Show notes:
TMSpotlight:
06-16-2026 “A Mistake” The Apple of a Modeler’s Eye
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They’re gonna make a mistake
They’re gonna do it on purpose
Does it waste our time?
We all make mistakes. Modelers intentionally make mistakes to test scenarios and reveal truths not shown in official government statistics. Alternative data and models highlight the value of learning through trial and error and transparency.
The absence of the government spoon-feeding the Fed revealed the shadow modelers to a broader audience. They can gain insight sooner by making mistakes. Markets developed quite a taste…
…for a well-made Mistake. They wanna make A Mistake. Why can’t we make A Mistake?
These views are mine. Learn from mistakes at TMSpotlight.com.
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Song: A Mistake (1999) Fiona Apple
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The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlight, a macroeconomic perspective on the economy with a music parody. That leads to Matt Graham of MBS Live providing you a rate & market update, followed by David Kittle, Chief Executive Officer @ Cypress Mortgage Capital, to discuss mortgage originations. Then we have Alice Alvey of Union Home providing a regulatory & legislative update, then Allen Pollack giving us a Tech Report on the latest technology impacting our industry. Finally, we wrap up the first half of the program with Marc Helm, Senior Executive Partner @ Transformational Mortgage Solutions, talking about Loan Servicing and the “Agencies”.