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The Institutional Risk Analyst
A Tale of Two Mortgage SPACs: UWMC and FOA
Why did FOA write down $1.4 billion in intangible equity, yet UWM took no similar write down?
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Mar 9, 20224 min read
Update: Rocket Companies and United Wholesale Mortgage
Growing numbers of investors are burned by mortgage stocks. Big question: Will the industry snap back due to now falling interest rates?
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Aug 16, 20215 min read
Is XRP a Security? And Is Everything About FOMO?
Whether you are chasing alpha in stocks or buying crypto tokens or making non-agency mortgage loans, the maddening crowd is FOMO...
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May 12, 20215 min read
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