Show notes:
TMSpotlight:
11-17-2025 Will Gov’t “Car Wash” The Facts
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Bulls might not ever get rich. But markets tell them they’re digging a ditch.
With the shutdown ending, government will wash the facts and the market will spin them. Will the Bulls get out of the ditch or will the Bears bury them?
3.80 in the 10-year yield happens if the Bears fail near term. How much does it depend on the action in commodities? Copper’s rise over the last three months is stalling. Oil struggles but is rising from the bottom. Gold’s torn between global trends. Wheat is waking up. Regardless, clean facts will help.
Come on and send them, please, fact wash.
Clean them with meaning now, fact wash yeah.
These views are mine. Find facts matter at TMSpotlight.com.
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Song: Car Wash (1976) Rose Royce
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”.