Monthly Archives: November 2017

Must read – Tim Howard’s article “The Economics of Reform”

This is a must read for me on GSE reform.

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Wednesday’s links

Wednesday’s links

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FHFA is said to want firms to keep $2 billion-$3 billion each – from Bloomberg

There is a good breaking news today from Bloomberg – FHFA is said to want firms to keep $2 billion-$3 billion each.

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Study of GE

GE’s stock has tumbled ~41% TYD, is it a good time to buy GE LEAPs? checklist score is 3.75/5.

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Analysis of AIG stock

Here is my take on AIG (I own AIG.ws so far).

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Preliminary study of INTC

Barron’s Nov 6, 2017 recommended Intel. Here is my preliminary take on this.

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Preliminary study of PYPL

Barron’s recently recommended Paypal even with share up 87% this year. Here is my preliminary take on this.

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Preliminary Study of SNE

Barron’s (Nov. 13, 17′) recently recommended Sony for a good buy, here is my two hours quick analysis,

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Lessons learned in Nov 2017

Big lessons learned for me in Nov. 2017

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Breaking news on Treasury Secretary Mnuchin’s discussion on the GSEs at the WSJ CEO Council

Great news for GSE investors due to the Treasury Secretary Mnuchin’s discussion on the GSEs at the WSJ CEO Council

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