Finding What to Optimize by Alex Hormozi
Reading Notes For: Finding What to Optimize What is the thing that you can do longer than anyone else where to them it looks like work, and to you, it feels [...]
What’s up in Mortgage Today – 7.12.23
MBS are up 53 mighty basis points in the AM. Stocks up 44 points A 0.2% "miss" in core CPI is one of the better eventualities that bonds could have hoped for today. [...]
What’s up in Mortgage Today – 7.11.23
MBS are + 9 bps. Stocks up 6. China’s latest economic support measures buoyed stocks and commodities on Tuesday, though the mood was tempered by policy makers’ warnings of higher-for-longer interest rates. While [...]
Champions are broken people. They don’t generally have the most admirable internal states, by Alex Homozi
Reading Notes For: Champions are broken people. They don’t generally have the most admirable internal states. People look at champions and try to identify qualities that the champion has that they [...]
What’s up in Mortgage Today – 7.10.23
MBS up 28 bps on the morning. Stocks up 10.5. It's a characteristically slow summertime Monday morning and bonds are left to trade without any meaningful market movers. Such conditions often result in [...]
China is in Default On $1T in Debt. What does that mean for the US?
The Potential Impact of China's Debt Crisis on the American Economy Introduction: The world has been closely monitoring China's growing debt crisis, which has raised concerns about its potential impact on the global economy. [...]
What’s up in Mortgage Today – 7.6.23
Bonds were slightly weaker heading into the jobs data, but still inside yesterday's range. After the calm result, red is turning to green with 10yr yields quickly dropping. MBS are up 13 bps [...]
What’s up in Mortgage Today – 7.6.23
Ouch. New range confirmed. MBS down 62 bps on the open. Stocks losing by 46 points too. Bonds came into the session in just slightly weaker territory, but yields are screaming higher after [...]