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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.
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Nov 3, 20217 min read


Three Questions for Chairman Powell
Look for the FOMC to act early and go big in terms of forward repurchase agreements at the first sign of liquidity stress.
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Oct 25, 20216 min read


Interview: Stan Middleman on the Outlook for Housing and the Economy
This week we speak with Stan Middleman, founder and CEO of Freedom Mortgage, about the US economy and the outlook for residential mortgages
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Oct 17, 20218 min read


Zombie Banks, Crypto & MSRs
Fact is, we are all staring at computers or handsets, all of which are connected to the internet.
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Oct 15, 20217 min read


Powell Reappointment Still Likely
Amidst the yelling and screaming of Elizabeth Warren, we suspect that Jay Powell will survive the crisis
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Oct 6, 20215 min read
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