The $1.5 Trillion Loop: How Six Tech Giants Trade Money Among Themselves A web of cross-investments, mega-contracts, and reciprocal purchases has created what critics call an "infinite money glitch"—where much of the AI boom's [...]
What Lane Kiffin's Bold Coaching Move Teaches Us About Making Hard Decisions in This Market Lane Kiffin just made a coaching decision that's got everyone talking. But here's what caught my attention as someone [...]
Tell a Story, Stop the Spreadsheet: Using Intrigue to Reclaim Attention Analysis and narrative can’t run at the same time. When the room dives into cell D47, attention chills, emotions drop, and momentum [...]
WTMS Blog Today = What's up in Mortgage Today (AM) - 11/14/2025 Markets delivered a mysterious rally at 7am this morning after an otherwise flat overnight session. MBS gained 16 basis points and the 10-year [...]
Ok, so we are talking about 50 yr mortgages?! There is a great Thomas Sowell quote: "In this world there are no solutions, only trade-offs." So let's look at it from that perspective. [...]
WTMS Blog Today = What's up in Mortgage Today (PM) - 11/12/2025 ADP's weekly employment report shocked markets this morning, showing an 11,000 job loss average in October. This new data source has quickly become [...]
WTMS Blog Today = What's up in Mortgage Today (AM) - 10/29/2025 Mortgage rates hit their lowest level in over a year, sparking a dramatic surge in refinancing activity. The 30-year contract rate fell to [...]
WTMS Blog Today = What's up in Mortgage Today (PM) - 10/15/2025 Bond markets are rallying this morning as earnings reports soothe trade war fears that dominated headlines last week. The UMBS 5.0 coupon gained [...]