Portfolio Update & Mortgage Survivors

May 8, 2024  | Premium Service | A year ago, we told our readers that things are changing in the world of nonbank finance. Yet there are still a number of firms in mortgage and specialty finance that are unprofitable and do not seem to be in any particular hurry to fix this situation. Below we provide updates on our portfolio as well as our view of mortgage finance on the back end of Q1 2024 earnings season.

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