New macro data gives hope for positive default trends. Diving into the differences between the pure-play PMIs. An assessment of fair value and a sensitivity ana
Reviewing the misunderstood mortgage insurance business model. Post-mortem analysis of Q1 results and managements' presentations. A recovery to a normalized P/B
Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Acushnet Holdings, Equity Residential and Fiserv, on Monday. HIGHLIGHTS
Moody’s Analytics chief economist Mark Zandi has warned that the U.S. economy risks a depression should individual states gamble on reopening businesses too soon. Make...
The MIs are cheap versus other housing stocks. The federal government is massively supporting homeowners to limit foreclosures. We went into this mess with a he
MTG earnings call for the period ending March 31, 2020.
Q1 2020 MGIC Investment Corp Earnings Call
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