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Author Archives: Timeless Investor
GSE’s Credit Risk Transfer Securities
It is good to know that GSE sells $48 billion of CRT securities designed to reduce their exposure. Maybe this is the way they are reforming already,
Alacrity action Lesson learned
I have missed today’s rally on stock market because,
Plan to go long on VIX these days due to the escalation of NK crisis
I plan to go long on VIX these days due to the escalation of NK crisis, and here are some homework that I need to complete first,
Mel Watt’s recent letter
There are two takeaways from Mel Watt’s recent letter (Mel_Watt_letter_09Aug2017) to NAR,
Some comments and news about Jamie Mai
Here are some great comments and news about Jamie Mai,
Posted in Investment Knowledge, Investment Methodologies
Tagged Event drive investing, Jamie Mai
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Lessons learned from Burry and Mai/Ledley and my mistakes – August 2017
I have learned some big lessons for my recent 10 months investment, and here they are,
More on GSEs
Here are more links on GSEs
Have GSEs reformed themselves? – from Marketwatch
The future state of common securitization platform for GSEs is almost there, while Congress wouldn’t do it, so Fannie and Freddie reformed themselves. As Freddie CEO Don Layton said on its earnings call, “This is not your parents’ Freddie Mac.” So it … Continue reading
Upcoming $10B in Q3 Earnings for GSE?
It seems like GSE will have a big infusion of net income in Q3 due to the settlement of RBS. Imagine if Mel Watt retains this big portion of earning, that will be great capital buffer for GSE.