Ginnie Mae - Credit Suisse = ? A Biden MSR Tax? Does BKI + ICE = < 2?
Our view is that the BKI purchase is a horrible deal for ICE shareholders, a value killer of epic proportions
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Ginnie Mae - Credit Suisse = ? A Biden MSR Tax? Does BKI + ICE = < 2?
Mortgage Wrap; PennyMac Financial, Rithm Capital & MSRs
Update: Bank of America
Update: JPMorganChase & Wells Fargo
Will the FOMC Break the Financials?
Update: U.S. Bank vs. Bank OZK; Q3 2022 Earnings Setup
Large Banks: QT Winners & Losers
The Bear Case for Ginnie Mae Issuers
Interview: Scott Olson of Community Home Lenders of America
Interest Rates & Bank Earnings
Bank Earnings Setup: JPM, USB, WFC, BAC & Citi
Update: US Banks Post-QE
The IRA Bank Book | Outlook Q2 2022
Interest Rates, Credit and MSRs
Weak Bank Earnings & Surging Interest Rates = Lower Valuations
Top Five US Banks: USB, JPM, WFC, C & BAC
Profile: Citigroup (C)
Q4 Earnings | Big Banks & QE
Mortgage Crises Yesterday and Today
The IRA Bank Book | Q3 2021