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The Institutional Risk Analyst

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Credit Suisse\UBS to Apollo: Bye, Bye

R. Christopher Whalen

Oct 2, 20236 min read

Credit Suisse\UBS to Apollo: Bye, Bye

UBS ultimately seems intent upon running off the remaining US mortgage assets, including a few billion in Ginnie Mae MSR financings

845 views

Mark-to-Market on Bank America; Update on Credit Suisse & Guild Holdings

R. Christopher Whalen

Mar 17, 20238 min read

Mark-to-Market on Bank America; Update on Credit Suisse & Guild Holdings

We recently added Western Alliance (WAL) and GHLD to our portfolio

2,718 views

Christopher Whalen

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