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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
Nov 136 min read
Fiat Currencies, GSEs & Presidents
Could President elect Donald Trump be facing a maxi market correction before inauguration day?
865 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
Dec 2, 20226 min read
RMF Bankruptcy Signals Systemic Risk in GNMA Market
Bankruptcy of Reverse Mortgage Funding may be first step in a systemic crisis affecting the government loan market
1,098 views
R. Christopher Whalen
Nov 19, 20221 min read
Record Losses for Mortgage Banks Presage Tough Year Ahead
Is 2023 the year of the Return of the Distressed Loan Trade?
542 views
R. Christopher Whalen
Nov 15, 20226 min read
Loan Delinquency, EBOs & Ginnie Mae MSRs
It seems obvious that the reported book value metrics coming from many commercial banks, REITs and mortgage banks are a tad inflated...
768 views
R. Christopher Whalen
Mar 9, 20224 min read
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?
365 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...
585 views
Christopher Whalen
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