Are Uber and Lyft to Blame for the Auto Loan Bubble?
Jacob Wohl
Saturday, June 17, 2017

More Posts

  1. Are 100-Year Bonds A Surefire Liquidity Trap? By: Jacob Wohl
    22 Jun, 2017
    Are 100-Year Bonds A Surefire Liquidity Trap? By: Jacob Wohl
    Since the election, there has been a lot of talk that Trump's treasury, led by Steve Mnuchin, may issue 50 and 100 year bonds. For a large issuer of debt, this seems like the best possible way to lock-in the unseasonably low interest rates that the market now provides. The discussion about issuing ultra-long term debt has been fraught with uncertainty over whether or not there would even be sufficient demand for this debt. After all, it's hard to imagine that anyone would make the bet that
  2. Is Social Media Sleuthing the Next Frontier in the Prediction of Pre-Payments for MBS Traders?
    19 Jun, 2017
    Is Social Media Sleuthing the Next Frontier in the Prediction of Pre-Payments for MBS Traders?
    For traders of residential mortgage backed securities (RMBS), collateralized mortgage obligations (CMO’s) and other prepayment sensitive securities, the likelihood of prepayment across a range of scenarios is the operative factor in assessing risk and opportunity. Traditional regression models assess the likelihood of pre-payment by measuring historical pre-payments and drawing correlations to those historical prepayments with various indicators, including but not limited to: interest rates,
  3. Trump Doctrine Becomes Clear as China Cuts Buying of North Korean Coal, Buys from US Instead
    17 Jun, 2017
    Trump Doctrine Becomes Clear as China Cuts Buying of North Korean Coal, Buys from US Instead
    On Tuesday, Reuters reported that China turned around 12 freighters of North Korean coal, rejecting the product, amid tensions on the Korean Peninsula. Reuters information pointed to Dandong Chengtai Trade Co. being the largest buyer of North Korean Coal, and likely the buyer for this unsuccessful shipment. This latest development, where China not only bans the import of North Korean coal, but also enforces that ban, demonstrates that the US is once again in the driver’s seat of Asia-Pacific
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