FLASH UPDATE: Normalization of Non-Agency RMBS

It all starts at the ground level – or more specifically at the underlying asset.  The housing crash and recovery led to write-downs and then opportunities for investors in Non AGY MBS.  Now, as this article demonstrates, the opportunity in housing is normalizing, and so too will the returns of instruments tied to the recovery (notwithstanding a handful of niche sectors).  On the plus side, stabilization of the housing market and shifting paradigms in homeownership are opening the door for an increase in loan origination and new asset classes like single-family rental securitizations.  We are moving into a new era for residential mortgage credit investing where opportunism, research, and breadth of experience will preside over credit beta.

Home Investment Market Shifting with Fewer Foreclosures

Tradex Global Advisory Services, LLC

investorrelations@thetradexgroup.com 

203-863-1500

@Tradex_Global

FLASH UPDATE: How Will the Newbies React to the Coming Change in Interest Rates?

People tend to have short memories and that can become problematic when it comes to investing.  Having no recollection at all can be even worse.  Wall Street’s newcomers have benefited from an extremely accommodative introduction to their careers and the resulting false bravado will likely lead them to underestimate the pitfalls that arise in during tightening cycles.  Investors should choose carefully when seeking advice and allocating their capital.  If we ignore history we are doomed to repeat it.

See the below link for an interesting Bloomberg article and clip:

What Will Happen to a Generation of Wall Street Traders Who Have Never Seen a Rate Hike?

Tradex Global Advisory Services, LLC

investorrelations@thetradexgroup.com 

203-863-1500

@Tradex_Global