Today's Commentary · August 10, 2026
Aug. 10: LO, closing mgr. jobs; POS admin, land loan, Agentic AI tools; Deep dive into earnings; Pennymac's Spector on servicing value
Here in the hallways at the Western Secondary in L.A., there isn’t a lot of talk about GSE reform, although this short clip from Sam Valverde, ex-acting president of Ginnie Mae, revisits the subject: The GSE reform trigger nobody's watching closely enough. More of the talk is about 2nd quarter earnings, and I received this note: “Rob, I am a broker in Missouri. Last week there was a lot of news about UWM. All I try to do is help my clients. Why should I care about...