A Data Junkie’s Guide to Subsequent Recoveries
Happy Wednesday. Today we are sending out a lot of interesting data on subsequent recoveries. We are more than happy to walk you...
October 2016 Remittance – Initial Observations
Topics in today’s Commentary · Performance Statistics – October 2016 Remittance · The Distribution has been made -...
July 2016 Remittance – Initial Observations
Topics in today’s Commentary · Losses Made Whole · Called Bank of America Shelf Deals – July and June 2016 · ...
May 2016 Remittance – Day #1 Observations
Each remittance brings new fun and excitement. We still have $613 billion of this collateral left, so lots of fun and excitement remain....
March 2016 Remittance – Days #1 Observations
There are always some surprises and twists in each new remittance. Today we distribute a smorgasbord of observations with more to come. ...
January 2016 Remittance – Day #1 Observations
Topics Losses Made Whole Bloomberg is overstating CDR and understating Vol CPR and Severity examples: HVMLT 2005-11, HVMLT 2006-9, HVMLT...
Lots of Observations, Performance Stats & Thoughts
23-page commentary today. Good reading if you are snowed in this weekend. Better reading if you are laying on a beach far from the...
December 2015 Remittance – Initial Observations
We end 2015 with a collection of observations, a bunch of tables and charts, an account of a borrower who beat the system, and a...
Initial Observations of the November 2015 remittance
In today’s commentary, we investigate in detail, three borrowers who have inflicted serious losses onto RMBS investors. Amazingly, the...
October 2015 Remittance - Day #1 Observations
We start day #1 out with a smorgasbord of observations. The last 2 pages contain the latest status on the Ocwen Event of Default...
