsche Bank & the Rising Tide of Financial Fraud