A newsletter than explains the underlying mechanics of the financial system and then uses those mechanics to make projections
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 137 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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johncomiskey.substack.comLatest Issues
May 26 FHA Delinquency Report
Sugar high from tax refunds is ending and 4.50 gas is starting to bite
Mortgage performance improves from February through April. Happens every year due to tax refunds and annual bonus payouts. Sure the starting point was worse than years...
Treasury Model End of May 26 Update
Tariff refunds are starting to hit the TGA it seems
In the Spring QRA, Treasury increased their projected funding need for Q2 to 123b, a 114b increase over their projection in the Winter QRA. The Total Treasury Model projected a funding ne...
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
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Author of Reverse Engineering Finance johncomiskey.substack.com
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