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Cypress Mortgage Capital

12-18-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
December 18, 2023
12-18-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 12.18.23 Mortgage Rates “Winds of Change” Give Renters Hope To Buy ———————-We follow the rate drop and
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12-11-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
December 11, 2023
12-11-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 12.11.23 The World Says “You Spin Me Round”——————-If Bonds get to know Joe’s game. Well, then rates
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11-27-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
November 27, 2023
11-27-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 11.27.23 Uncertainty’s Pickett Fence of Obstacles “In the Midnight Hour” —————— Notes gonna wait till the midnight hour.  That’s
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11-20-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
November 20, 2023
11-20-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 11.20.23 “Do I Wanna Know?” If There’s Something on My Teeth ———————— Have you got color on
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11-13-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
November 13, 2023
11-13-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 11.13.23 “Three Little Pigs” For Grown Ups! ————— Little pig, inflation, let Fed in. Not by deflation;
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11-06-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
November 6, 2023
11-06-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 11.06.23 “Doctor My Eyes” Can’t See Loan Volume Increases ———————— Doctor, our eyes have seen the bears.
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10-30-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
October 30, 2023
10-30-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 10.30.23 Whether Fed Tightens or Does Nothing, it will be a “Hazy Shade of Winter” ————————- Time, time, time. 
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10-23-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
October 23, 2023
10-23-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 10.23.23 Fed Tightening? “Baby, One More Time” ——————————— Oh bully bearishOh, bully, bearish, how were we supposed
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10-16-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
October 16, 2023
10-16-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 10.16.23 Rewind to “1979”  —————————— Khomeini 1979.  Cruel Iran always has the time.Khomeini took power in 1979
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10-09-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
October 9, 2023
10-09-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 10.09.23 Will The Terrorist War Move Bears “Down Under?” ——————————- Traveling in a fried-out Bear TrendOn a steeper
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10-02-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
October 2, 2023
10-02-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 10.02.23 Speed and Curves Often Cause A “Crash”  ————————— Steepening goes too fast.  So MBS’ gonna Crash.Higher rates in
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09-25-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
September 25, 2023
09-25-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 9.25.23  “Nevermore” Timing is Everything —————— Listen to Fed’s freeze, whispers sell Bonds, please. Don’t send bears to
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09-18-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
September 18, 2023
09-18-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 9.18.23 Bonds are “Looking Through You” ———————– Fed’s not the same.Fed’s lips are moving.  Bonds cannot hear. Jay’s voice is
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09-11-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
September 11, 2023
09-11-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 9.11.23 Will There Be Crowing or “Dancing in the Moonlight”? ————————– Every trader here is out of
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09-04-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
September 4, 2023
09-04-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 9.4.23 Decelerating US Economy, “War Pigs” Want Mayhem! ————————- Yield curve’s short end hides itself away.  Fed only
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08-28-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
August 28, 2023
08-28-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 8.28.23 “I Saw The Sign” It Was High Tech ———————- Bonds saw The Sign, and it opened up their eyes. 
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08-21-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
August 21, 2023
08-21-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 8.21.23 “Rainy Day Women” Who is Getting Stoned Now? ————————Data stone you when you’re tryin’ to lock
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08-14-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
August 14, 2023
08-14-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 8.14.23 How’s Your Appetite? “Eat the Rich” —————————– Well, rates moved up last morningOn the wrong side
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08-07-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
August 7, 2023
08-07-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 8.07.23 “On Melancholy Hill” May Lower Mortgage Rates ——————————   Up on Melancholy Hill, There’s a data tree.  Are
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07-31-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
July 31, 2023
07-31-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 7.31.23 “Yogi Bear” Oops Boo Boo ———————- Chairman Powell is smarter than the average bear;Chairman Powell is
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07-24-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
July 24, 2023
07-24-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 7.24.23 Opposing Traffic Causes “Space Truckin” Congestion ————————– Well, we had a lot of luck with Bull
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07-17-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
July 17, 2023
07-17-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 7.17.23 “Tom Sawyer” Will the 10 Yr Yield Be Adventure or Mishap? —————————- Inflation warriorMean, old hawk.Today’s
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07-10-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
July 10, 2023
07-10-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 7.10.23 Will the Economy “Rock & Roll” Into a Slowdown ————————- Uh, Uh, Flush Flush Ah.Finally, the bears reached
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07-03-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
July 3, 2023
07-03-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham,
Show notes: TMSpotlight: 7.3.23 Supreme Court Indicates Not Everything is “Black & White” ——————– The ink is black. The page
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