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The Institutional Risk Analyst
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance
R. Christopher Whalen
Aug 217 min read
New & Old Names in Nonbank Finance
In dollar terms, the moves in 2023 were tiny vs the post March rally in 2020.
476 views
R. Christopher Whalen
Feb 156 min read
Interest Rates, Mortgage Lenders & MSRs
While there are a great number of people inside the Fed who ponder the appropriate level of reserves in the system, they don't really know
648 views
R. Christopher Whalen
Feb 9, 20237 min read
Mortgage Wrap; PennyMac Financial, Rithm Capital & MSRs
We suspect that the IMBs will be sellers of conventional assets to defend their Ginnie Mae MSRs. Banks may be buyers of conventional assets
535 views
R. Christopher Whalen
Oct 6, 20226 min read
Nonbank Lenders: The Dead Pool
With the Fed doubling down on rate increases, the pressure on all manner of nonbank finance companies and fintech platforms is growing.
645 views
R. Christopher Whalen
Aug 25, 20226 min read
Update: Blend Labs & loanDepot Inc.
If the merger of Black Knight and Intercontinental Exchange goes through, the expanded ICE monopoly will simply give POS tools away for free
344 views
R. Christopher Whalen
May 18, 20226 min read
Update: Crypto Frauds and Fintech Dreams
Q: What do Elon Musk and Masayoshi Son have in common? Gigantic margin loans...
524 views
R. Christopher Whalen
Dec 1, 20217 min read
Update: Better.com, Wise PLC and United Wholesale Mortgage
Somehow the folks at UWMC did not take notice of the fact that secondary stock offerings for all issuers have basically disappeared
415 views
R. Christopher Whalen
Nov 12, 20216 min read
Update: Blend Labs, Guild Mortgage and United Wholesale Mortgage
To paraphrase our friend and fellow mortgage maven Rob Chrisman, ponder a 2022 lending market that’s 75% purchases and just 4.79 million uni
334 views
R. Christopher Whalen
Oct 28, 20214 min read
Cenlar FSB, COOP, BLND and the Great MSR Migration
Risk to investors in the market for residential mortgages is rising and from multiple sources
454 views
R. Christopher Whalen
Aug 9, 20215 min read
Update: Mr. Cooper & New Residential Investment
The big surge in income and net worth caused by the FOMC last year is rapidly ending. Winter has returned to mortgage land...
584 views
R. Christopher Whalen
Jun 30, 20217 min read
Profile: Blend Labs, Inc ("BLND")
Is BLND worth more than RKT, or entrenched data monopolies and solution providers such as BKI or even CLGX?
871 views
Christopher Whalen
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