The Institutional Risk Analyst

If JPM, PFSI or UWMC want to pay the government to wrap conventional MBS in a “AA+” sovereign rating, why should the Treasury say no?

Our Bank Top 10 and Top 25 indices continue to outperform the industry benchmarks, but the broader samples show growing financial stress

S&P was the first to call out the growing lack of fiscal discipline in Washington, downgrading Uncle Sam in 2011

Bottom line, when a bank seems to be doing much better than other banks, there is usually a reason and that reason is almost always bad