A newsletter than explains the underlying mechanics of the financial system and then uses those mechanics to make projections
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 135 | Founded | 4 years ago | Last Issue | 17 days ago |
| Active | |||||
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johncomiskey.substack.comLatest Issues
Spring 26 QRA Wrapup and Treasury Model Update
Most of my projections leading into the Spring QRA matched what Treasury announced last week…..
Most of my projections leading into the Spring QRA matched what Treasury announced last week….. with one glaring exception.
April 26 FHA Delinquency Report
As I led with last month, February through May typically show significant improvement in mortgage repayment rates.
As I led with last month, February through May typically show significant improvement in mortgage repayment rates. There are...
Spring QRA Projection and Treasury Model Update
In January prior to the winter QRA, my final projection for Treasury’s financing need for Jan-Mar was 477b
In January prior to the winter QRA, my final projection for Treasury’s financing need for Jan-Mar was 477b
March FHA Delinquency Report
Tis the season for delinquency to improve, but did it?
February through May typically show significant improvement in mortgage repayment rates. There are a variety of reasons for that: 1. The holiday season is over and folks are spending l...
Treasury Model Early April Update
Note: FHA MBS data hits Wednesday night, report out by Thursday evening.
Note: FHA MBS data hits Wednesday night, report out by Thursday evening.
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Author of Reverse Engineering Finance johncomiskey.substack.com
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