Category Archives: Comments on News

David Stevens announces resignation along with announcing trump’s principles on GSE reform forthcoming within weeks

It might be a very big news on GSE, we look forward for the GSE reform framework within weeks!

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Statement of Mel Watt

Mel Watt speaks before the U.S. House of Representatives Committee on Financial Services today, here is the statement.

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AIG is out of SIFI label, a great step forward! – from WSJ

AIG is out of SIFI label, a great step forward! I need to come back and study its options again.

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Trump’s Tax reform framework has come

Trump’s Tax reform framework has come today, 

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Tax reform proposal is coming this week, get ready

According to axios.com, Trump’s tax reform is quickly approaching this week. This is very important for me to plan out the investment time point.

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It is possible that AIG will drop SIFi label tomorrow?

The AIG finance has almost all gone, nowdays AIG is only insurance, also, its market cap has dropped to about half of its size in 2007.  Can AIG follow Metlife and GE to drop its SIFI label? WSJ reports that … Continue reading

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Great insight on big banks and GSEs – NYT

This is a great insight on big banks and GSEs – from NYT

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Very interesting piece of information from Pershing Square on GSEs

Here is a very interesting and encouraging piece of information from Pershing Square on GSEs. Hopefully, Ackman knows some information that we do not know, and hopefully, it is not his pure speculations.

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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.

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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,

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