One strange thing I've noticed, it may or may not be related.
I download the daily differential data once per week. The public data includes loan origination data but not loan performance data. The loan perf data is in the private download and that's been gone since the big maintenance weekend. Anyways, since the big weekend I've noticed a different set of loans in the daily diff data every week, I think normally it included loans originated during the last week. The first week after maintenance it included all 30,000+ loans and I thought 'awesome I don't have to download the 550mb file to get that data'. Then one week it just included the loans from the previous week. Another week it included around 10,000 loans starting from july in 2007 (but it wasn't all loans since then) I thought they might be trying to filter out loans that wouldn't have been approved in the 3.0 era. The latest download has around 3,000 loans, I'm not even gonna try to think of an explanation for that number.
If nothing else this is evidence that they are continuing to reorganizing something in their db. If the loan perf data comes back I think they will have eliminated a lot of loans from that db and maybe it's taking so long because they can't decide which ones to eliminate.
Thanks for the blog Fred. The best way to get them to bring the loan perf data back is to publicize it's absence.
