Target Fixation, Silly Season, and Staying Loan-Focused

Target Fixation, Silly Season, and Staying Loan-Focused

Show notes:

TMSpotlight:

9.2.25 Bonds on “The Outside”
———————-
Bulls didn’t know what they would find
When they went lookin’ for a reason
You know, Trades didn’t read between the lines
And maybe Bulls have nowhere to go. They tried to take the road less traveled by.

Donald Trump and Travis Kelce just made big proposals. Both pitches target powerful women, but only one will lead to Swift action.

Allusion isn’t far from illusion. So, screens should be viewed with a raised brow until payroll prints. Last trade moves the whole pile.

Bonds see a lot of nothing spaces. They’re not happy on The Outside.

These views are mine. See the Bulls’ path in TMSpotlight.
————————-
Song: The Outside (2006) Taylor Swift’s allusion to Robert Frost’s 1916 poem The Road Not Taken.


The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlighta 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”.