Show notes:
TMSpotlight:
02-02-2026 “I Feel The Earth Move” To Gold
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Bucks feel the Earth move under their feet. They feel order tumbling down.
So, what happened when Trump popped the overinflated ego of Europe’s elites at Davos? Central Bankers bought more gold? As a result, they own an asset that can move 10% in a day.
The new process of a multipolar financial world takes time. The change is not bad; the US is a net debtor country, which means its future depends on foreign investors. Since the financial world views the US as too big to fail, buy Gold and sell a few Dollars.
When rates aren’t pushed around
These views are mine. Discover what moves matter at TMSpotlight.com.
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Song: I Feel the Earth Move (1971) Carole King
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”.