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To: KarlInOhio
I'm shocked that SVB didn't learn the lesson that you have to match terms of assets and liabilities.

Part of the problem is that it’s impossible to do this during periods of rapid changes in interest rates. That’s because retail banking — especially mortgage lending — is one of the few areas where the rules are rigged in favor of the customers and AGAINST the banks.

Case in point … There is no such thing as a fixed-rate mortgage. Sure, you can sign a mortgage with a 30-year amortization at a fixed interest rate. But you can always refinance that mortgage at any time. The lender doesn’t have this option. So at a time like this with rising interest rates, you have banks or mortgage bond holders sitting on mortgages like mine (less than two years into a 30-year mortgage at 3.1%) while the prevailing rates on mortgages have climbed up to the 7% range.

I have an open offer to my bank. I will pay the entire balance in full if they will accept 20 cents on the dollar. :-)

25 posted on 03/11/2023 1:08:43 PM PST by Alberta's Child
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To: Alberta's Child

Excellent post.

Decades ago I was in a MBA course on banking.

The professor always warned us—when interest rates rise dump your bank stocks and if you work for a bank get out your resume.


29 posted on 03/11/2023 1:15:05 PM PST by cgbg (Claiming that laws and regs that limit “hate speech” stop freedom of speech is “hate speech”.)
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To: Alberta's Child
Yeah, I had a sweet relocation mortgage deal from my company eight years ago.

I took a 5/15 ARM at 2%, knowing that I would refinance after the 5th year when the rate goes adjustable (based on LIBOR). Sure enough, as soon as the mortgage went adjustable, my rate was increased by the maximum 2% to 4%.

This was in March 2020, just before the COVID-19 madness began. I was able to do a loan modification (not a refinance) for the remaining 10 years at 2.625%. I could pay off the remaining balance today, but I'm making more money in interest on my portfolio.

-PJ

40 posted on 03/11/2023 1:55:36 PM PST by Political Junkie Too ( * LAAP = Left-wing Activist Agitprop Press (formerly known as the MSM))
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To: Alberta's Child
I have an open offer to my bank. I will pay the entire balance in full if they will accept 20 cents on the dollar.

That is a very interesting idea! Are you serious? If so, will you let us/me know how that turns out? And what would be the tax implications for a loan forgiveness?

75 posted on 03/13/2023 4:41:01 PM PDT by MissNomer
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