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The Institutional Risk Analyst
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Pulte's GSEs Prepare Capital Increase for Nonbank Mortgage Lenders
Does the Trump White House understand that the professional staff of the GSEs are preparing to roll out yet another capital increase for the residential housing market in 2025? Does Director Pulte understand that the changes are being advanced by the staffs of the GSEs in his name and with his apparent support? We suspect that the answer is no.
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Nov 238 min read
The Year That Was: 2022
Many in the Buy Side chorus are looking forward to lower interest rates, but we are concerned that next year could really be about solvency
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Dec 16, 20226 min read
Rising Interest Rates? Really?
Since 2008, dollar swap spreads have traded below Treasury yields, suggesting a persistent demand for dollars coming from offshore.
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Dec 12, 20224 min read
Memo to Gary Gensler: Beware the “Non-Controlling Interest”
As a result of the adoption of "artificial intelligence," the 21st Century investor is mostly a victim in waiting.
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Jun 6, 20226 min read
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