12 Comments
May 15, 2023Liked by Brad Freeman

Perfect! what a thorough, intelligent clean up! thanks so much for taking the time.

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May 16, 2023ยทedited May 16, 2023Liked by Brad Freeman

Thank you for helping answer many questions and concerns over the Wedbush downgrade.

Also, I didn't realize SOFI had repurchased some of it's sold loan pools. That's interesting.

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May 16, 2023Liked by Brad Freeman

Thanks for the essay.

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May 15, 2023Liked by Brad Freeman

Great analysis. Itโ€™s better to sell loans as it frees up capacity to originate more loans. Plus with recession looming, credit quality of these loans may deteriorate.

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May 15, 2023Liked by Brad Freeman

Couldnโ€™t agree more with that last point.

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May 15, 2023Liked by Brad Freeman

Well WELL said

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Appreciate your work Brad!

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