Knowledge about AI technology

Here are some knowledge about AI technology Continue reading

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Buffett’s latest CNBC interview

Buffett’s CNBC interview Continue reading

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Mnuchin again delays the GSEs reform to 2019 and here is the speculation on why he wants to do so

Mnuchin again delays the GSEs reform to 2019 and here is reasonable speculation on why he wants to do so. – this sounds to me a quite complex fix. Does he really want to do so? What will happen with the investors? big unknown. Continue reading

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Bruce Berkowitz’s Fairholme Fund continues to trim GSEs preferred stocks

Not good news, Bruce Berkowitz’s Fairholme Fund continues to trim GSEs preferred stocks Continue reading

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Book notes of “The Mortgage Wars”

Book notes of the Mortgage Wars Continue reading

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A Look at GE’s Aviation Business – from Gurufocus

A Look at GE’s Aviation Business – good analysis from GurufocusContinue reading

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GSEs started to quietly draw from Treasury today

As expected, Fannie Mae and Freddie Mac announced that they will require a combined $4 billion “draw” from the U.S. Treasury in order to maintain positive net worth. This is due to their having to write down certain tax assets whose values were negatively impacted by the new tax law. Continue reading

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Can a trade war be avoided? – great discussion from Dash of Insight

Can a trade war be avoided? This is a great discussion from Dash of Insight Continue reading

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John Paulson’s Mar 2018 fund report on GSE

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

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Leading experts weigh in on current policy issues and challenges of GSE

Leading experts weigh in on current policy issues and challenges of GSE – very interesting debate from Urban Institute Continue reading

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