Finally. No Bid on MBS.

From my friend Kevin Oakley, I see this news on Twitter: Kevin Oakley on Twitter: “https://t.co/FTcmvQa2GX? @AliWolfEcon @robhahn / Twitter” https://t.co/FTcmvQa2GX? @AliWolfEcon @robhahn The linked

Compass 1Q2022: A Brief Note

I haven’t really written about Compass much, since my 1Q2021 analysis. Part of the reason is a lack of time, but a big part of

The Future of Brokerage Paper

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