Show notes:
TMSpotlight:
11-24-2025 “Freddie’s Dead” Are The Bulls Dreams Dead, Too?
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We can deal with guesses and dreams, but in reality, what do they mean? Ain’t nothing said ’cause threat is dead.
The threat from old news on jobs is dead. The bulls and bears tested critical levels, grasping for the latest quote from a Federal Reserve member to prompt action, as if that really mattered.
The bulls have until Christmas to break through 3.94 and reach 3.80, opening the door to 3.65. Otherwise, the bears will flip the trend, with a minimum target of 4.33 and 4.44 likely. Currently, the fundamental case is stronger for the bulls than the bears.
‘Cause Threat is dead
These views are mine. Glean dead or alive threats at TMSpotlight.com.
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Song: Freddie’s Dead (1972), Curtis Mayfield.
“Freddie’s Dead” is a song by Curtis Mayfield. It was the theme for the film Super Fly. The single was released before the film was in theaters.
The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlight, a macroeconomic perspective on the economy with a music parody. That leads to Matt Graham of MBS Live providing you a rate & market update, followed by David Kittle, Chief Executive Officer @ Cypress Mortgage Capital, to discuss mortgage originations. Then we have Alice Alvey of Union Home providing a regulatory & legislative update, then Allen Pollack giving us a Tech Report on the latest technology impacting our industry. Finally, we wrap up the first half of the program with Marc Helm, Senior Executive Partner @ Transformational Mortgage Solutions, talking about Loan Servicing and the “Agencies”.