Reverse Engineering Finance
John ComiskeyA 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 | 129 | Subscribers | Read | johncomiskey.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
February FHA Delinquency Report
How high will the serious delinquency watermark be?
Late Feb Treasury Model Update
***For mortgage readers, I will have updated FHA underwater and delinquency distributions maps out later this week***
January FHA Delinquency Report
The last two months have shown massive increases in the serious delinquency rates for FHA loans in GNMA mortgage backed securities (~7 out of the 8 million outstanding FHAs, and much better performing than the 1 million that are not). This ...
Winter QRA wrapup and Treasury Model update
The buybacks are coming, the buybacks are coming
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Author of Reverse Engineering Finance johncomiskey.substack.com
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