SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: russwinter who wrote (53226)2/9/2006 1:40:50 PM
From: Ramsey Su  Read Replies (1) of 110194
 
Russ,

sequential loan production is not as good as yty comparisons.

there is a noticeable drop in subprime originations while home equities are going up. It is unclear whether that is CFC specific or can we call it an industry trend.

no comments at all on consumer credit the other day that I heard on cnbc nor read anywhere. It appears Dec was not as strong as the street expected. Are consumers finally fully stretched?

FNF title order closings declined 5.9% yoy 2005 vs 2004. Dec yoy dropped 11%. Revenue is holding up due to higher prices, and probably a bigger percentage of purchases vs refinances which generates less premium. I think they are lucky that the confusion of spinning off FNT is distorting the numbers.
biz.yahoo.com

The 30 yrs at 4.5%, isn't that a disaster?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext