04-07-2025 Spreadsheets in the "Rose Garden"-------------------Stocks beg a pardon. Trump never promised you a Rose Garden. Performance depends on the starting point. Wednesday’s 3 pm marks looked very different than the 5 pm marks. Would you take on risk when Trump is holding up an Excel spreadsheet taped to a poster board in the Rose Garden? It complicates a pipeline hedger’s life. We call the deal between Rocket and NationStar, "RocketStar." It is going to have unintended consequences because investors don’t like loan concentration. Expect wacky prepays and pricing. Along with the prepay, there's gotta be a little pool sometime.These views are mine. Catch the right trade at TMSpotlight.com.-------------------Song: Rose Garden (1970) Lynn Anderson

04-07-2025 Spreadsheets in the "Rose Garden" ------------------- Stocks beg a pardon. Trump never promised you a Rose Garden. Performance depends on the starting point. Wednesday’s 3 pm marks looked very different than the 5 pm marks. Would you take on risk when Trump is holding up an Excel spreadsheet taped to a poster board in the Rose Garden? It complicates a pipeline hedger’s life. We call the deal between Rocket and NationStar, "RocketStar." It is going to have unintended consequences because investors don’t like loan concentration. Expect wacky prepays and pricing. Along with the prepay, there's gotta be a little pool sometime. These views are mine. Catch the right trade at TMSpotlight.com. ------------------- Song: Rose Garden (1970) Lynn Anderson

04-07-2025 Spreadsheets in the "Rose Garden"-------------------Stocks beg a pardon. Trump never promised you a Rose Garden. Performance depends on the starting point. Wednesday’s 3 pm marks looked very different than the 5 pm marks. Would you take on risk when Trump is holding up an Excel spreadsheet taped to a poster board in the Rose Garden? It complicates a pipeline hedger’s life. We call the deal between Rocket and NationStar, "RocketStar."&nbsp;It is going to have unintended consequences because investors don’t like loan concentration.&nbsp;Expect wacky prepays and pricing. Along with the prepay, there's gotta be a little pool sometime.These views are mine.&nbsp;Catch the right trade at TMSpotlight.com.-------------------Song:&nbsp;Rose Garden (1970)&nbsp;Lynn Anderson

Spreadsheets in the "Rose Garden" - Macro Market Update by Les Parker

Created by mortgage professionals for mortgage professionals, Lykken on Lending is a weekly 60-minute podcast hosted by mortgage veteran, David Lykken, and co-hosted by&nbsp;Marc Helm. Joining the program each week is Adam DeSanctis with his weekly MBA Mortgage Minute, Les Parker with his Macro Market Update, Matt Graham with a weekly Market Update, David Kittle with Originations Update, Alice Alvey providing a Legislative Update, Allen Pollack with his weekly Tech Update. The weekly updates are followed by the Hot Topic segment, which is an in-depth discussion about one of the hottest topics related to the mortgage industry. The program can be heard live each Monday at noon central or downloaded as a podcast. Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry. This broadcast is provided to the mortgage industry as a public service compliment of&nbsp;<a href="https://transformationalmortgagesolutions.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(210, 110, 50);">Transformational Mortgage Solutions</a>. We invite you to join us to listen and learn.

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Created by mortgage professionals for mortgage professionals, Lykken on Lending is a weekly 60-minute podcast hosted by mortgage veteran, David Lykken, and co-hosted by Marc Helm. Joining the program each week is Adam DeSanctis with his weekly MBA Mortgage Minute, Les Parker with his Macro Market Update, Matt Graham with a weekly Market Update, David Kittle with Originations Update, Alice Alvey providing a Legislative Update, Allen Pollack with his weekly Tech Update. The weekly updates are followed by the Hot Topic segment, which is an in-depth discussion about one of the hottest topics related to the mortgage industry. The program can be heard live each Monday at noon central or downloaded as a podcast. Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry. This broadcast is provided to the mortgage industry as a public service compliment of Transformational Mortgage Solutions. We invite you to join us to listen and learn.

Created by mortgage professionals for mortgage professionals, Lykken on Lending is a weekly 60-minute podcast hosted by mortgage veteran, David Lykken, and co-hosted by&nbsp;Marc Helm. Joining the program each week is Adam DeSanctis with his weekly MBA Mortgage Minute, Les Parker with his Macro Market Update, Matt Graham with a weekly Market Update, David Kittle with Originations Update, Alice Alvey providing a Legislative Update, Allen Pollack with his weekly Tech Update. The weekly updates are followed by the Hot Topic segment, which is an in-depth discussion about one of the hottest topics related to the mortgage industry. The program can be heard live each Monday at noon central or downloaded as a podcast. Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry. This broadcast is provided to the mortgage industry as a public service compliment of&nbsp;<a href="https://transformationalmortgagesolutions.com/" rel="noopener noreferrer">Transformational Mortgage Solutions</a>. We invite you to join us to listen and learn.

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Spreadsheets in the "Rose Garden" - Macro Market Update by Les Parker

Spreadsheets in the "Rose Garden" - Macro Market Update by Les Parker

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