Articles: 1-10 of 183
Winter Is Here: Buy a Snow Shovel
United Kingdom - September 14 2023 Winter is surely coming. One might hope it will arrive without the sorcery, murder, mayhem and intrigue of that memorable HBO show, but surely it…
Welcome to the New Normal - Funny Times Revisited
USA - August 14 2023 Several weeks ago, I wrote a commentary called Funny Times in which I bemoaned the complete lack of coherent data, making the process of predicting…
The CRE CLO is Coming Back Soon: Who You Gonna Believe, Me or Your Lying Eyes?
USA - June 29 2023 I’ve written extensively about the CRE CLO technology for a long time and why it is the best leverage technology across securitization markets. With…
Funny Times
USA - June 16 2023 What funny times in which we live; an observation perhaps highly dependent upon your notion of fun. Maybe curious is the better description. Daunting…
The CRE CLO Repurposed: Part II
USA - May 17 2023 I wrote about the disconnect between our CRE CLO technology and the task at hand (finding acceptable lever in an expanding leverage desert) in my…
Fix the CRE CLO, Mr. Market: Tear Down This Wall!
USA - April 30 2023 CRE CLO technology is languishing in the toolbox. A combination of high interest rates, a mispriced legacy book, an anxious investor base and no real…
Sometimes, It Really Is a Duck: What If Things Are About to Go Bad?
United Kingdom - April 13 2023 Conspiracy theory fans, tin-foil hat wearers everywhere, Nostradamus wannabes, the broadly unhinged and, of course, our professional purveyors of…
Opportunities in a Time of Broken Banks
USA - March 19 2023 Well, it’s been an interesting week and a bit. First Silicon Valley Bank and Signature Bank were closed by their respective State banking authorities…
The SEC As Bad Santa: The Proposed Securitization Conflict Rules
USA - March 6 2023 The current administration’s legislative initiatives are largely bottled up in a split Congress, so the path toward achieving the White House’s…
Birds Do It, Bees Do It, Even Educated Fleas Do It. Should The CRE Securitization Industry Advertise? [1]
USA - February 9 2023 If the wisdom of crowds has any validity (and there’s no real evidence that it’s any worse than the pontifical huffings of the chattering class)…
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