Mortgage-Backed Securities Don’t Need GSE Privatization to Deliver for Investors

Published on February 5, 2025

Mortgage-backed securities and MTGP’s steadiness against the backdrop of Fannie/Freddie privatization talk could be seen as a positive.

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Cohen & Steers Enters ETF Arena

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QuantStreet February 2025 Letter: More of the Same

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The DeepSeek blip notwithstanding (our initial take on the news is here), January 2025 was a good month for financial markets. The S&P 500 was up a robust 2.7%, though Nasdaq lagged (largely due to DeepSeek, in our opinion) with “only” a 1.7% monthly return.