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AMG Swap Pricing – 11/19/2024
Yield Curve Review
Regression Analysis
Brokered CD Funding
Post-Election Markets
Balance Sheet Changes
Bond Market Update - Beyond Treasuries - 11/06/2024
Yield Curve Review - 11/04/2024
The Pro Shop - Another Chance to Invest at Higher Rates 11/01/24
PMR - Another Tool in the Toolbox - Heat Maps 10/30/24
Weekly Regression Analysis 10/28/24
PMR - Weekly Yield Curve Review 10/28/24
Understanding Corporate Actions 10/25/24
Helping You Help the Communities You Serve 10/23/2024
Yield Curve Review 10/21/24
Regression Analysis 10/2/124
Second Chances 10/18/2024
Confidence is Key 10/16/2024
Regression Analysis - 10/15/2024
Yield Curve Review - 10/15/2024
Opportunity In Bank Qualified Bonds - 10/11/2024
Examination Guidance – Asset-Based Liquidity Ratio and your Funds Management Policy - 10/09/2024
Weekly Regression Analysis 10/07/24
PMR - Weekly Yield Curve Review 10/07/24
PMR - Deep Discounts = Lock out Protection and Incredible Yield Profiles 10/02/24
PMR - Weekly Yield Curve Review 09/30/24
Weekly Regression Analysis 09/30/24
Investing For Your Future
Bond Laddering Works
Opportunities Worth Considering 09/20/2024
The Muni Sector 09/18/2024
Using Municipal Bonds For Protection Against Lower Rates - 09/13/2024
Looking For Margin Relief? - 09/11/2024
Yield Curve Review - 09/09/2024
Regression Analysis - 09/09/2024
PMR - Any Steam Remaining? 09/04/24
The Pro Shop - BancPath® - New Features Added 9/2/24
PMR - Weekly Yield Curve Review 09/03/24
Weekly Regression Analysis 09/03/24
Accretion vs Amortization
Is the Long Awaited "RESET" Finally Here?
What Are You Waiting For?
Still Time to Lock In 5.00% 08/21/2024
Yield Curve Review 08/19/24
Regression Analysis 08/19/24
State Credit Enhancements For Municipal Bonds - 08/16/2024
Caution: Trap Ahead - 08/14/2024
Yield Curve Review - 08/12/2024
Regression Analysis - 08/12/2024
PMR - Are You Biased? 08/09/24
PMR - Those Who Forget the Past Are Doomed to Buy Bond Funds 08/07/24
The Pro Shop - Looking for 5%? 08/01/24
DUS: Long(er) Duration with Prepayment Penalties
TAXABLE MUNIS FOR THE WIN 07/26/2024
Could Now Be the Time to Extend? 07/24/2024
Yield Curve Review 07/22/2024
Regression Analysis 07/22/2024
Using Municipal Bonds To Extend Duration - 07/19/2024
5.57% Locked Out For 5YRs...Then 7.14% Thereafter (TEY) - 07/17/2024
Yield Curve Review - 07/15/2024
Regression Analysis - 07/15/2024
PMR - New Wire Transfer Agreements are Coming 07/12/24
PMR - FLOATERS 07/10/24
Weekly Regression Analysis 07/08/24
PMR - Weekly Yield Curve Review 07/08/24
Recent Financial Headlines 07/03/2024
Regression Analysis - 07/01/2024
Yield Curve Review - 07/01/2024
The Pro Shop - Security Types that may Provide Banks with CRA Credit 07/01/24
You Can't Always Get What You Want 06/28/24
How Conservative Is Your Balance Sheet? 06/26/24
Yield Curve Review 06/24/24
Regression Analysis 06/24/24
Safety In Munis - 06/21/2024
Fed Announces That It Has No New Announcements! - 06/20/2024
Regression Analysis - 06/17/2024
Yield Curve Review - 06/17/2024
PMR - Community Reinvestment Act 06/14/24
PMR - What’s the Deal with Seasoned MBS? 06/12/24
PMR - Weekly Yield Curve Review 06/10/24
Weekly Regression Analysis 06/10/24
Filling 2024 CRA
The Pro Shop - Diversification in Mortgage Backed Securities 06/03/24
Is This 1986??? 05/31/24
Finding Value in Muniland 05/29/24
PMR - Municipals Supply/Demand Dynamics 05/24/24
PMR - Time To Pick Up Tax Free Yield 05/22/24
PMR - Weekly Yield Curve Review 05/20/24
Weekly Regression Analysis 05/20/24
PMR - Final Reminder T + 1 begins on May 28th 05/17/24
Weighing Investment Alternatives - 05/15/2024
Weekly Regression Analysis - 05/13/2024
Yield Curve Review - 05/13/2024
Higher or Lower Yields?
How Do You Compare to Your Competition?
Mark Twain Was a Salesman 05/01/2024
The Pro Shop - BancPath® Asset / Liability Management Reporting and Consulting Service 05/01/24
Yield Curve Review 04/29/2024
Regression Analysis 04/29/2024
Municipal Yields Rising 04/26/2024
Are DUS Bonds a Good Fit for my Bank? 04/24/2024
Yield Curve Review - 04/22/2024
Regression Analysis - 04/22/2024
PMR - What's Happening with MBS Spreads? 04/19/24
PMR - Higher Rates Got You Down? 04/17/24
Weekly Regression Analysis 04/15/24
PMR - Weekly Yield Curve Review 04/15/24
Monitoring Your Municipal Credits
Agency Callable Rundown
Challenges in Managing Your Balance Sheet? For Sure! 04/03/2024
THE PRO SHOP - The Fed's Timeline 04/02/24
Yield Curve Review 04/01/2024
Regression Analysis 04/01/2024
Selling short Municipals - 03/29/2024
Identifying Value - 03/27/2024
Yield Curve Review - 03/25/2024
Regression Analysis - 03/25/2024
T + 3---2---1 - 03/22/2024
PMR - When and How Far? 03/20/24
Weekly Regression Analysis 03/18/24
PMR - Weekly Yield Curve Review 03/18/24
Is This Thing On? 03/15/24
February 2024 Bank Investment Portfolio Review 03/13/2024
Regression Analysis 03/11/24
Yield Curve Review 03/11/24
Second Chance to Invest at Higher Rates
The Pro Shop - Fed Funds Rates Implied by the Market 03/01/24
THE PRO SHOP - Fed Funds Rates Implied by the Market 03/01/20
What If Rates Move Higher? - 02/28/2024
Yield Curve Review - 02/26/2024
Regression Analysis - 02/26/2024
PMR - Are Adjustable-Rate-Mortgages Worth a Look? 02/23/24
PMR - Callable Bonds: Very Different When Purchased at PAR / DISCOUNT / PREMIUM 02/21/24
Weekly Regression Analysis 02/20/24
PMR - Weekly Yield Curve Review 02/20/24
A Trader's Perspective
US GOVT Mortgage-Backed Securities: An Attractive Opportunity
The Barbell Strategy 02/09/2024
Don't Waste This Cycle 02/07/2024
Regression Analysis 02/05/24
Yield Curve Review 02/05/24
THE PRO SHOP - Changes in the Borrowing Landscape 02/02/23
Tax-Free + Call Protection 01/31/2024
Regression Analysis - 01/29/2024
Yield Curve Review - 01/29/2024
PMR - Bank Term Funding Program Alternative 01/26/24
PMR - Time for the BancPath Year in review… 01/24/24
Yield Curve Review 01/22/24
Regression Analysis 01/22/24
Call Protection
Another Source of Liquidity: Brokered Deposits
Opportunity Knocks 1/12/2024
An Attractive Bank Qualified School Bond Offering 01/10/24
Regression Analysis 01/08/24
Yield Curve Review 01/08/24
PMR - Where Will Yields Be In Two Years? 01/03/24
THE PRO SHOP - Short Reset ARMs Offer Good Value at Low Risk 01/03/2024
PMR - Weekly Yield Curve Review 01/02/2024
Weekly Regression Analysis 01/02/2024
Discounted Callable / Bullet Alternative - 12/29/2023
Recent Interest Rate Movements - 12/27/2023
Regression Analysis - 12/26/2023
Yield Curve Review 12/26/23
A Holiday Message
Merry Christmas!!!
A Market Christmas Carol 12/15/23
'Tis the Season 12/13/23
Yield Curve Review 12/11/23
Regression Analysis 12/11/23
A Municipal Trader's Perspective 12/08/2023
A Sign of the Season: Bond Swaps! 12/06/2023
Yield Curve Review - 12/04/2023
Regression Analysis - 12/04/2023
THE PRO SHOP - Where Can I Get 5%? 12/01/23
PMR - Positive Outlook for MBS in 2024 - 11/29/23
Yield Curve Review - 11/27/2023
Regression Analysis - 11/27/2023
Happy Thanksgiving
Year-End Portfolio Checklist
The Decision Matrix 11/17/23
Year-End is a Time for Dividends 11/15/23
Yield Curve Review 11/13/23
Regression Analysis 11/13/23
A Municipal Trader's Perspective - 11/10/2023
Despite The Recent Bond Rally, Good Investment Opportunities Are Still Available - 11/08/2023
Yield Curve Review - 11/06/2023
Regression Analysis - 11/06/2023
The Pro Shop - BancPath Portfolio Analytics Report (PARs) 11/02/23
PMR - The Importance of a Strong Strategy 11/01/23
PMR - Weekly Yield Curve Review 10/30/23
Weekly Regression Analysis 10/30/23
Trick or Treat
Is it time to make a move?
Municipal Traders Perspective 10/20/23
Fed Funds Complacency and Ancient Bond History 10/18/23
Yield Curve Review 10/16/23
Regression Analysis 10/16/23
A Municipal Trader's Perspective - 10/13/2023
Pick Up the Barbell Without Going to the Gym - 10/11/2023
Yield Curve Review - 10/10/2023
PMR - Fixed Rate MBS Opportunities 10/04/23
The Pro Shop - Fixed Income Sector Review 10/03/23
Yield Curve Review 10/02/2023
Regression Analysis - 10/02/2023
Brokered CD Funding 10/02/23
6% Yield - Monthly Capless Reset 09/29/23
This Is Not Our Parents Interest Rate Environment 09/27/23
Regression Analysis - 09/25/2023
Yield Curve Review - 09/25/2023
Brokered CD Funding 09/25/23
DO YOU TRUST THE DOTS?
Liquidity Isn't Just Your Problem
PMR - A Municipal Trader's Perspective 09/15/23
Portfolio Managers Report: See-ya Tina, Welcome Home Tara - 09/13/2023
Weekly Regression Analysis 09/11/23
PMR - Weekly Yield Curve Review 09/11/23
Have We Reached The Peak? - 09/08/2023
7% Coupon MBS - 09/06/2023
Regression Analysis - 09/05/2023
The Pro Shop - Opportunities on the Longer End of the Treasury Yield Curve 09/05/23
Decisions Make a Difference
Don't Lose Track of Municipal Yields 08/25/23
Yield Curve Review 08/21/23
Regression Analysis 08/21/23
Loans & Leases To Deposits 08/18/2023
Is it Time to Extend? 08/16/2023
Regression Analysis - 08/14/2023
Yield Curve Review - 08/14/2023
PMR - OPPORTUNITY IN AAA TEXAS MUNICIPALS 08/11/23
PMR - BancPath Summary Data Review 08/09/23
Regression Analysis - 08/07/2023
Yield Curve Review - 08/07/2023
Taxes on Tax Exempts?
The Pro Shop - The Fed: Where They’ve Been and Where They Could Be Going 08/01/23
Quarterback 07/28/23
Random Thoughts And Observations 07/26/23
Yield Curve Review 07/24/23
Regression Analysis 07/24/23
A Municipal Trader's Perspective 07/21/23
Consider the Alternative 07/19/23
Yield Curve Review 07/17/23
Regression Analysis 07/17/23
PMR - A Municipal Trader's Perspective 07/14/23
PMR - FNMA SARMs Offer Value 07/12/23
PMR - Weekly Yield Curve Review 07/10/23
Weekly Regression Analysis 07/10/23
Cash Flowing Monster Spreads to Consider
The Pro Shop - Staying Short or Time to Extend? 07/05/23
Regression Analysis 07/03/23
Brokered CD Funding 07/03/23
Yield Curve Review 07/03/23
A Trader's Perspective 06/30/23
What to Look for in a Sale Candidate 06/28/23
PMR - Weekly Yield Curve Review 06/26/23
Weekly Regression Analysis 06/26/23
Using Municipal Bonds To Fulfill CRA Needs 6/23/23
Jeffrey Gundlach Is Sticking To His Guns - 06/21/23
PMR - Weekly Yield Curve Review 06/20/23
Weekly Regression Analysis 06/20/23
Shock Plot 06/16/23
PMR - Opportunities in MBS Sector 06/14/23
PMR - Weekly Yield Curve Review 06/12/23
Weekly Regression Analysis 06/12/23
A Municipal Trader's Perspective
The Silver Bullet to Maximizing Spreads
The Pro Shop - Finding Value in Today's Volatile Markets 06/02/23
Flashing Bond Market Signal 05/31/23
Regression Analysis 05/30/23
Yield Curve Review 05/30/23
PMR - A Municipal Trader's Perspective 05/26/23
PMR - Oklahoma Municipal Opportunity 05/24/23
PMR - Weekly Yield Curve Review 05/22/23
Weekly Regression Analysis 05/22/23
Investing Or Issuing - Cds Offer Value - 05/19/2023
Bank Failures And Liquidity - 05/17/2023
Yield Curve Review - 05/15/2023
Regression Analysis - 05/15/2023
TWO YEAR OKLAHOMA TAXABLE GENERAL OBLIGATIONS BONDS AT 5.00%
Early Signs of Tightening Credit
Upcoming Opportunity in Oklahoma 05/03/23
THE PRO SHOP - BancPath Report Liquidity Analysis 05/02/23
Regression Analysis 05/01/23
Yield Curve Review 05/01/23
A Trader's Perspective - 04/28/2023
Timing The Market - 04/26/2023
Yield Curve Review - 04/24/3033
Yield Curve Review - 04/24/2023
Regression Analysis - 04/24/2023
PMR - A Municipal Trader's Perspective 04/21/23
Weekly Regression Analysis 04/17/23
PMR - Weekly Yield Curve Review 04/17/23
Liquidating Municipal Bonds as a Source of Funding
A Bank Recently Asked... Where is the Value in the MBS Space?
How Are You Tracking Deposit Fluctuations? 04/07/23
An Option for any Rate Outlook- ARMS 04/05/23
THE PRO SHOP - LIQUIDITY CRUNCH 04/04/23
Regression Analysis 04/03/23
Yield Curve Review 04/03/23
PMR - Structured Adjustable-Rate Mortgage “SARM” 03/31/23
Jeffrey Gundlach Is Speaking...Investors Should Listen - 03/29/2023
Regression Analysis - 03/27/2023
Yield Curve Review - 03/27/2023
No Time to Ignore the Market 03/24/23
PMR - Portfolio Floatation Devices Are Always in Style 03/22/23
PMR - Weekly Yield Curve Review 03/20/23
Weekly Regression Analysis 03/20/23
A Municipal Trader's Perspective 03/17/23
Community Banks are Resilient 03/15/23
Regression Analysis 03/13/23
Yield Curve Review 03/13/23
Fed Testimony
Coaching - 03/03/2023
CRA Opportunities - 03/02/2023
THE PRO SHOP - Handling Negative Market Value of Equity Changes in Down Rate Scenarios 03/01/23
Yield Curve Review - 02/27/2023
Regression Analysis - 02/27/2023
PMR - The Fed and Money Supply 02/24/23
PMR - Inversion Conversion 02/22/23
Weekly Regression Analysis 02/21/23
PMR - Weekly Yield Curve Review 02/21/23
Looking for Liquidity
Read the Curve and Ride It
A Municipal Trader's Perspective 02/10/23
Focus on the Macro, Not the Micro 02/08/23
Regression Analysis 02/06/23
Yield Curve Review 02/06/23
THE PRO SHOP - Investing During Inversion 02/02/2023
PMR - Economic Outlook 01/27/23
PMR - Which 5.00% Coupon is the Best Fit for my Portfolio 01/25/23
PMR - Weekly Yield Curve Review 01/23/23
Weekly Regression Analysis 01/23/23
The Case for Selling Tax-Free Municipals
Supporting our Local Communities 01/13/23
What Will CPI Tell Us? 01/11/23
Yield Curve Review 01/09/23
Regression Analysis 01/09/23
Have You Heard Of BNControl? - 01/06/23
An Old Favorite In A New Year: Bond Swaps! - 01/04/2023
Regression Analysis - 01/03/2023
THE PRO SHOP - Opportunities in GNMA Adjustable Rate Mortgage Securities 01/03/23
Yield Curve Review - 01/03/2023
PMR - Preparing for 2023 12/28/22
PMR - Weekly Yield Curve Review 12/27/22
Weekly Regression Analysis 12/27/22
Merry Christmas!
Time is Running Out
Moving On Up 12/16/22
Mission Accomplished? 12/14/22
Yield Curve Review 12/12/22
Regression Analysis 12/12/22
It's The Most Wonderful Time Of The Year
It's The Most Wonderful Time Of The Year - 12/09/22
PMR - The Yield Curve is Speaking… Are You Listening? 12/07/22
PMR - Weekly Yield Curve Review 12/05/22
Weekly Regression Analysis 12/05/22
THE PRO SHOP - Peer Group Average Historical Analysis 12/05/22
PMR - Life Insurance Beneficiary Checklist 12/02/22
PMR - Why would I want to recognize a loss? 11/30/22
Weekly Regression Analysis 11/28/22
PMR - Weekly Yield Curve Review 11/28/22
Happy Thanksgiving 11/25/22
The Chicken or the Egg? 11/23/22
Yield Curve Review 11/21/22
Another Brief ALCO Update from AMG
Another One Bites the DUS
Hawkish To More Hawkish - 11/09/2022
Yield Curve Review 11/07/2022
Regression Analysis 11/07/2022
PMR - The 7 Habits of Highly Effective People 11/04/22
PMR - YOU ALWAYS WANT WHAT YOU CAN’T HAVE 11/2/2022
THE PRO SHOP - Opportunities in Fixed Rate Mortgage-Backed Securities 11/01/22
Weekly Regression Analysis 10/31/2022
PMR - Weekly Yield Curve Review 10/31/2022
Recession Outlook...Now What?
Ready, Aim and Fire...
Liquidity Challenges and a New Opportunity 10/21/22
It is Time to be a Sunday Morning Quarterback…. 10/19/22
Weekly Regression Analysis 10/17/2022
PMR - Weekly Yield Curve Review 10/17/2022
Municipal Traders Perspective - 10/14/2022
Here Today, Gone Tomorrow - 10/12/2022
Yield Curve Review - 10/11/2022
THE PRO SHOP - LIQUIDITY SOURCES 10/11/22
Regression Analysis - 10/11/2022
Life Insurance 2.0
See-ya Tina, Welcome Back Babs
PMR - Negative Convexity – Why Loan Balance Pools Are Typically Better Than Generic Pools 09/30/22
PMR - Weekly Yield Curve Review 09/26/22
Weekly Regression Analysis 09/26/22
Another Brief ALCO Update from AMG 09/23/22
All Eyes Are On the Fed, Again 09/21/22
Regression Analysis 09/19/22
Yield Curve Review 09/19/22
A Municipal Trader's Perspective - 09/16/2022
CPI FYI - 09/14/2022
Yield Curve Review - 09/12/2022
Regression Analysis - 09/12/2022
PMR - VALUE IN THE MARKET 09/09/2022
PMR - Opportunity Abounds 09/07/22
Weekly Regression Analysis 09/06/22
PMR - Weekly Yield Curve Review 09/06/22
Building Better Banking Update
THE PRO SHOP - INVESTMENT OPTIONS IN THE CURRENT ENVIRONMENT
Jackson Hole - What to do now
5 Year SOFR ARM Opportunity 08/26/22
The Regression Analysis Interpreted… 08/24/2022
Yield Curve Review - 08/22/2022
Regression Analysis - 08/22/2022
Choose Your Own Adventure - 08/19/2022
What's Your Next Move? - 08/17/2022
Weekly Regression Analysis 08/15/22
PMR - Weekly Yield Curve Review 08/15/22
PMR - Anatomy of a Recession 08/10/22
PMR - Weekly Yield Curve Review 08/08/22
Weekly Regression Analysis 08/08/22
Building Better Community Banking
THE PRO SHOP - SECTOR ANALYSIS 08/03/22
Time to Extend Municipal Bond Duration
Updated ALCO Observations 07/29/22
Plan the Work and Work the Plan 07/27/22
Yield Curve Review 07/25/22
Regression Analysis 07/25/2022
A Municipal Trader's Perspective - 07/22/2022
Coupon Selection And Performance - 07/20/2022
Yield Curve Review 07/18/22
Regression Analysis - 07/18/2022
Yield Curve Review - 07/18/2022
Short Reset Capless Floater
Short Reset Capless Floater - 07/15/2022
PMR - SHORT RESET CAPLESS FLOATERS 07/15/22
PMR - Invert Alert! 2YR Vs. 10YR -10BPS...What to do? 07/13/22
Invert Alert! 2YR Vs. 10YR -10BPS...What to do? 07/13/22
PMR - Weekly Yield Curve Review 07/11/22
Regression Analysis 07/11/2022
Yield Curve Review 07/11/2022
THE PRO SHOP - AMG INTEREST RATE RISK EXAM CHECKLIST
Income Strategy for a Recession 06/29/22
Regression Analysis 06/27/2022
Yield Curve Review 06/27/2022
A Traders Perspective - 06/24/2022
Focusing On The Mortgage Market - 06/22/2022
Yield Curve Review - 06/21/2022
Regression Analysis - 06/21/2022
PMR - MUNI VOLATILITY...Huh? 06/17/22
PMR - Flattening of the Curve 06/15/22
Flattening of the Curve 06/15/22
PMR - Weekly Yield Curve Review 06/13/22
THE PRO SHOP - LIQUIDITY: AN ASSET OR RISK?
Happy NewYear
January To-Do Item: Forward Deposit Review
Funds are Still Cheap (for Now)
Regression Analysis 11/22/2021
REFRESHER ON MUNICIPAL DEFAULT RISK
PMR - REFRESHER ON MUNICIPAL DEFAULT RISK 10/22/2021
PMR - Fighting the FED ... And a Fall Harvest
A Municipal Traders Perspective
PMR - Get A Head Start On A Good Thing - 09/15/2021
PMR - Yield Curve Review 09/13/2021
Regression Analysis 09/13/2021
Looking in the Short-Term
Lots of changes coming for your Loan and Investment Portfolios…
Regression Analysis 07/19/21
PMR - A Trader's Perspective 07/09/2021
PMR - Fight the Tape … 07/08/2021
If You’re Long, You’re …
PMR - Weekly Yield Curve Review 07/06/2021
Regression Analysis 07/06/2021
Life Insurance Beneficiary Checklist 06/04/2021
Are Savings Here to Stay? 06/03/2021
Are Rates Ready to Climb? 06/02/2021
Regression Analysis 06/01/2021
Weekly Yield Curve Review 06/01/2021
04/30/2021
04/29/2021
04/28/2021
A Defensive Structure Designed to Win 04/27/2021
Weekly Regression Analysis 04/26/2021
Monday's Yield Curve Review 04/26/2021
4/21/21
PMR - Balance Sheet Trends 03/26/2021
PMR - Municipal Debt and Higher Taxes 03/25/2021
PMR - Powell's Message to the Markets 03/24/2021
About Last Week 03/23/2021
3/17/2021
PMR - A Trader's Perspective 02/19/2021
PMR - Defensive MBS Structure 02/18/2021
2/17/2021
PMR - U.S. Treasury Yield Curve Spreads 02/17/2021
Investment Options as the Curve Steepens
IS THERE A PATTERN HERE 01/14/2021
“TAPER TANTRUM” ROUND TWO?
Capture the Premium
Monday's Yield Curve Review
Weekly Regression Analysis
A MUNICIPAL TRADER'S PERSPECTIVE
PMR - Match Funding with Brokered Deposits 12/10/2020
Peer Group Average Lookback 12/09/2020
Portfolio Clean Up
Yield Curve Review 12/07/2020
11/18/2020
Measure What Matters
The Day After
PMR - Municipal Issuance: Supply & Demand - 11/04/2020
PMR - Missouri Bank Qualified School Bonds
Regression Analysis November 2, 2020
10/14/2020
PMR – Municipal Credit Overview, 9/25/20
Regression Analysis – 9/38/20
9/16/2020
Monetary Policy Strategy 8/28/2020
Value in Municipal Sector 08/27/2020
+90bps over 5YR USTN 08/26/2020
Taxable vs Tax-Free Municipals 08/25/2020
Regression Analysis 08/24/2020
Monday's Yield Curve Review 08/24/2020
AMG Budget Model
Do What You Can Do 8/14/2020
A More Aggressive Tee Shot 08.13.2020
Country Club Bank Owns and Offers 08.12.2020
Loan Losses and Bond Portfolio Gains 08/11/2020
Yield Curve Review 08/10/2020
Regression Analysis 08/10/2020
A Trader's Perspective 07/24/2020
Defensive Investing 7/23/2020
Mixed-Signals ... 07/22/2020
Extended Stimulus … and “Lower for Longer” 07/21/2020
Regression Analysis 07/20/2020
Yield Curve Review 07/20/2020
7/16/2020
Cutting Cost of Funds 06/19/2020
They Say a Picture is Worth a Thousand Words 06/18/2020
"For Cryin' Out Loud!" 06/17/2020
6/17/2020
Water, Water, Everywhere . . . 06/16/2020
Regression Analysis 06/15/2020
Monday's Yield Curve Review 06/15/2020
Week in Review - 5/15/2020
Supplu and Demand 05/14/2020
Lender of Last Resort 05/13/2020
PMR - Less Than Zero 05/12/2020
Regression Analysis 05/11/2020
Monday's Yield Curve Review 05/11/2020
Municipal Market Credit Impact 04/10/2020
Update: LIBOR Beyond 2021 04/09/2020
"Cushion Bond" - The Call is Your Friend 04/08/2020
Mortgage Refi Wave 04/07/2020
Monday's Yield Curve Review 04/06/2020
Regression Analysis 04/06/2020
Keep Your Promise, Insure Your Love 03/06/2020
Short Muni's Still Showing Big Spreads 03/05/2020
(Un)expected Fed Cut 03/04/2020
Focusing on Coupons 03/03/2020
Regression Analysis 03/02/2020
Monday's Yield Curve Review 03/02/2020
PMR – 30 Year Low Coupon Mortgage Pools 2/26/20
2/25/20
Look Beyond Bank Qualified Bonds for Value in the Municipal Market – 2/21/20
Looking to the Futures – 2/20/2020
Bloomberg Monthly Economic Survey – 2/19/2020
Regression Analysis – 2/18/2020
Yield Curve Review – 2/18/2020
Indicative CD Pricing
Outstanding Yields Are Available - 02/06/2020
Negative Effects of Premium 01/31/2020
Caution: Accelerating Pre-Payments Ahead 01/30/2020
Steady As She Goes . . . 01/29/2020
When America Sneezes ... but What About China 01/28/2020
Yield Curve Review 01/27/2020
Regression Analysis 01/27/2020
Rregression Analysis 01/13/2020
Monday's Yield Curve Review 01/13/2020
What a Difference a Year Makes! 12/27/2019
Finding Value in Smaller Municipal Deals 12/26/2019
Merry Christmas! 12/24/2019
Regression Analysis 12/23/2019
Monday's Yield Curve Review 12/23/2019
Ready for Year End?? 11/22/2019
Asset Allocation: Agency MBS 15 Year 2.5% 11/21/2019
Maintaining Yield on Earning Assets as Margin Compression Accelerates ... A Few Ideas 11/20/2019
Asset Allocation: Maintain the "long-end" of the Investment Portfolio 11/19/2019
Yield Curve Review 11/18/2019
11/5/19
11/4/19
11/1/19
PMR- 10/31/19
10/30/19
10/29/19
10/28/19
10/25/19
10/24/19
10/23/19
10/22/19
10/21/19
A Trader's Perspective 10/18/2019
Yield/Size/Liquidity/Defense….This checks all the boxes! 10/17/2019
PMR - Cash Flow and Yield WITHOUT premium Risk ... It does exist 10-16/2019
Monday's Yield Curve Review 10/15/2019
Regression Analysis 10/15/2019
PMR - Municipal Credit Overview 09/25/20
A Municipal Traders Perspective 09/13/2019
Bank Eligible Municipal Bonds 09/12/2019
CD Portfolio Check 9/11/2019
Where to Reinvest Roll-Off 09/10/2019
History Does Not Repeat Itself But it Often Rhymes 8/15/2019
Blue Light Special 8/14/2019
Bloomberg Monthly Economic Survey 08/13/2019
Slippery Slope 08/08/2019
Consider Issuing Callables to Control NIM 08/07/2019
MBS Curve Still Steep 08/06/2019
Regression Analysis 08/05/2019
Monday's Yield Curve Review 08/05/2019
Grow Non-Interest Income through the ABA Insurance Exchange 7/5/2019
Portfolio Optionality into Decling Rates 7/3/19
What is Your Taxable Equivalent Yield?? 07/02/2019
Regression Analysis July 1, 2019
Monday's Yield Curve Review 7/1/2019
Click the link for a sample of the Pro Shop newsletter.
CMOs - Count Me Out?? 05/31/19
We Got Your Lily Pad!! 5/30/19
Bond Laddering Works 5/29/2019
Monday's Yield Curve Review 5/28/2019
Regression Analysis 5/28/2019
Buying out on the "The Curve", Revisited! 4/26/2019
DUS Bonds: Delegated Underwriting Servicing 4/25/2019
MBS: The Very Accurately Defined Maturity 4/24/2019
MBS: The Very Accurately Defined Maturity 04/24/2019
Premium Callables - A Return to Value 4/23/2019
Monday's Yield Curve Review - 04/22/2019
Regression Analysis - April 22, 2019
Treasury Spreads (Which One Do We Care About?)
Markets in Transition; What to do Now? (Part 3)
Markets in Transition; What to do Now? (Part 2)
Market in Transition; What to do Now? Part 1
Regression Analysis 3/18/2019
Yield Curve Review 3/18/2019
Fed Funds Futures Curve - 02/22/19
The State of Bank Merger - Acquisition Activity - 02/21/19
The Yield Curve Speaks (but are investors listening?) - 02/20/19
Yield Curve Review - 02/19/19
Regression Analysis - 02/19/19
The Hippocratic Oath
Renewed Rumblings of the "R" Word
Bloomberg Monthly Economic Survey - CHANGING OPINIONS!
Regression Analysis - 2/11/2019
Regression Analysis - 02/04/19
Yield Curve Review - 02/04/19
Buying out on "the curve"
Taxable Municipals: A Sector with Value
CMO: Low Extension - 01/16/19
Attractive Spot on U.S. Agencies - 01/15/19
Regression Analysis - 01/14/19
Yield Curve Review - 01/14/19
Where to Start to Improve Performance 1/3/19
Will the Fed Be Able to Stay the Course? 12/15/18
Discounted Callables: Yield Enhancement
Inversion
Regression Analysis 12/3/2018
Yield Curve Review - 12/3/2018
Play Good Defense with Municipal “Kicker” Bonds
Fed Speak - Are they done?
Risk On - Risk Off
Tax Loss Strategy
Monday's Yield Curve Review - 11/26/2018
Weekly Regression Analysis 11/26/2018
A Traders Perspective
Let Us Give Thanks!
Deflation?
Monday - Yield Curve Review - 11/19/2018
Regression Analysis 11/19/2018
Another Check-list to End Your Week! (Perfect for Planning)
Year End Checklist: Finish Up a Good Year and Make 2019 Stronger
Municipal Bonds: Higher Rates and Dwindling Supply
Hot Pot!
Yield Curve Review - 11/13/2018
Majority of Americans Struggling with Finances
A "TEY" Refresher
Municipal Yields are Up - So is Your Income
Municipal Yield Curve Over the Last Three Years
Yield Curve Review - 11/5/2018
Regression Analysis 11/5/2018
Traders Perspective
Bond Market: A Long Way From Neutral
Protection From Extentions - VADMs
Yield Curve Review 10/29/2018
A Municipal Trader's Perspective - "Bank Eligible Munis"
How about you tell us what you need?
Simple Yet Convincing Argument Suggesting Rates Have Peaked
&alt;p>Heads You Win, Tails They Lost⪫/p>
Recent Observations
Reviewing ARM Structures
Consider Taxable Municipals
Buy Agency Bonds According to Your Interest Rate Outlook
Regression Analysis 10/15/18
QE, QT (Quantitative Tightening)… QE Again?
Going Deep with Discounted ARMs
Picking Up Yield and Limiting Your Extension Risk
Bring A Fee Income Idea to Your Strategic Planning Session
Inflation, Inflation Expectations and Upexpected Inflation ...?
Best-Efforts vs. Guaranteed CD Issuance
Why Not Get Ahead Of It ....?
Regression Analysis 10/01/18
Deposit Stratification
How Far Should We Extend on the Deposit Curve?
Where Have All the Deposits Gone?
Movin' to the Groovin
Don't Wait 10 Years for 3.00%
Non-rated Oklahoma Taxable Municipals are the Diamond in the Rough
MONDAY'S YIELD CURVE REVIEW
Marginal Cost of a Deposit Strategy
Bloomberg Monthly Economic Survey
Barbell Strategy: Income from the Long End
Barbell Strategy: Cash Flows for the Short End
Regression Analysis 9/10/18
BNControl Demonstration at Country Club Bank October 4, 2018
No Time Like the Present
Why Wait 21 Days?
This Curve and That Curve
A TRADER'S PERSPECTIVE
YIELD CURVE GOES VIRAL
AN ARM REVIEW
How Many More?
Who Doesn't Like Free Money?
Working Up A Deposit Special to WOW Your Retail Customers?
Curve Flattening Continues
Monday Yield Curve Review
Liquidity is an Ongoing Issue
We've Got Your Lily Pad!
Bond Laddering Works (too bad so many investors don't understand why)
A Bear Bond Market Lesson: Discounted Callables Have Value
How to Create Efficiency?.....Remove Steps in Your Process
Don't Say We Didn't Tell You!
Comparing Apples to Apples
A Credit Ratings Refresher
Regression Analysis 08/06/18
Heads You Win…..Tails You Win?
MBS: Up in Coupon, Up in Value
On Budget?
A Nice Bullet Option
Will Fed Chairman Powell Continue the Rate Hikes?
What Were You Doing Back In 2008?
Looking For Cheap, Simple And Fast Way To Raise Liquidity
Yield, Cash Flow and Little Extension Risk
Regression Analysis 07/23/18
Trapped With High Cost Funds & Slower Loan Growth
Where to Find Value in Municipals
High Coupon, Worth the Premium?
Short Bullets, Long Callables
Regression Analysis 7/16/18
20bp Hike, Not 25bp
Taxable Municipals with a Kick
On Being a Great Listener
Fund Pressures
More Fodder for the FED
Time to Add Call Protection to Portfolios? A Historic Perspective…
Addressing Liquidity Issues
Will Tariff Troubles Send Rates Lower?
Why is the Ten Year Treasury Yielding Less Than 3%?
6/25/18
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12/29/17
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