Monthly Archives: July 2017

Great links of commentaries of GSE’s newly discovered documents

here are great links to the in-depth commentaries of GSE’s newly discovered documents

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Good arguments on John Carney’s articles on Brietbart.com

Here are some great arguments on John Carney’s articles on Brietbart.com. Even though Carney is on Brietbart.com, obviously, he is not a fan of Trump and Trump admin.

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Understanding of GSE’s implicit and explicit guarantee

According to Americanbanker, some lawmakers and other commenters have also called for any future government guarantee to be explicit and transparent — rather than Fannie and Freddie’s implicit guarantee — and apply only to the mortgage securities issued under a … Continue reading

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Links to recent discovered GSE documents

Here are some relevant links to recent discovered GSE documents

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David Stevens’s argument on MBA reform plan – does not make much sense to me

Here is latest David Stevens’s argument on MBA reform plan. I do not think it makes much sense to me.

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Newly unsealed documents reveal real reason for Fannie, Freddie profit sweep – from HW

Newly unsealed Newly-Unsealed-Mortgage-Documents reveal real reason for Fannie, Freddie profit sweep – from Housingwire. In addition, Dick Bove blasted about the givernment’s “crime” on stealing all profit from FNMA/FMCC. – This will becomes more and more known by public, government … Continue reading

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U.S. Foresaw Better Return in Seizing Fannie and Freddie Profits – from NYT

when this news becomes more and more public due to the discovery, government may have no other choice but to settle with the investors, may allow FNMA/FMCC to recapitalize?

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CMLA wants Preservation and recapitalization of GSE – from housingwire

Another big advocate of Preservation and recapitalization of GSE. It seems like more and more pressure is now on the agenda of GSE reform. Quite positive for the stock of FNMA and FMCC.

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FNMA and FMCC Would Be Privatized Under Proposed House Budget

House Republicans want to privatize Fannie Mae and Freddie Mac as part of their 2018 budget proposal. Here is the attachment of the plan Building-a-Better-America-PDF-1.

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Amazon is targeting real estate? Should I short Zillow?

It seems like Amazon is now targeting real estate? Should I short Zillow?

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