Show notes:
TMSpotlight:
08-18-2026 “Hello Goodbye” Say Bulls
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Wha, Wha, wha, wha, wha, wha
Do BULLS say goodbye, goodbye, bye, bye, bye, bye?
Staying between 4.80 and 4.20 in the 10-year yield enables builders to build, agents to sell, and mortgage bankers to lend.
Last week, inflation showed it isn’t wild, but investors fear nightmare scenarios in the Strait of Hormuz despite Iran’s dire economic plight. As a result, the timid bulls said goodbye.
We don’t know why BULLS say goodbye, we say hello
Hello
These views are mine. Say hello at TMSpotlight.
Hela, heba helloa – Singers only
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Song: Hello Goodbye (1967) The Beatles
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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”.