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Analysis - Latest Articles
by
most recent
|
most commented
Looking at $5 Trillion in Losses and Zombie Debt in Residential Mortgages
Nov 27
•
Michael David White
•
FNM
,
FRE
•
6 Comments
Case-Shiller Still Predicts Massive 45% Fall from Today’s Values
Nov 26
•
Michael David White
•
DMM
,
FNM
,
FRE
•
58 Comments
The Future of the Securitization Business, Part I
Nov 25
•
Daniel Harrison
•
FNM
,
FRE
,
GS
•
1 Comment
Single Family Homes Remain Oversupplied by Over 900,000 Units
Nov 25
•
Michael David White
•
DMM
,
FNM
,
FRE
•
20 Comments
What Will the Q3 FDIC Quarterly Banking Profile Report?
Nov 24
•
Richard Suttmeier
•
FNM
,
FRE
,
PBCT
•
2 Comments
Too Big to Fail vs. Too Political to Regulate
Nov 24
•
Charles Lieberman
•
AIG
,
C
,
CIT
•
8 Comments
More Perks for Lucky Homeowners and 'Lucky' Taxpayers
Nov 23
•
Thomas Smicklas
•
FNM
,
FRE
•
1 Comment
Existing Home Sales Soar Again in October
Nov 23
•
Zacks.com
•
FNM
,
FRE
•
6 Comments
Mortgage Backed Securities: What Happens When the Training Wheels Come Off?
Nov 22
•
Tom Lindmark
•
FNM
,
FRE
•
2 Comments
FDIC Keeping Mum About Real Estate Auction Results
Nov 22
•
Bruce Krasting
•
DMM
,
FNM
,
FRE
•
12 Comments
Wall Street Breakfast: Must-Know News
Nov 20
•
Andrew Rosenbaum
•
AIG
,
CLWR
,
COF
•
13 Comments
Expect a Near-Term Setback in Real Estate
Nov 20
•
Markos Kaminis
•
BAC
,
BZH
,
C
•
5 Comments
Delinquent Mortgages Equal to Three Times the Balanced For-Sale Inventory
Nov 20
•
Michael David White
•
DMM
,
FNM
,
FRE
•
11 Comments
Bailout Alternatives
Nov 20
•
Edward Harrison
•
AIG
,
FNM
,
FRE
•
6 Comments
10 Reasons to Believe That We're in a Depression
Nov 19
•
Marvin Clark
•
BZF
,
C
,
CYB
•
118 Comments
Bob Toll: 'Yesterday's Sub-Prime Is Today's FHA'
Nov 19
•
Sold At The Top
•
FNM
,
FRE
,
TOL
•
8 Comments
On Bailouts and Moral Hazard
Nov 19
•
Bob McTeer
•
AIG
,
BAC
,
FNM
•
19 Comments
Mortgage Delinquencies Still Rising
Nov 17
•
Zacks.com
•
BAC
,
FNM
,
FRE
•
3 Comments
John Hussman: New Mortgage Losses Should Come as No Shock
Nov 17
•
John Hussman
•
FNM
,
FRE
•
1 Comment
PBGC Is Not Only Underwater, It's Drowning
Nov 16
•
John Lounsbury
•
FNM
,
FRE
•
6 Comments
Housing and Banking Woes to Continue
Nov 13
•
Richard Suttmeier
•
FNM
,
FRE
,
RKH
•
9 Comments
Isn't the Fed Monetizing Housing Debt?
Nov 12
•
Tim Iacono
•
FNM
,
FRE
•
29 Comments
More Mortgage Follies
Nov 12
•
Tom Lindmark
•
FNM
•
2 Comments
Values Have Dropped Less than 25% of the Fall Required to Reach Trend Status
Nov 12
•
Michael David White
•
DMM
,
FNM
,
FRE
•
14 Comments
Right-To-Rent Becomes a Reality
Nov 11
•
Felix Salmon
•
FNM
,
FRE
•
15 Comments
We Have Fannie and Freddie; Is Feddie Next?
Nov 11
•
John M. Mason
•
FNM
,
FRE
•
2 Comments
Commercial Banks' Assets and Liabilities: Trouble Ahead?
Nov 11
•
Sold At The Top
•
FNM
,
FRE
,
KBE
•
2 Comments
Weak Recovery Does Not Create Jobs
Nov 11
•
Richard Suttmeier
•
FNM
,
FRE
,
UDN
•
3 Comments
Fannie and Freddie's Stuyvesant Town Holdings: Not in Taxpayers' Interest
Nov 11
•
Bruce Krasting
•
FNM
,
FRE
,
WFC
•
4 Comments
Analyzing U.S. Economy in Terms of Housing
Nov 10
•
TraderRob
•
FNM
,
FRE
,
IYR
•
7 Comments
Homebuilders Reap Uncle Sam's Largesse
Nov 10
•
Jim Delaney
•
FNM
,
FRE
,
ITB
•
3 Comments
A Nation of Zombie Households
Nov 9
•
The Pragmatic Capitalist
•
FNM
,
FRE
•
4 Comments
John Hussman: The Second Wave Begins
Nov 9
•
John Hussman
•
FNM
,
FRE
•
5 Comments
More Voices of Dissent over Clearing Regulation
Nov 9
•
Craig Pirrong
•
FNM
,
FRE
•
Comment!
Conservative Property Index Predicts We're Less than Halfway Through Fall
Nov 9
•
Michael David White
•
DMM
,
FNM
,
FRE
•
20 Comments
It's the Subprime Fiasco All Over Again
Nov 8
•
Jim Van Meerten
•
FNM
,
FRE
•
6 Comments
The Glide Path Option
Nov 8
•
John Mauldin
•
DIA
,
EWJ
,
FNM
•
17 Comments
U.S. Handling of Financial Crisis - A Less Optimistic View
Nov 8
•
Edward Harrison
•
AIG
,
BAC
,
C
•
13 Comments
Fannie's Tax Credit Sale to Goldman: No Deal
Nov 8
•
Bruce Krasting
•
BRK
,
BRK.A
,
C
•
10 Comments
Equities Update: Markets End Week Up 3%
Nov 6
•
Midnight Trader
•
AMZN
,
CROX
,
FNM
•
9 Comments
Accounting for Losses at BofA and Fannie
Nov 6
•
The Baseline Scenario
•
BAC
,
FNM
•
21 Comments
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