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Analysis - Latest Articles
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most recent
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most commented
Outlook Negative for U.S. Equity REITs Despite Recent Liquidity Improvements
Dec 23
•
Research Recap
•
Comment!
Why This Hedge Fund Analyst Owns Fannie and Freddie
Dec 23
•
Behind the Spread
•
1 Comment
Why Reinstating Glass-Steagall Is a Fool's Errand
Dec 21
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Dividend Inc
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15 Comments
Ben Bernanke's 'Exploding' ARM and Other Priceless Insights
Dec 21
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TraderMark
•
4 Comments
Home for the Holidays: Fannie, Freddie Give Struggling Homeowners a Break
Dec 20
•
Richard Suttmeier
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2 Comments
Fannie Mae's Christmas Present: Delayed Foreclosure Evictions
Dec 20
•
Bruce Krasting
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3 Comments
Friday Outlook: Scroogy Swap Prices Darken Christmas
Dec 18
•
Philip Davis
•
13 Comments
What's Wrong with Making Only the Safest Loans?
Dec 16
•
Annaly Salvos
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18 Comments
Equities Update: Stocks Finish Lower as Inflation Signs Emerge
Dec 15
•
Midnight Trader
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9 Comments
The Unfortunate Parallels Between Dubai, Fannie and Freddie
Dec 15
•
Robert Salomon
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6 Comments
Why Falling U.S. Housing Values Are Good News
Dec 15
•
Charles Hugh Smith
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11 Comments
Shrinking America's Debt Burden - Maybe
Dec 14
•
Rolfe Winkler
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3 Comments
Fuzzy Math for TARP and Conservatorships
Dec 8
•
Richard Suttmeier
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8 Comments
Consolidation to Crank Up CPRs?
Dec 7
•
Patrick Harden
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2 Comments
Could Better Capital Regulation Have Averted the Crisis?
Dec 7
•
The Baseline Scenario
•
5 Comments
Ben Bernanke Pleads for His Job; My Response to Bernanke
Dec 2
•
Michael Shedlock
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47 Comments
The Morals of Bailouts
Dec 1
•
Felix Salmon
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2 Comments
Forbes, Cohen and Ritholtz Opine on Government, Taxes and Munis
Dec 1
•
Vahan Janjigian
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Comment!
The Lehman Bankruptcy: Should All Big Banks in Trouble Fail?
Nov 29
•
Joseph Tibman
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11 Comments
Ticking Prime Bomb: Fannie Mae Monthly Summary, October 2009
Nov 28
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Sold At The Top
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4 Comments
Looking at $5 Trillion in Losses and Zombie Debt in Residential Mortgages
Nov 27
•
Michael David White
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45 Comments
Case-Shiller Still Predicts Massive 45% Fall from Today’s Values
Nov 26
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Michael David White
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88 Comments
The Future of the Securitization Business, Part I
Nov 25
•
Daniel Harrison
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Comment!
Single Family Homes Remain Oversupplied by Over 900,000 Units
Nov 25
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Michael David White
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17 Comments
What Will the Q3 FDIC Quarterly Banking Profile Report?
Nov 24
•
Richard Suttmeier
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1 Comment
Too Big to Fail vs. Too Political to Regulate
Nov 24
•
Charles Lieberman
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6 Comments
More Perks for Lucky Homeowners and 'Lucky' Taxpayers
Nov 23
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Thomas Smicklas
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1 Comment
Existing Home Sales Soar Again in October
Nov 23
•
Zacks.com
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5 Comments
Mortgage Backed Securities: What Happens When the Training Wheels Come Off?
Nov 22
•
Tom Lindmark
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2 Comments
FDIC Keeping Mum About Real Estate Auction Results
Nov 22
•
Bruce Krasting
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11 Comments
Wall Street Breakfast: Must-Know News
Nov 20
•
Andrew Rosenbaum
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13 Comments
Expect a Near-Term Setback in Real Estate
Nov 20
•
Markos Kaminis
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4 Comments
Delinquent Mortgages Equal to Three Times the Balanced For-Sale Inventory
Nov 20
•
Michael David White
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11 Comments
Bailout Alternatives
Nov 20
•
Edward Harrison
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6 Comments
10 Reasons to Believe That We're in a Depression
Nov 19
•
Marvin Clark
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116 Comments
Bob Toll: 'Yesterday's Sub-Prime Is Today's FHA'
Nov 19
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Sold At The Top
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6 Comments
On Bailouts and Moral Hazard
Nov 19
•
Bob McTeer
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18 Comments
Mortgage Delinquencies Still Rising
Nov 17
•
Zacks.com
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2 Comments
John Hussman: New Mortgage Losses Should Come as No Shock
Nov 17
•
John Hussman
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2 Comments
PBGC Is Not Only Underwater, It's Drowning
Nov 16
•
John Lounsbury
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6 Comments
Housing and Banking Woes to Continue
Nov 13
•
Richard Suttmeier
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6 Comments
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