Today's Commentary · November 12, 2026

Nov. 12: LO job; M&A advisor; Non-QM, AI governance, industry intel tools; Corporate shifts; Demo Day approaches; What is HITL?

“What is the most common question Finnish detectives ask suspects? ‘What were you doing the night between November and May?’” There will be less daylight in the Northern Hemisphere until the Winter Solstice on December 21st, with lots of weather, and mortgage news, between now and then. Old mortgage vets recall the end of November as traditionally being the time that Freddie and Fannie announce their loan limits for the next year. Given the increase in non-Agency lending over the last few years, this has...