Dispatches from MBA Secondary’s final NYC run as Treasury fears, GSE no-shows, Basel III chatter & servicing stress dominate the conversation.
May 18, 2026
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4 min read
The COVID-era FHA safety net is finally disappearing. Plus, the early VantageScore 4.0 data is already turning heads & much more.
May 13, 2026
5 min read
Strategic partnership w/ Carrington has many implications. Plus, Rocket already looks like a juggernaut & a coaching merger worth watching
May 7, 2026
Ackman pitches a plan to reduce rates by 65 bps, a farewell to Glenn Kelman & his foxhole, ranking the top agency servicers, who really owns the P&L & more.
Jan 14, 2026
13 min read
