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Today - Sunday, November 8th
The Glide Path Option
Nov 08
•
John Mauldin
•
DIA
,
EWJ
,
FNM
•
Comment!
Friday, November 6th
Agency-Backed Mortgage REITs at a Crossroads
Nov 06
•
Patrick Harden
•
AGNC
,
ANH
,
CMO
•
3 Comments
Wells Fargo's Mortgage Conversion Scheme: Delaying the Inevitable
Nov 06
•
TraderMark
•
WFC
•
14 Comments
The Fed and Fannie Mae: Throwing Money Down a Black Hole
Nov 06
•
Karl Denninger
•
FNM
,
FRE
•
16 Comments
A Sit-Down with Treasury Officials (Part II)
Nov 06
•
Kid Dynamite
•
IEF
•
4 Comments
Goldman, Buffett Deal with Fannie Mae Inked a Month Ago
Nov 06
•
Bruce Krasting
•
BRK.A
,
BRK.B
,
GS
•
11 Comments
Wednesday, November 4th
Note the Subtle Changes in the FOMC Statement
Nov 04
•
Andrew Horowitz
•
4 Comments
Why the FHA Will Need a Bailout
Nov 04
•
Ray
•
5 Comments
Tuesday, November 3rd
No Money Down Mortgages Continue (Unfortunately)
Nov 03
•
Eric Falkenstein
•
7 Comments
More than 100K Mortgage Modifications Per Month
Nov 03
•
Casey Mulligan
•
4 Comments
How That $8,000 Tax Credit Subsidizes Housing Deterioration
Nov 03
•
Ryan Avent
•
6 Comments
Monday, November 2nd
Payments Shocks Boost Alt-A, Subprime RMBS Delinquencies
Nov 02
•
Research Recap
•
4 Comments
Fannie Mae Plus Goldman Plus Tax Credits Plus U.S. Treasury Add Up to Big Mess
Nov 02
•
David Merkel
•
FNM
,
FRE
,
GS
•
11 Comments
Richmond Fed: GSEs Encourage Mortgage Defaults
Nov 02
•
Bruce Krasting
•
FNM
,
FRE
•
11 Comments
Sunday, November 1st
High Exposure to Equities? Be Careful Out There
Nov 01
•
The Housing Time Bomb
•
DIA
,
FNM
,
GLD
•
11 Comments
Some of the Mechanics of Mortgage Modification
Nov 01
•
Casey Mulligan
•
C
,
FNM
,
FRE
•
1 Comment
FDIC, FHA, Fannie and Freddie Real Estate Exposure Killing Home Values in Georgia
Nov 01
•
Bruce Krasting
•
FNM
,
FRE
•
11 Comments
Friday, October 30th
Bank Failures: 115 and Counting
Oct 30
•
Craig Brown
•
FNM
,
FRE
•
7 Comments
Moody's Expects Higher Losses on Alt-A and Other RMBS
Oct 30
•
Research Recap
•
2 Comments
Option ARMs Still a Gaping Hole
Oct 30
•
Karl Denninger
•
9 Comments
Research Shows Public Policy Hampers Home Ownership
Oct 30
•
Casey Mulligan
•
DMM
,
UMM
•
1 Comment
Google: New Comparison Ads Start with Mortgage Market
Oct 30
•
Jason Kincaid
•
GOOG
•
Comment!
Wednesday, October 28th
Walgreens Lending: A Victim of Its Own Success
Oct 28
•
Commercial Mortgage Loans
•
CVS
,
WAG
•
Comment!
Understanding Shortfalls in CMBS
Oct 28
•
Research Recap
•
Comment!
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