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The Institutional Risk Analyst
Interest Rates, Crypto Tokens & Mortgage Servicing Rights
The number of very late people running into Bitcoin and other tokens over the past year only makes us realize that there is nothing new in the world of finance. Had Jim Fisk and Jay Gould traded crypto tokens like Bitcoin over the past decade, they'd have gotten out in 2013.
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Aug 48 min read
Update: Mr. Cooper (COOP)
Despite the outlook for the industry, COOP continues to be one of the better performing names in our mortgage surveillance group.
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Oct 26, 20224 min read
Will the FOMC Break the Financials?
Will the market risk created by quantitative tightening (QT) tip over a large bank or nonbank financial firm?
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Oct 17, 20227 min read
Interest Rates, Stocks & MSRs
We think the chart below from FRED is worth any amount of words on the impact of QE on equity market valuations.
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Jan 6, 20225 min read
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