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The Institutional Risk Analyst


Citigroup + (Cenlar - Black Knight) = ?
The Citi decision to exit mortgage servicing perhaps made sense in 2017, but today not so much.
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Oct 9, 20247 min read


Does PacWest + Banc of California + Warburg Pincus = Value?
The Q2 2023 disclosure for PACW suggests an institution that is bleeding cash and operating in extremis...
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Sep 18, 20237 min read


Losses Mount Due to FOMC Policy "Tax"
Inflation is called a “hidden tax,” but lately the tax is not even barely concealed.
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Jul 25, 20235 min read


Interview: Dan Sogorka of Sagent Lending Technologies
The new technology that powers the Sagent-Cooper vision for servicing is already proven in the market
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May 16, 20227 min read
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