All Episodes

Tactical GSEs, Banks Eye Seasoned 30s, and the Prepayment Friction from Closing Costs

Credit Matrix Reloaded: FICO, Vantage, and the Prepayment Impact

Vol, Performance, MBS Demand and A Look at the CCM / Two Harbors Merger

Why Production Coupons Could Benefit & Happy B-Day to Butch Cassidy

Bank Demand Returns, GSEs Still Anchor, and Chasing VA Waterfalls

Regulatory Reform & Bank Demand, Stagflation & Road 2 Housing

"Luck of the Irish" Won't Fix Housing Deficit; And "Pot of Gold" in NY/CEMA Labyrinth

Celebrating 250 Years of Adam Smith with the Invisible Hand of PIWs

Can GSE Flexibility Keep Spreads from Widening into Geopolitical Volatility

K-Shape Recovery Impact on MBS, and Cash Window "Revolution"

Bad Bunny vs. Convexity-Cursed Chinchilla, Explosion in Ginnie Custom Issuance, And Supply Deficit in Spec Pools

The GSE Buying Paradox

Why Housing Policy Keeps Missing the Supply Problem

All Aboard: The Government Train Is Running Again

The GSE MBS Shopping Spree: Watch Out for That First Step..It's a Doozy

New Year Resolutions for Mortgage Investors

All I Want For Christmas is a Little Hard Rock...And GSE MBS Buying

We Can’t Fix Steven’s Voice, but We Can Rebuild a REMIC

Cyber Monday Special: Add Our 2026 MBS Forecasts to Your Cart

This Thanksgiving...Assume Nothing…Not Even Your Mortgage

The 50 Year Mortgage: Even Seinfeld's Elaine Can't Dance Around This One

Will the GSEs Plunge Back into MBS Like Steven Dove into Lake Tahoe?

Gold's Pullback and G2 Customs Potential Return

QT is Nearing an End while the Hunt for Convexity Lives On

Gold Shines Through Data Blackouts

Trading in the Dark: MBS in a Data Blackout

FICO’s Power Play: Can the Bureaus 'Shake It Off'?

Surprise Strength: What upside GDP and Home Sales Mean for MBS

Mind the Gap: CMOs vs. Pools

Does Grilling an Economist Count as a Vegan's Weekend Meal Prep?

Sleepless Dentists in Seattle, Mortgage Wisdom of Ted Lasso, and Inefficiency in 15yr MBS

When Mission Meets Quicken in the Land of Low Loan Balance

Baird's 4+1 Strategy Equals Depository-Friendly Paths to Alpha

From Net Supply to Coupon Stack Plays: Mapping MBS Value

Convexity Tapas & GSE Dramas

CMO Issuance Bounces Back and The Four Key Forces Driving Housing Affordability

Rewiring in MBS Demand and Rewriting Loss Mitigation at the VA

Micro & Macro Stress Building Simultaneously

Schrodinger's Housing Market & GSEs Potential Return to MBS Buying

Securitization Rates in 2025 & Convexity Power of 2-4 Unit High LTV Loans

Evolving Housing Market of 2025

MBS Supply/Demand Outlook and a Dive into the Low FICO Space