Michael Kao: MBI earnings release and special situation analysis on May 7, 2026

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08.05.2026

Michael Kao: MBI earnings release and special situation analysis on May 7, 2026 — MBI earnings and special situation analysis

Michael Kao, CIO at Akadia Capital, highlights that MBI is releasing its earnings on May 7, 2026 and identifies MBI as a special situation for analysis.

Kao recommends using the MBI / AGO Analytical Dashboard for further evaluation, noting the addition of a PREPA Settlement worksheet and a Special Dividend Calculator to assist in the analysis.

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Kao has previously compared historical yield curves, noting recent steepening in long-end rates in earlier analysis. He has also highlighted ECC trading above March NAV and projected higher April NAVs for CLO equity names in prior commentary. These observations provide additional context to his focus on special situation opportunities such as MBI.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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