This piece was written during my career in institutional investment management, prior to joining Midwestern Baptist Theological Seminary in 2017. It reflects the unique circumstances of the time, and my analysis thereof; it is preserved here for the historical and intellectual record.
Today I published “Subprime Strikeout: Assessing the Subprime Mortgage Market”. The paper is co-authored by Jon Thompson and Lena Harhaj, colleagues of mine in the Structured Finance group at Advantus Capital Management. The paper can be downloaded here.