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The Institutional Risk Analyst
Will Credit Risk Transfer Save the Banks? Are MSRs Overvalued?
How much in synthetic CRT transactions will be done in 2024? Our best guess is many hundreds of billions globally...
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Jun 12, 20249 min read
MBA Aftermath; Profile: Merchants Bancorp (MBIN)
When NYC is forced to recognize reality, it will already be too late to avoid another fiscal crisis.
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May 22, 20247 min read
Joe Biden Goes Subprime; Should Citi Buy NYCB/Flagstar?
Citi is a subprime lender. They should be directly involved in government lending.
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May 20, 20246 min read
The Bull Case for Large Banks
Big banks have big CRE exposures, too. So what drives this marvelous progression up the wall of worry?
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May 15, 20247 min read
Inside the WGA Bank Top 10 Index
So what makes the WGA Bank Top 10 unique? Below we provide some quantitative and qualitative comments on each of the ten best US banks
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Mar 13, 20247 min read
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