A tax "extender" for mortgage insurance would help an already-healthy MI industry.

One MI CEO, who we called, said this: “Thanks for reaching out. We, along with the other MIs are currently in confidential discussions with FHFA and the GSEs regarding the new standards. Unfortunately, we cannot comment until they are public.”

It should be noted that after the FHFA IG report was released, the share value of Nationstar, Ocwen and Walter all suffered in trading...

But it’s not just talk of capital standards for nonbanks that has some in the industry spooked – it’s the issue of what constitutes capital.

The FHFA IG seems to be singling out one nonbank megaservicer in particular. But the Inspector General isn't naming names...

The largest holder of MBS among the 12 regional banks is the Federal Home Loan Bank of San Francisco with $22.02 billion.

Will a coming boom in the production of non-qualified mortgages help residential lenders survive the origination slump?

The most profitable business for Fannie and Freddie is loans with high credit scores and LTV ratios of 60 percent or less.

Sen. Shelby is an Alabama Republican with a populist streak who is no friend of the GSEs, but he may side with shareholders of the two companies who are getting shafted by Treasury “sweeps.”

In case you haven’t noticed, many mortgage stocks are trading much closer to their 52-week lows than their highs.