numen

idk if there’s enough of a finsky for this content but uhh @scaggs.bsky.social i think this would be a cool FT AV post

hypotheses i’ve seen for this:
1) they do debt consolidation, which is why you see them having especially high relative performance for low FICO (bloomberg)
2) they have a good app
3) they say exactly how much $ you’ll get an people like seeing numbers

wild star from BAM: Rocket Mortgage has been responsible for 20-30% of cash-out refinance issuance for the entire UMBS 30-year universe this year
…
Rocket Mortgage cash-out operations alone account for 0.2-0.3 CPR of the total prepayment rate of the UMBS 30-year universe.

this is it, this is why we get up in the morning, etc etc

do you have a link to these slides? was also just going through the may data

cool! maybe i can stop being dead last nearly every week in my firm on the quiz 😅

are you allowed to post MLIV? would be cool

somehow keeps getting worse

forgot:
CDX tranches, containers are A tier
CDX itself is C tier

poast for the microcommunity you want, not the microcommunity you have

agy includes spec pools, sorry they are just not that exciting

ABS tier list, discuss

“A” gotta be one of my favorite BS’s, right behind CM and RM

just finished “submission” and france plunges into riots, what does it mean

i’m in bushwick

i’m on urbit but never figured out how to actually make it work well … tips?

bloomberg should also limit to 600 IBs/day, maybe 6k MSGs. make those runs count!

my favorite part about bluesky is reading more than 600 posts a day

if you want this you could work for a HF where they rank each group based on returns each month and cull the worst performers,,

i just miss exploring strategic options, including sale

*NEW YORK REP. GEORGE SANTOS "EXPLORING STRATEGIC OPTIONS", INCLUDING SALE (FT)

外の風に当たってきました

I think I win #BlueSkyNFPPredictions but damn

WOW

200

has nick land made it here yet? if not that’s 100% my first invite

if you are a b*nker and bring non-cookie or chocolate snacks, you are a gem and yes i will buy the resid

not sure who this is for but chips oman: way better than it has any right to be

the call is coming from inside the house!

all the ppl complaining about new people joining and the vibes have the energy of new grads living in a gentrifying neighborhood complaining about a new high-rise going up