Category Archives: Comments on News

Fannie Mae (FNMA) & Freddie Mac (FMCC) – Where Did The Money Go? – Post from Valuewalk

This might be the absolutely preeminent synopsis on GSE!

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Waiting for Mr. Corker – Tim Howard’s latest comments on C-W 2.0

Very in depth discussion on C-W 2.0 from Tim Howard,

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Fannie-Freddie Bill Includes Billions for Affordable Housing – From Bloomberg

Fannie-Freddie Bill Includes Billions for Affordable Housing from Joe Light from Bloomberg. 

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Mnuchin’s testmony Jan 30 2018

The Financial Stability Oversight Council Annual Report to Congress

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John Paulson’s Jan 2018 fund report on GSE

John Paulson’s Jan 2018 fund report on GSE. It seems like he is still optimistic about this investment.

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Mel Watt’s proposal on GSE reform – from Bloomberg

Here is latest Mel Watt’s proposal on GSE reform – sounds somewhat similar to Moelis’s plan.

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Mnuchin’s comments on GSE on Youtube

Here is a list of Mnuchin’s comments on GSE on Youtube, very interesting to follow with his takes,

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IMF and Bloomberg news on GSE

More IMF news on GSE. Will the legislation come this month? What should I do with this? Allocate more to GSE preferreds?

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Study of Amazon

Here is my preliminary study of Amazon

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Congressional Record from Dec 2015 discussing GSE Jumpstart will be done by Jan 2, 2018

Will Jan 2, 2018 be the day GSE’s conservatorship will be ended? If so, should I well position in preferred before this day?

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