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UWMCBEARISHCore thesis · 5/5

Mortgage stress signals credit cycle downturn

The speakers argued that stress appearing in the mortgage business, exemplified by United Wholesale Mortgage's losses, is a significant red flag indicating the credit cycle downturn is broadening from private and public corporate credit into the housing finance sector.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE